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/
00:00 When considering annuities, it's essential to focus on which annuity is right for your specific financial situation rather than asking what annuities are...
In this episode, Marty Becker breaks down the 4 percent rule—a common rule of thumb for retirement withdrawals—and explains why it might not be...
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...
