The Atlas Annuity Podcast

By: Marty Becker
  • Summary

  • 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
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Episodes
  • Are Inflation Adjusted Annuities Worth The Cost?
    Nov 22 2024

    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:

    • How traditional and inflation-adjusted annuities compare in income.
    • The break-even point where inflation protection might pay off.
    • Key factors to consider based on your retirement goals.

    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!

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    8 mins
  • 10% Annuity Withdrawals or Interest Accumulation?
    Nov 14 2024

    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:

    • The basics of monthly, 10%, and interest accumulation withdrawals
    • How different strategies align with your financial goals
    • A real-world comparison of how interest rates impact your maximum withdrawal options
    • When it might make sense to choose a lower interest rate for more flexibility

    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.

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    8 mins
  • Ibexis Fixed Indexed Annuity Review
    Nov 6 2024

    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!

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    17 mins

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