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 63

February 22, 2025 00:13:54
Episode Cover

Qualified Versus Non-Qualified Annuities

Not all annuities are taxed the same way, and understanding the difference between qualified and non-qualified annuities can have a big impact on your...

Listen

Episode 8

January 06, 2024 00:29:34
Episode Cover

Annuities vs Stocks

Join Marty Becker on the Atlas Annuity Podcast as we delve into one of the most crucial decisions you'll face in your retirement journey:...

Listen

Episode 45

October 10, 2024 00:21:48
Episode Cover

Debunking The Top 6 Annuity Myths

Listen