Analyzing Discretionary Liquidity in Retirement

Episode 21 April 12, 2024 00:15:39
Analyzing Discretionary Liquidity in Retirement
The Atlas Annuity Podcast
Analyzing Discretionary Liquidity in Retirement

Apr 12 2024 | 00:15:39

/

Hosted By

Marty Becker

Show Notes

Misconceptions about discretionary liquidity in retirement funds is a topic that, while crucial, often goes unmentioned.

Today's topic is a continuation of the last several weeks where we've been going through these retirement planning mistakes, with a special focus on one that is particularly interesting: the belief that you have liquidity in your retirement portfolio when you really don't.

See the full newsletter here: https://atlasfinancialinc.com/discretionary-liquidity-in-retirement/

Other Episodes

Episode 74

May 16, 2025 00:14:28
Episode Cover

How Annuity Features and Benefits Are Designed

Why are there so many types of annuities—and what really makes them different? In this episode, Marty breaks down how annuity features and benefits...

Listen

Episode 68

March 21, 2025 00:11:02
Episode Cover

What Happens When You Buy an Annuity

You’ve made the decision to buy an annuity—but what actually happens next? In this episode, I walk you through the full process, step by...

Listen

Episode 71

April 17, 2025 00:09:46
Episode Cover

Fixed Indexed Annuities and IRMAA

Some types of income can quietly push your Medicare premiums higher—sometimes by hundreds of dollars a year. In this episode, Marty explains how IRMAA...

Listen