You’ve made the decision to buy an annuity—but what actually happens next? In this episode, I walk you through the full process, step by step. From submitting the application to funding the annuity and activating your benefits, I explain what to expect and when.

We’ll cover:

Whether you’ve already bought an annuity or are still thinking about it, this episode will help you feel more confident and prepared.

Want help with your own retirement plan? Visit AtlasAnnuity.com to schedule a call.

When you put money into an annuity, how do you know it’s safe? In this episode, we’re breaking down exactly how annuity companies protect your money—and what safeguards are in place if something goes wrong.

You’ll learn:

Annuities can be a great retirement tool, but only if you have confidence in the company holding your money. Tune in now to get the facts and make informed decisions about your financial future.

Watch the full episode now!

Are you prepared for the rising cost of long-term care? In this episode, Marty Becker breaks down the latest updates in long-term care insurance for 2025, including why past policies failed, how new policies are more stable, and what you need to know about Medicare and Medicaid coverage.

With 76 million baby boomers aging and long-term care costs rising, many retirees will face serious financial challenges without a plan in place. Marty shares key insights from an industry report, explaining:

✅ Why Medicare won’t cover long-term care beyond 100 days
✅ The true cost of care, from in-home services to skilled nursing facilities
✅ The difference between traditional and asset-based long-term care insurance
✅ How to protect your savings and avoid relying on government-run facilities

Don’t wait until it’s too late—tune in to learn how to safeguard your future and get the right coverage before you need it.

Watch now and explore your options at AtlasAnnuity.com.

Are indexed annuities really as bad as some financial experts claim? In this episode, Marty Becker breaks down the biggest myths about indexed annuities and sets the record straight. From fees and surrender charges to commissions and market returns, we’re cutting through the misinformation and showing you how these products actually work.

Tune in to learn:

Before you make a decision about your retirement, get the facts. Click play to hear the real story behind indexed annuities.

Not all annuities are taxed the same way, and understanding the difference between qualified and non-qualified annuities can have a big impact on your retirement. In this episode, I break it all down in simple terms, including:

If you have money in a 401(k), IRA, or annuity, you need to know how these tax rules work. Listen now to make sure you’re not leaving money on the table.

Are dividend-paying stocks really a reliable source of retirement income, or are they riskier than they seem? In this episode, we break down income annuities vs. dividend-paying stocks, looking at real-world examples of companies that slashed dividends, leaving investors without income when they needed it most.

From Kodak and RadioShack to JCPenney and General Motors, we examine what went wrong and why a high dividend yield isn’t always a good sign. More importantly, we compare dividend stocks to income annuities, which offer guaranteed, predictable income for life—no matter what happens in the market.

If you’re counting on dividends for retirement, this episode will help you understand the risks and why annuities may be a more secure alternative.

Are you relying on a variable annuity for retirement income? You might want to think twice.

In this episode, I break down the hidden risks of variable annuities—from high fees to market volatility—and compare them to fixed indexed annuities (FIAs), which offer guaranteed income and protection from market losses.

What You’ll Learn:
✔️ The true cost of variable annuity fees and how they eat away at your savings
✔️ Why variable annuity income is not guaranteed—and could be cut in half
✔️ A real-world case study comparing payouts from variable vs. fixed indexed annuities
✔️ Why major insurance companies are pulling out of the variable annuity market

By the end of this episode, you’ll know exactly which annuity option protects your retirement income—and which one could leave you short when you need it most.

Listen now to make the best decision for your retirement!

Resources Mentioned:
Download my free report: The Truth About Variable Annuities
Book a free consultation: Schedule a short call to discuss your annuity options → AtlasAnnuity.com

Available on Apple Podcasts, Spotify, and wherever you listen to podcasts!

Have you been considering a Roth conversion but aren’t sure how to handle the taxes or where to hold the funds? In this episode, we explore the growing trend of Roth conversion annuities and how they can help you reduce your tax burden, lower Required Minimum Distributions (RMDs), and pass tax-free money to your beneficiaries.

You’ll learn:

Whether you’re planning for retirement or looking to optimize your financial future, this episode is packed with actionable insights to help you make informed decisions.

Tune in now and discover if a Roth conversion annuity is right for you!

Is the 4 percent rule outdated? In this episode, we break down Morningstar’s latest research on safe withdrawal rates for retirement in 2025. Learn why the new rate is 3.7%, what it means for your retirement strategy, and how to balance spending and saving effectively.

We’ll also explore:

If you’re planning for retirement or looking for strategies to maximize your income, this episode is packed with insights to help you make confident decisions.

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Did you know there’s a little-known tax rule that could impact your withdrawals if you own multiple annuities with the same company? In this episode, Marty breaks down the Aggregation Tax Rule—sometimes called the Serial Annuity Rule—and explains how it works, who it applies to, and how to avoid unexpected tax surprises.

Using a real-life example, Marty highlights how this rule could result in paying taxes on more gains than expected, potentially even bumping you into a higher tax bracket. But don’t worry—he also shares simple strategies to avoid getting caught by this obscure rule, like using qualified money or spreading your annuities across different companies.

If you’re serious about protecting your retirement income and minimizing tax headaches, this episode is for you.

Key Topics Covered: