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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.
Is the 4 percent rule outdated? In this episode, we break down Morningstar’s latest research on safe withdrawal rates for retirement in 2025. Learn...
00:00 When considering annuities, it's essential to focus on which annuity is right for your specific financial situation rather than asking what annuities are...
Ever wondered how annuity companies can promise you a lifetime of income? In this episode of the ATLAS Annuity Podcast, we break down the...
