You may think your retirement plan is solid—but have you ever tested it?

In my latest post, I talk about stress testing your retirement income strategy. Just like your doctor checks your heart under pressure, we need to see how your finances hold up when things don’t go as planned.

Inside the post, I break down some of the most important retirement lessons most people never hear about:

• Why average returns can be misleading

• A real example of a couple at risk of running out of money

• How adding guaranteed income changed their entire plan

• What to do if the market crashes—or soars

It’s easy to understand, and the video brings the full strategy to life with real numbers and outcomes.

Click here to read the post and watch the episode

Thinking about using your 401k to buy an annuity? In this episode, I break down the two main ways to do it—and the big mistakes you’ll want to avoid. I also share a real-life example of how one couple increased their guaranteed income by $70,000 just by using a smarter rollover strategy.

Here’s what we cover:

• Why annuities are becoming more popular for retirement income

• What the SECURE Act changed about annuities inside 401k plans

• The pros and cons of using your 401k’s built-in annuity options

• How to roll over your 401k without triggering taxes

• Why a second opinion can mean thousands more in retirement income

If your 401k is a big part of your retirement plan, this episode is a must-listen.

You’ve made the decision to buy an annuity—but what actually happens next? In this episode, I walk you through the full process, step by step. From submitting the application to funding the annuity and activating your benefits, I explain what to expect and when.

We’ll cover:

• Why your advisor never touches your money
• How direct rollovers protect you from unexpected taxes
• When you’ll get your policy and how to set up your online access
• What your “free look” period means and why it matters

Whether you’ve already bought an annuity or are still thinking about it, this episode will help you feel more confident and prepared.

Want help with your own retirement plan? Visit AtlasAnnuity.com to schedule a call.