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/
In this episode of the Atlas Annuity Podcast, we explore a real-life case study of a recently retired couple with $2.5 million in savings....
In this episode, Marty, a retirement planner, uncovers the intricacies of annuities, simplifying the complex landscape for you. You'll explore: Five Key Types of...
Are you feeling lost with all the conflicting market advice out there? One day, everything’s fine, and the next, they’re predicting a crash. It’s...