Record highs are hiding a massive retirement risk—and most people headed into retirement have no idea.
In this episode, Marty Becker breaks down what is really happening beneath the surface of today's market and why the old retirement playbook may not work the way people expect.
The stock market is at all-time highs. Tech stocks are booming and Wall Street is acting like the future is perfectly clear. But underneath that optimism, nearly half of major indexes are still technically in bear markets. Oil prices are surging. Inflation may not actually be under control. And some of the smartest macroeconomic minds out there are now comparing today's environment to one of the strangest economic periods in modern history — the late 1970s.
Marty references The Wellington Letter, written by Bert Dohmen — a man who has called nearly every bull and bear market over the past 40 years — and his team's belief that we are entering a market environment very similar to 1978 through 1980:
The big takeaway? Markets and economies rarely behave the way people expect. If you are approaching retirement and still relying on the same old strategy, this environment could catch you completely off guard.
This isn't just a market update — it's a warning. And for anyone close to retirement, it's one worth hearing.
In this episode, Marty Becker walks through a real retirement income case study involving a married couple who recently met with an advisor at...
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...
Most people think putting their annuity in a trust is a smart move. Their attorney told them to do it. So they did it....