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In this episode, we dive into a video made by Dave Ramsey where he talks about retirement withdrawal rates. We point out the problems with his advice, especially the difference between average returns and actual returns. We also explain why understanding the order of your returns (called the sequence of returns) is super important when you retire. Plus, we discuss safer ways to plan your retirement income, like using income annuities.
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...
Some types of income can quietly push your Medicare premiums higher—sometimes by hundreds of dollars a year. In this episode, Marty explains how IRMAA...
In episode 89 of the Atlas Annuity Podcast, Marty Becker takes a deep dive into one of the biggest overlooked risks in retirement—financial fragility...
