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/
Marty Becker transitioned from firefighting to finance after losing his pension in 2007. Annuities, particularly income annuities, offer guaranteed lifetime income, but they're often...
Welcome to the premiere episode of The Atlas Annuity Podcast – your front-row seat to mastering the financial fundamentals of a rock-solid retirement. ️...
Did you know that your will doesn’t control who gets your retirement accounts? That job belongs to your beneficiary forms—and if those aren’t right,...
