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/
00:00 When considering annuities, it's essential to focus on which annuity is right for your specific financial situation rather than asking what annuities are...
Most people think putting their annuity in a trust is a smart move. Their attorney told them to do it. So they did it....
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...
