Is the 4 percent rule outdated?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:
<ul>
<li>The pros and cons of delaying Social Security.</li>
<li>How retirees’ spending patterns evolve over time.</li>
<li>Why annuities can provide guaranteed income and portfolio flexibility.</li>
</ul>
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.
 Don’t forget to subscribe and share!

Is the 4 percent rule outdated?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: The pros and cons of delaying Social Security. How retirees’ spending patterns evolve over time. Why annuities can provide guaranteed income and portfolio flexibility. 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. Don’t forget to subscribe and share!

Is the 4 percent rule outdated?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:
<ul>
<li>The pros and cons of delaying Social Security.</li>
<li>How retirees’ spending patterns evolve over time.</li>
<li>Why annuities can provide guaranteed income and portfolio flexibility.</li>
</ul>
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.
 Don’t forget to subscribe and share!
&nbsp;

The New Safe Withdrawal Rate for 2025

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.

Business

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.

Share The New Safe Withdrawal Rate for 2025

Sign up to save your podcasts

The New Safe Withdrawal Rate for 2025

The New Safe Withdrawal Rate for 2025

More shows like The Atlas Annuity Podcast

Your Money, Your Wealth

Retirement Answer Man

Retirement Starts Today

Ramsey Everyday Millionaires

The Retirement and IRA Show

Big Picture Retirement®

Stay Wealthy Retirement Podcast

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

Ready For Retirement

"Fun With Annuities" The Annuity Man Podcast

Annuity Straight Talk

Retirement Planning Education, with Andy Panko

Retire With Style

Retirement Answers

Your Money Guide on the Side