The Retirement Risk Even Millionaires Can't Escape
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The Retirement Risk Even Millionaires Can't Escape
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There's a popular belief that annuities are only for people who are afraid of the market or haven't saved enough. But what if an annuity could actually improve the retirement outcome of someone worth several million dollars — even when the market performs well?
In this episode, Marty Becker, owner and founder of Atlas Financial Strategies, walks through a real case study of a client worth over $4 million in combined assets who still had a $172,000 per year income gap heading into retirement. Marty breaks down exactly where that gap came from, why more wealth doesn't automatically mean more retirement income, and how a single guaranteed income annuity closed the gap completely — without touching the rest of the portfolio.
If you've ever assumed that having "enough" money means you don't need to plan for guaranteed income, this episode will change how you think about retirement risk.
In this episode, you'll learn:
- Why net worth and retirement income are two completely different problems
- How a real client with $4M+ in assets still faced a six-figure income shortfall
- How a guaranteed income annuity with deferral closed the gap for a fraction of the portfolio's value
Want to see what your own income gap looks like? Book a free call with Marty at Atlas Financial Strategies.