In this episode, Marty Becker breaks down the 4 percent rule—a common rule of thumb for retirement withdrawals—and explains why it might not be...
In this episode, you’ll get a straightforward breakdown of whether annuities are investments or insurance, with practical examples to clarify how they work. Marty...
Introduction to fiduciary advisors and the importance of understanding fiduciary status. Explanation of the five-part test for fiduciary advisors and its criteria. Discussion of...