Hosted By
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/
Last week, Wall Street got a wake-up call. The Nasdaq had its worst five-day stretch since June, the fear index spiked over 34%, and...
Are indexed annuities really as bad as some financial experts claim? In this episode, Marty Becker breaks down the biggest myths about indexed annuities...
In this episode, I walk through a real conversation I had with someone nearing retirement who wanted guaranteed income starting in five years. Her...
