Total Return

In this episode Alex and Wade speak to Brian Bass, a financial advisor from McLean Asset Management, to discuss the practical applications of the sustainable withdrawal strategies that are frequently

In this episode, Wade and Alex get into the specifics of how Variable Distribution Strategies work – including some of the different rules and techniques that you can use with

In this episode, Wade and Alex go beyond constant spending strategies and discuss the key assumptions on integrating a more dynamic withdrawal strategy to your retirement plan.

The previous 3 episodes discussed why the 4% rule may be too high. Now, Wade and Alex review why the opposite may be true. We break down four reasons to

This episode concludes our three-part discussion on why the 4% sustainable withdrawal rate may be too ambitious as a retirement income planning assumption. In this episode, Wade and Alex get

Alex and Wade discuss 3 key reasons that point out the dangers of investing for dividends (or yield) as your “go-to” retirement income strategy. Listen to hear them breakdown how

Alex and Wade discuss a few potential reasons why the 4% rule for taking distributions from your investment portfolio may be unfounded in today’s environment. They discuss in-depth the impact

Wade and Alex breakdown the origins of the 4% rule and how it set the stage for the foundation of many sustainable spending strategies. They also revisit some of the