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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.
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...
In this episode, Marty Becker, owner of Atlas Financial Strategies, reveals how retirees can confidently spend more of their hard-earned money by utilizing guaranteed...
Not all financial advisors are created equal—and in this episode, I explain why. From big-name firms to flashy sales pitches, I walk you through...
