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 93

November 22, 2025 00:17:51
Episode Cover

Nationwide Care Matters Annuity Review

In this episode, Marty breaks down why long-term care planning is one of the most overlooked parts of retirement—and why it can have serious...

Listen

Episode 87

September 19, 2025 00:12:49
Episode Cover

Longevity Risk Solved – Make Your Money Last for Life

In this episode of the Atlas Annuity Podcast, Marty Becker tackles one of the biggest fears in retirement — running out of money. Longevity...

Listen

Episode 35

July 19, 2024 00:15:48
Episode Cover

Guaranteed Income Annuity Case Study

In this episode, we talk about a couple who were worried about running out of money in retirement. We show how using annuities helped...

Listen