In this episode, Marty Becker dives into the crucial topic of balancing risk and safety with fixed index annuity returns. Discover how fixed index annuities offer a stable and secure investment option, providing protection during market downturns while still offering growth potential. Marty breaks down realistic expectations for returns, the importance of safe investment buckets, and why having a balanced approach is key to a successful retirement strategy. Tune in to gain valuable insights and make informed decisions about your financial future.
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...
In this episode, Martybreaks down complex financial concepts into understandable terms. We explore how annuity companies set caps and participation rates using their options...
Debunking a widely marketed report like Fisher's "Annuity Insights" is crucial for individuals who are in or approaching retirement for several reasons: Informed Financial...