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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.
Welcome to episode 4 of the Atlas Annuity Podcast with your host, Marty Becker, owner of Atlas Financial Strategies in St. Louis, Missouri. This...
00:13 Sequence of returns risk emphasizes the order of receiving returns, impacting retirement outcomes significantly. 02:16 Average returns don't determine retirement success; actual returns...
00:29 Big brokerage houses like Wells Fargo and Fidelity offer limited options for annuities, mainly variable annuities. 01:52 Fidelity is a top seller of...
