In this episode, we tackle a common concern about income annuities: “Isn’t the annuity company just giving me my money back?” Marty Becker, founder of Atlas Financial Strategies, breaks down this objection and explains why income annuities are a powerful tool for retirement planning.
You’ll learn:
If you’ve ever wondered how income annuities work or whether they’re right for you, this episode is packed with practical insights and simple explanations.
Listen now and discover how annuities can transform your retirement strategy!
You’ve probably never questioned how banks actually make money. Most people haven’t. But once you see the numbers—the profits, the leverage, and the risk—you...
Introduction to fiduciary advisors and the importance of understanding fiduciary status. Explanation of the five-part test for fiduciary advisors and its criteria. Discussion of...
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...