• The Atlas Annuity Podcast

  • 著者： Marty Becker
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The Atlas Annuity Podcast

著者： Marty Becker
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  • Welcome Atlas Annuity Podcast, where your host, Marty Becker, turns the heat up on retirement planning! As a career firefighter, Marty's journey from battling blazes to safeguarding nest eggs offers a different look at protecting retirement assets than you've seen from any other advisor. His pension got smoked, but he found a flame-resistant strategy: annuities. Each episode, Marty dives into riveting case studies, peels back the complex layers of annuities, and has candid chats about the power of annuities to shield your retirement from the unpredictability of the stock market. Whether you're approaching retirement, or have been retired for years, Marty’s mission is clear - to give you the tools and tactics to fortify your retirement. No jargon, no fluff, just unbiased insight and solid strategies from a guy who's been in the hot seat and came out cooler than ever. Subscribe to the Atlas Annuity Podcast for a regular dose of insights that could change the way you think about protecting and growing your assets in retirement. Ready for more? Light the way to a secure future at www.atlasannuity.com and book your appointment with Marty Becker today. Don't just retire, retire with confidence.
    © 2023
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あらすじ・解説

Welcome Atlas Annuity Podcast, where your host, Marty Becker, turns the heat up on retirement planning! As a career firefighter, Marty's journey from battling blazes to safeguarding nest eggs offers a different look at protecting retirement assets than you've seen from any other advisor. His pension got smoked, but he found a flame-resistant strategy: annuities. Each episode, Marty dives into riveting case studies, peels back the complex layers of annuities, and has candid chats about the power of annuities to shield your retirement from the unpredictability of the stock market. Whether you're approaching retirement, or have been retired for years, Marty’s mission is clear - to give you the tools and tactics to fortify your retirement. No jargon, no fluff, just unbiased insight and solid strategies from a guy who's been in the hot seat and came out cooler than ever. Subscribe to the Atlas Annuity Podcast for a regular dose of insights that could change the way you think about protecting and growing your assets in retirement. Ready for more? Light the way to a secure future at www.atlasannuity.com and book your appointment with Marty Becker today. Don't just retire, retire with confidence.
© 2023
個人ファイナンス 経済学
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エピソード
  • Does an Income Annuity Just Give Your Money Back?

    Does an Income Annuity Just Give Your Money Back?
    2024/12/21

    In this episode, we tackle a common concern about income annuities: “Isn’t the annuity company just giving me my money back?” Marty Becker, founder of Atlas Financial Strategies, breaks down this objection and explains why income annuities are a powerful tool for retirement planning.

    You’ll learn:

    • Why annuities provide guaranteed income that lasts a lifetime.
    • How they protect you from risks like market downturns, low interest rates, and outliving your savings.
    • Why annuities allow you to spend more confidently in retirement compared to traditional withdrawal strategies.

    If you’ve ever wondered how income annuities work or whether they’re right for you, this episode is packed with practical insights and simple explanations.

    Listen now and discover how annuities can transform your retirement strategy!
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    15 分
  • The Hedgehog Retirement Strategy

    The Hedgehog Retirement Strategy
    2024/12/13

    Are you tired of overcomplicated retirement plans that seem to go nowhere? In this episode, we explore the timeless fable of the Fox and the Hedgehog and how it applies to building a smarter, more focused retirement strategy.

    Discover why traditional retirement planning often resembles the fox—clever, yet scattered—and why adopting the Hedgehog Strategy can help you:

    • Stay focused on your financial goals.
    • Assign a clear purpose to every dollar you save.
    • Build a plan that’s simple, reliable, and effective.

    From income annuities to long-term growth strategies, Marty breaks down how to implement this approach for lasting financial confidence. Whether you’re planning for retirement or looking to fine-tune your current strategy, this episode is packed with insights you won’t want to miss.

    Tune in now to start simplifying your retirement with the Hedgehog Strategy!
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    8 分
  • Using Annuities for ROTH Conversions

    Using Annuities for ROTH Conversions
    2024/12/06

    In this episode of the Atlas Annuity Podcast, we explore a real-life case study of a recently retired couple with $2.5 million in savings. Discover how we used a combination of annuities and Roth conversions to:

    • Cover income gaps with guaranteed payments.
    • Reduce future tax burdens and protect Medicare premiums.
    • Free up extra cash for vacations, big purchases, or emergencies.

    Whether you’re navigating retirement with $500,000 or $5 million, the math behind this strategy works. Listen in to see how this approach could improve your financial security and flexibility, even in the toughest market conditions.

    Tune in now and learn how annuities and Roth conversions can work for you!
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    19 分

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