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In Episode 108 of the Atlas Annuity Podcast, Marty Becker, owner and founder of Atlas Financial Strategies in St. Louis, Missouri, explores one of the most creative retirement strategies he has come across in recent memory — using an annuity to pay your mortgage at a discount.
It all started with an email from one of Marty's sharpest clients, Dave, who asked a simple but brilliant question: could an insurance company essentially take over his mortgage payments for the next five years, and do it for less than he actually owes?
After running the numbers, Marty breaks down exactly how a 5-Year Term Certain Single Premium Immediate Annuity works, why the math makes sense, and how retirees can potentially lock in years of guaranteed mortgage payments while putting thousands of dollars back in their pocket — with zero market risk.
In this episode, Marty covers:
If you are approaching retirement or already retired and still carrying a mortgage, this episode is a must listen.
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