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In this episode, we take a close look at the Athene Performance Elite and Elite Plus annuities. If you've been offered one of these, or if you're curious about how they work, this episode is for you. We’ll break down the different term lengths (7, 10, and 15 years), explain bonuses, fees, and withdrawal options, and help you understand what these annuities are really designed for. Whether you're looking to grow and protect your money or plan for income, this episode will give you clear answers and help you decide if this product is the right fit for your financial goals. Tune in to learn more!
In this episode, Marty Becker, owner of Atlas Financial Strategies, reveals how retirees can confidently spend more of their hard-earned money by utilizing guaranteed...
00:24 The two key mistakes in retirement planning are misunderstanding withdrawal rates and underestimating longevity. 01:58 The traditional 4% withdrawal rule may not ensure...
In this episode, I walk through a real conversation I had with someone nearing retirement who wanted guaranteed income starting in five years. Her...
