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 48

November 01, 2024 00:12:22
Episode Cover

The Top 5 Benefits of Owning an Index Annuity

This week, we’re diving into the Top 5 Benefits of Index Annuities and the main reasons they’re becoming more popular. Based on feedback from...

Listen

Episode 108

June 27, 2026 00:12:12
Episode Cover

Can You Really Buy Your Mortgage at a Discount With an Annuity

In Episode 108 of the Atlas Annuity Podcast, Marty Becker, owner and founder of Atlas Financial Strategies in St. Louis, Missouri, explores one of...

Listen

Episode 86

September 13, 2025 00:15:06
Episode Cover

Why the 4% Rule Could Destroy Your Retirement

In episode 86 of the Atlas Annuity Podcast, Marty Becker takes a deep dive into systematic withdrawal plans and why they may not be...

Listen