Not all financial advisors are created equal—and in this episode, I explain why.
From big-name firms to flashy sales pitches, I walk you through real-life cases where investors were misled, stolen from, or flat-out lied to. More importantly, I’ll show you how to protect yourself.
We’ll talk about:
<ul>
<li>
The red flags that often get missed—until it’s too late
</li>
<li>
Why titles like “fiduciary” and “trusted firm” don’t mean what you think
</li>
<li>
What you should look for when choosing an advisor
</li>
<li>
How to stay safe when working with an annuity agent
</li>
</ul>
Whether you're already working with someone or just want to double-check that you're on the right track, this is a must-listen.
Want to go deeper? Check out the full blog post linked in the episode notes or visit <a href="https://atlasannuity.com">AtlasAnnuity.com</a> to schedule a time to talk.

Not all financial advisors are created equal—and in this episode, I explain why. From big-name firms to flashy sales pitches, I walk you through real-life cases where investors were misled, stolen from, or flat-out lied to. More importantly, I’ll show you how to protect yourself. We’ll talk about: The red flags that often get missed—until it’s too late Why titles like “fiduciary” and “trusted firm” don’t mean what you think What you should look for when choosing an advisor How to stay safe when working with an annuity agent Whether you're already working with someone or just want to double-check that you're on the right track, this is a must-listen. Want to go deeper? Check out the full blog post linked in the episode notes or visit AtlasAnnuity.com to schedule a time to talk.

Not all financial advisors are created equal—and in this episode, I explain why.
From big-name firms to flashy sales pitches, I walk you through real-life cases where investors were misled, stolen from, or flat-out lied to. More importantly, I’ll show you how to protect yourself.
We’ll talk about:
<ul>
<li>
The red flags that often get missed—until it’s too late
</li>
<li>
Why titles like “fiduciary” and “trusted firm” don’t mean what you think
</li>
<li>
What you should look for when choosing an advisor
</li>
<li>
How to stay safe when working with an annuity agent
</li>
</ul>
Whether you're already working with someone or just want to double-check that you're on the right track, this is a must-listen.
Want to go deeper? Check out the full blog post linked in the episode notes or visit <a href="https://atlasannuity.com" rel="noopener noreferrer">AtlasAnnuity.com</a> to schedule a time to talk.

Calling Out Retirement Advisor Fraud (and How to Avoid it)

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.

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Investing

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.

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Calling Out Retirement Advisor Fraud (and How to Avoid it)

Calling Out Retirement Advisor Fraud (and How to Avoid it)

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