Hosted By
Is the 4 percent rule outdated? In this episode, we break down Morningstar’s latest research on safe withdrawal rates for retirement in 2025. Learn why the new rate is 3.7%, what it means for your retirement strategy, and how to balance spending and saving effectively.
We’ll also explore:
If you’re planning for retirement or looking for strategies to maximize your income, this episode is packed with insights to help you make confident decisions.
Don’t forget to subscribe and share!
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...
Marty Becker transitioned from firefighting to finance after losing his pension in 2007. Annuities, particularly income annuities, offer guaranteed lifetime income, but they're often...
