The Atlas Annuity Podcast Podcast Por Marty Becker arte de portada

The Atlas Annuity Podcast

The Atlas Annuity Podcast

De: Marty Becker
Escúchala gratis

Obtén 3 meses por US$0.99 al mes + $20 crédito Audible
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 Economía Finanzas Personales
Episodios
  • Lincoln OptiBlend 5: The S&P 500 Fixed Index Annuity Worth Considering

    Lincoln OptiBlend 5: The S&P 500 Fixed Index Annuity Worth Considering
    Nov 14 2025
    Did you know that your fixed index annuity is only as good as the indexing options offered? In episode 92 of the Atlas Annuity Podcast, Marty Becker reviews the Lincoln Financial OptiBlend 5, a unique 5-year fixed index annuity that breaks the mold with first-year withdrawals and multiple S&P 500 options. While most annuities make you wait until year two for penalty-free withdrawals, this one gives you access to 10% starting day one. Marty explains why, after a decade in the business, he increasingly relies on the tried-and-true S&P 500 over flashy hypothetical indexes with unrealistic backtested returns. Learn how this A+ rated product from a company founded with Abraham Lincoln's son's blessing could serve as your short-term bridge to retirement income—with issue ages up to 85, RMD flexibility, and nursing home waivers included.
    Más Menos
    13 m
  • 13.25% Growth Annuity, Zero Principal Risk

    13.25% Growth Annuity, Zero Principal Risk
    Oct 24 2025

    Can you really earn up to 13.25% growth without risking your principal?
    In this episode, Marty Becker breaks down a five-year fixed index annuity that offers protection, flexibility, and short-term opportunity — without locking your money away for life.

    You’ll learn:

    • How the flooring method lets you choose how much of your interest gains to risk — not your principal.

    • Why a five-year annuity can be a smart bridge between safety and growth.

    • How to use annuities in five-year chunks to protect your income during market downturns.

    • The difference between chasing the “best” annuity and finding the right fit for your goals.

    If you’re not ready for a lifetime income plan but still want protection from market losses, this strategy may give you the balance you need.

    Visit AtlasAnnuity.com to watch Marty’s free video series or schedule a short call to find the right annuity decision — the first time.
    Más Menos
    14 m
  • Don’t Let Convenience Cut Into Your Retirement Income

    Don’t Let Convenience Cut Into Your Retirement Income
    Oct 16 2025

    In episode 90 of the Atlas Annuity Podcast, Marty Becker explains why “convenience” can quietly cost you thousands in retirement income.

    When big investment firms start offering annuities through limited partnerships, they make the process simple — but not always in your best interest. Marty breaks down how these programs work, why independence matters when choosing your annuity, and how small differences in payout can turn into massive income losses over time.

    You’ll learn:

    • Why independent advisors can access higher-paying annuity options

    • How “easy” choices often mean limited choices

    • The long-term cost of convenience in retirement planning

    • How to make sure your income plan truly serves you

    Don’t settle for less just because it’s simple. Take control of your retirement income and make informed decisions that maximize what you’ve earned.

    Learn more or schedule your own independent annuity review at AtlasAnnuity.com.
    Más Menos
    13 m
Todavía no hay opiniones