Do Annuities Lock Up My Money?

This week's video newsletter dives deep into the intricacies of retirement planning. Why, you ask? Because so much about retirement remains cloaked in mystery and myth. And I aim to change that.

Why Most Advisors Miss the Mark

Many professionals in our field don't address certain critical aspects of retirement planning. If they did, you might second-guess your current retirement plan and even your advisor! In the video, I pull back the curtain on these often-overlooked details.

Annuities: The Big Question

A question I often hear is: Do annuities lock up my money? It's a topic many find confusing, mostly because of misguided information. In the video, I address this head-on, explaining the true nature and potential of annuities.

4 Key Indicators of a Healthy Retirement Plan

While many indicators play into a well-rounded retirement plan, I've honed in on four that stand out:

  1. Net Worth: The total value of your assets.
  2. Withdrawal Rate: How much can you take out of your retirement savings annually?
  3. Reliability of Income: How stable is your retirement income, really?
  4. Discretionary Liquid Assets: A topic most gloss over, but the one that can truly make or break a retirement.

Dive Deep with Real-life Case Studies

The best way to understand is to see it in action. That's why I walk you through comprehensive case studies comparing traditional retirement strategies with the Atlas Annuity Strategy. By comparing them side by side, you'll see firsthand the potential benefits and pitfalls of each.

Watch, Learn, and Reach Out

Every retirement journey is unique. And as you walk through this path, I encourage you to arm yourself with knowledge.

Questions? Doubts? Eager to know if the Atlas Annuity Strategy fits into your retirement planning? I'm here to help.

Get in Touch

📱 Phone: 636-926-6500
📩 Email:

Your Financial Future is Worth Every Minute

Retirement planning might seem overwhelming, but remember, it's all rooted in common sense math. You can 100% take control of your retirement. I'm here to guide you along the way.

All the best,
Marty Becker
Founder, Atlas Financial Strategies

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