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The Atlas Annuity Podcast

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The Atlas Annuity Podcast

Marty Becker

Can You Really Buy Your Mortgage at a Discount With an Annuity

June 27, 2026 3:50am 12 min

In Episode 108 of the Atlas Annuity Podcast, Marty Becker, owner and founder of Atlas Financial Strategies in St. Louis, Missouri, explores one of the most creative retirement strategies he has come across in recent memo...

Record Highs Are Hiding a Dangerous Retirement Risk

May 15, 2026 6:26pm 9 min

Record highs are hiding a massive retirement risk—and most people headed into retirement have no idea. In this episode, Marty Becker breaks down what is really happening beneath the surface of today's market and why the ...

AI Annuity Advice: Don't Make This Costly Mistake

March 16, 2026 6:23pm 8 min

Artificial intelligence can write essays, analyze data, and answer almost any question you throw at it. So it's no surprise that people have started asking AI about their retirement money. But here's the truth — AI annui...

Do Income Annuities Just Return Your Money Back To You?

March 10, 2026 4:25pm 14 min

In this episode, Marty Becker tackles one of the most common misconceptions retirees have about annuities — the belief that annuity companies are simply returning their own money back to them. He explains why this flawed...

Retirement Planning: The Psychological Transition Nobody Prepares For

February 26, 2026 9:33am 16 min

In this episode, Marty Becker explores the often-overlooked psychological side of retirement that has nothing to do with 401(k)s, Social Security timing, or interest rates. He discusses the multi-year psychological trans...

Retirement Income Strategy: Laddering Annuities For Guaranteed Income

February 20, 2026 1:30pm 12 min

Retirement isn't about chasing returns—it's about engineering income. In this episode, Marty Becker shares a real client case study that demonstrates one of the clearest retirement income frameworks he's ever seen. Dave,...

MYGAs vs CDs

February 12, 2026 6:48pm 14 min

In episode 102 of the Atlas Annuity Podcast, Marty Becker breaks down the key differences between Multi-Year Guaranteed Annuities (MYGAs) and bank CDs. While both are considered safe money options, there are critical dis...

Inherited Annuities: Stop Before You Sign That Paperwork

February 06, 2026 9:27pm 16 min

If you've inherited an annuity, the insurance company is probably pressuring you to fill out forms fast. But here's what they won't tell you: once you sign certain paperwork, the decision is irreversible—and it could cos...

Why Retirement Income Feels Harder Than It Should: The 4% Rule for 2026

January 21, 2026 4:45pm 15 min

If you've ever wondered why retirement feels more complicated than it should, you're not imagining things. For decades, people were told to save enough, invest wisely, and then withdraw 4% every year. But new research fr...

Use Annuities to Fund Roth Conversions Tax-Free

January 15, 2026 12:00pm 12 min

What if you could convert your traditional IRA to a Roth without feeling the tax pain? In episode 99 of the Atlas Annuity Podcast, Marty Becker reveals a little-known strategy that uses deferred income annuities to make ...

5 Reasons Smart People Resist Annuities (At First)

January 09, 2026 9:10pm 12 min

5 Reasons Smart People Resist Annuities (At First) | Episode 98 Here's a strange truth: annuities solve one of the biggest problems in retirement—not running out of money. And yet, they're one of the most emotionally rej...

Peak 65: Why 4 Million Retirees Face the Same Income Problem

January 01, 2026 7:48pm 16 min

If someone handed you a suitcase with a million dollars and said it has to last the rest of your life, would you feel confident or nervous? Most people say nervous—and that reveals everything wrong with how we think abou...

Fidelity Annuities vs Atlas Annuity Strategy: Save $133K on Guaranteed Retirement Income

December 18, 2025 1:41pm 16 min

In this episode, Marty Becker walks through a real retirement income case study involving a married couple who recently met with an advisor at Fidelity. The couple is fully retiring within the next year and needs $10,000...

The Axonic Trailhead Fixed Indexed Annuity Product Review

December 10, 2025 2:58pm 11 min

In episode 95 of the Atlas Annuity Podcast, Marty Becker reviews the Axonic Trailhead fixed indexed annuity—a product that's making waves in the industry. As of December 2025, Axonic offers the highest S&P 500 cap rate f...

Can Annuities Protect Your Assets from Creditors and Lawsuits?

December 02, 2025 3:33pm 9 min

In this episode, Marty Becker explores a powerful but often overlooked benefit of annuities—asset protection. After a conversation with an estate planning attorney from Florida, Marty breaks down how annuities can shield...

Nationwide Care Matters Annuity Review

November 21, 2025 7:06pm 17 min

In this episode, Marty breaks down why long-term care planning is one of the most overlooked parts of retirement—and why it can have serious financial consequences if ignored. Most people don’t realize how common long-te...

Lincoln OptiBlend 5: The S&P 500 Fixed Index Annuity Worth Considering

November 14, 2025 4:17pm 13 min

  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 inde...

13.25% Growth Annuity, Zero Principal Risk

October 24, 2025 6:02pm 13 min

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 ...

Why BlackRock Is Selling Annuities

October 16, 2025 5:52pm 12 min

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, th...

14% Annuity Bonus on Both Income and Death Benefit

October 10, 2025 5:55pm 20 min

In episode 89 of the Atlas Annuity Podcast, Marty Becker takes a deep dive into one of the biggest overlooked risks in retirement—financial fragility after the loss of a spouse. Drawing from research by the Center for Re...

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