Rethinking Safe Withdrawal Rates

Failed to add items

Sorry, we are unable to add the item because your shopping cart is already at capacity.

Add to basket failed.

Please try again later

Add to Wish List failed.

Please try again later

Remove from Wish List failed.

Please try again later

Follow podcast failed

Unfollow podcast failed

Rethinking Safe Withdrawal Rates

Listen for free

View show details

About this listen

Curious about safe withdrawal rates in retirement? In this episode, we delve into their evolution, misconceptions, and practical applications for a financially secure retirement.

(00:00) - Introduction and Overview
(01:11) - The 4% Rule and Its Origins
(06:58) - Customizing Retirement Plans
(10:16) - Budgeting Approaches for Retirement
(17:30) - Sequence of Returns Risk
(20:58) - Exploring the Guardrails Approach
(26:06) - Planning for Longevity and Withdrawal Rates
(30:52) - Dynamic Asset Allocation and Income Ladders
(38:42) - Case Study: Spending Strategies in Retirement

Links & resources from this episode:

Visit our website: https://makingretirementmakesense.com
William P. Bengen book: https://a.co/d/b1d78sr

LIKE & SUBSCRIBE for new videos every week: https://www.youtube.com/@MakingRetirementMakeSense

Follow Making Retirement Make Sense on all social platforms:

Facebook: https://www.facebook.com/profile.php?id=61580093698229
Instagram: https://www.instagram.com/MakingRetirementMakeSense
LinkedIn: https://www.linkedin.com/company/MakingRetirementMakeSense/
X: https://x.com/MRMSPodcast

Disclosure

This channel contains general educational information only. Nothing contained herein should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice.

No reviews yet