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 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 103

February 20, 2026 • 00:12:35
Episode Cover

Retirement Income Strategy: Laddering Annuities For Guaranteed Income

Retirement isn't about chasing returns—it's about engineering income. In this episode, Marty Becker shares a real client case study that demonstrates one of the...

Listen

Episode 88

September 24, 2025 • 00:18:35
Episode Cover

The Best Way to Fight Inflation in Retirement

In episode 88 of the Atlas Annuity Podcast, Marty Becker tackles one of the biggest fears retirees face — inflation. After years of rising...

Listen