Episode 31: Why the 4% Rule May Be Too High – Part 1

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 of 3 major variables that may cause you to overshoot your amount.

Purchase Access to our upcoming Workshop, “On Your Own in Retirement: Special Considerations for Singles, Divorcees and Widows”, hosted live by Dan Veto, CSA on 9/19. Sign up now at risaprofile.com/style.

To learn more, click here to join our Retirement Researcher mailing list.

Links

Click here to watch this episode on YouTube: https://youtu.be/cuTgLBYg_hE?feature=shared

This episode is sponsored by Retirement Researcher https://retirementresearcher.com/

Recent Episodes

Episode 156: Navigating The New Retirement Landscape

In this episode, Wade and Alex welcome Jason Fichtner to discuss the evolving landscape of retirement income. They explore consumer perspectives on retirement, the importance of protected income strategies, and