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/
In episode 102 of the Atlas Annuity Podcast, Marty Becker breaks down the key differences between Multi-Year Guaranteed Annuities (MYGAs) and bank CDs. While...
In this episode, Marty breaks down why long-term care planning is one of the most overlooked parts of retirement—and why it can have serious...
Join Marty as he explains what these fees are, how they work, and why they're an essential part of your annuity contract. What to...
