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Is the 4 percent rule outdated?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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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...
Can you really earn up to 13.25% growth without risking your principal? In this episode, Marty Becker breaks down a five-year fixed index annuity...
In episode 90 of the Atlas Annuity Podcast, Marty Becker explains why “convenience” can quietly cost you thousands in retirement income. When big investment...
