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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.
You may think your retirement plan is solid—but have you ever tested it? In my latest post, I talk about stress testing your retirement...
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...
Inflation has been hitting hard, and it’s left many retirees wondering: Should you choose an annuity with inflation protection, or go for the higher...
