Is the 4 percent rule outdated?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.
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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...
Welcome to episode 4 of the Atlas Annuity Podcast with your host, Marty Becker, owner of Atlas Financial Strategies in St. Louis, Missouri. This...
Join Marty Becker on the Atlas Annuity Podcast as we delve into one of the most crucial decisions you'll face in your retirement journey:...