Guaranteed Income Annuity Case Study

Episode 35 July 19, 2024 00:15:48
Guaranteed Income Annuity Case Study
The Atlas Annuity Podcast
Guaranteed Income Annuity Case Study

Jul 19 2024 | 00:15:48

/

Hosted By

Marty Becker

Show Notes

In this episode, we talk about a couple who were worried about running out of money in retirement. We show how using annuities helped them get everything they needed. We looked at their original plan, which wasn't working, and found a better way. We explain different scenarios and how the Atlas annuity strategy saved the day. If you're curious about how to make your money last, this episode is for you!

 

Other Episodes

Episode 69

April 04, 2025 00:09:38
Episode Cover

Stress Testing Your Retirement Plan

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...

Listen

Episode 20

March 28, 2024 00:07:30
Episode Cover

Annuities vs Sequence of Returns Risk

00:13  Sequence of returns risk emphasizes the order of receiving returns, impacting retirement outcomes significantly. 02:16  Average returns don't determine retirement success; actual returns...

Listen

Episode 102

February 13, 2026 00:14:15
Episode Cover

MYGAs vs CDs

In episode 102 of the Atlas Annuity Podcast, Marty Becker breaks down the key differences between Multi-Year Guaranteed Annuities (MYGAs) and bank CDs. While...

Listen