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/
Welcome to the premiere episode of The Atlas Annuity Podcast – your front-row seat to mastering the financial fundamentals of a rock-solid retirement. ️...
In this episode, we talk about why some people don’t use guaranteed income annuities for their retirement, even though these tools can give you...
Introduction to fiduciary advisors and the importance of understanding fiduciary status. Explanation of the five-part test for fiduciary advisors and its criteria. Discussion of...
