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Why the 4% Rule Might Be Failing Retirees

Why the 4% Rule Might Be Failing Retirees

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Is the 4% rule still relevant—or dangerously outdated? In this episode of Success in the New Retirement, Damon Roberts and Matt Deaton explore how longer lifespans, rising costs, and hidden 401(k) fees are reshaping retirement planning. They break down income strategies that go beyond traditional stocks and bonds, explain why mutual funds may be costing retirees more than they realize, and highlight the importance of working with a fiduciary. If you're serious about maximizing income and minimizing fees, this episode is a must-listen.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!

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