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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, you’ll get a straightforward breakdown of whether annuities are investments or insurance, with practical examples to clarify how they work. Marty...
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...
Misconceptions about discretionary liquidity in retirement funds is a topic that, while crucial, often goes unmentioned. Today's topic is a continuation of the last...
