Latest Episodes
17
How To Find The Purpose of Your Money in Retirement
- Assigning purpose to retirement money is crucial for financial stability. - Not assigning a purpose to retirement money can lead to financial uncertainty....
16
Why Buy An Annuity From a Firefighter?
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...
13
How The Atlas Annuity Strategy Works
Today, we're taking a deep dive into the Atlas Annuity Strategy, a cornerstone of our approach to retirement planning. In this episode, I’ll share...
13
Getting A Second Opinion on Annuities
Shedding old ideas and paradigms is crucial for personal growth and success, akin to a snake shedding its skin to accommodate growth. Education is...
13
What Annuities Do I Have?
00:00 When considering annuities, it's essential to focus on which annuity is right for your specific financial situation rather than asking what annuities are...
12
What is a Fiduciary Advisor?
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...