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Not all annuities are created equal—and there’s no such thing as “the best annuity” for everyone. In this episode, Marty Becker breaks down a real client story to show how different recommendations can miss the mark when they aren’t tied to your specific goals and timeline. You’ll learn the one question that must be answered before making any annuity decision, how to spot vague or biased advice, and why small differences in income today can add up to six figures over retirement. If you're comparing quotes or second-guessing a recommendation, this episode is for you.
Did you know that your will doesn’t control who gets your retirement accounts? That job belongs to your beneficiary forms—and if those aren’t right,...
Did you know there’s a little-known tax rule that could impact your withdrawals if you own multiple annuities with the same company? In this...
Why are there so many types of annuities—and what really makes them different? In this episode, Marty breaks down how annuity features and benefits...
