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:

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!

With $2.5 trillion in CDs set to mature over the next year, many savers are facing tough decisions. Should you renew at lower rates? Or are there better options for your money?

In this episode, Marty Becker dives into:

If your CD is maturing soon, don’t miss this essential guide to protecting your savings and earning more with less risk.

Tune in now and take control of your financial future!

Inflation has been hitting hard, and it’s left many retirees wondering: Should you choose an annuity with inflation protection, or go for the higher starting income of a traditional annuity?

In this episode, Marty Becker dives into the numbers to help you make sense of this important decision. You’ll learn:

Marty breaks it all down in simple terms, using real-world examples to show what’s at stake. If you’ve been debating the pros and cons of inflation-adjusted annuities, this is the episode for you.

Ready to find out which option fits your retirement plan? Tune in now to get the answers you need!

In this episode, we dive deep into one of the most important decisions for annuity holders: choosing the right withdrawal strategy. Marty Becker breaks down the pros and cons of two popular options in multi-year guaranteed annuities (MIGAs)—taking a 10% annual withdrawal or allowing your interest to accumulate for a larger payout later.

You'll learn:

If you're wondering which approach best suits your needs, this episode will help you make an informed decision to maximize your annuity’s potential. Tune in to gain practical tips and insights that could impact your financial future.

In this episode, Marty Becker, founder of Atlas Financial Strategies, dives into the details of the Ibexis Fixed Indexed Annuity. Whether you've been offered this product or are researching options for safe growth, this review covers everything from its unique features to how it stacks up against other annuities on the market.

Join Marty as he explores the Ibexis annuity’s standout characteristics, including the rare bailout feature, flexible floor rate options, and potential for growth without risking your principal. He also breaks down key terms like "tracking value" and "declared rate," helping you understand how this annuity can fit into your retirement strategy. With balanced insights on the pros and cons, this episode will leave you with a clear picture of what the Ibexis annuity offers and whether it could be the right choice for your financial goals.

Tune in to get Marty’s independent take on the Ibexis Fixed Indexed Annuity and find out if this unique product aligns with your retirement needs!

This week, we’re diving into the Top 5 Benefits of Index Annuities and the main reasons they’re becoming more popular. Based on feedback from real annuity owners, here are some key benefits they’re raving about:

If you’ve been wondering how an index annuity could provide a safer, more confident retirement, don't miss this episode.

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 dives into the different types of annuities, showing which protect your principal and which can grow your wealth. You’ll also see how annuities compare to traditional investments in terms of returns and risks, helping you decide if they’re a fit for your retirement plan. It’s a quick way to understand the benefits and limitations of annuities without the confusion.

In this episode, Marty Becker, owner of Atlas Financial Strategies, reveals how retirees can confidently spend more of their hard-earned money by utilizing guaranteed income annuities. Marty breaks down new research from economists David Blanchett and Michael Finke, showing how annuities give retirees a psychological “license to spend” and enjoy up to 20% more income each year compared to traditional investments.

Tune in to learn:

If you're ready to stop worrying about running out of money and start enjoying your retirement, this episode is for you!

Listen now and learn how the Atlas Annuity Strategy can help you maximize your retirement income.

In this episode, Marty Becker breaks down the different annuity income payout options to help you make informed decisions about your retirement. He explains key terms like Lifetime Income Rider (LIR), Guaranteed Minimum Benefit (GMWB), and Single Premium Immediate Annuities (SPIAs). You'll also learn about various payout choices, including life only, life with return of premium (ROP), installment refund, and term certain options. Whether you're looking for higher income or a way to leave something behind for your loved ones, this episode simplifies it all.

Tune in to find the best annuity strategy for your needs!