In this video, I include an in-depth case study to walk you through the real-life retirement plan I built for Mike and Stacey—two everyday people trying to retire without sacrificing their lifestyle. 

Using the Atlas Annuity Strategy, I helped them turn a 60/40 portfolio with too much risk into a reliable plan that gave them 21% more spendable income in the first year alone. You'll see how we filled their income gap, protected their future, and even gave them "sleep insurance"—so they could stop worrying about running out of money.

Here's what I cover:

• Why a traditional 60/40 portfolio could leave you broke in your 80s or 90s
• How to cover your income gap without draining your portfolio
• The smart way to combine two annuities for guaranteed and flexible income
• How to safely take more risk in your portfolio—once your income is covered
• What “sleep insurance” really means—and how annuities can provide it
• Why discretionary liquid assets matter more than net worth in retirement
• The real cost of trying to replace annuity income with market returns (hint: it's nearly impossible)