Latest Episodes
21
Solving Retirement Withdrawal Rate & Longevity Mistakes With Annuities
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...
20
Annuities vs Sequence of Returns Risk
00:13 Sequence of returns risk emphasizes the order of receiving returns, impacting retirement outcomes significantly. 02:16 Average returns don't determine retirement success; actual returns...
19
Analyzing Average Returns vs. Actual Returns
In this episode, Marty offers a straightforward examination of the crucial distinctions between average returns and actual returns in retirement planning. He addresses common...
18
Chasing Annuity Rates is a Huge Mistake
Chasing high interest rates for annuities or other retirement income vehicles can be a significant mistake because it often overlooks the crucial aspect of...
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...