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In this episode, you’ll get a straightforward breakdown of whether annuities are investments or insurance, with practical examples to clarify how they work. Marty dives into the different types of annuities, showing which protect your principal and which can grow your wealth. You’ll also see how annuities compare to traditional investments in terms of returns and risks, helping you decide if they’re a fit for your retirement plan. It’s a quick way to understand the benefits and limitations of annuities without the confusion.
In this episode, I walk through a real conversation I had with someone nearing retirement who wanted guaranteed income starting in five years. Her...
In this episode of the Atlas Annuity Podcast, Marty Becker tackles one of the biggest fears in retirement — running out of money. Longevity...
Some types of income can quietly push your Medicare premiums higher—sometimes by hundreds of dollars a year. In this episode, Marty explains how IRMAA...
