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Ep #99: The 4% Rule Revisited: How to Craft a Safe Retirement Withdrawal Rate
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Have you heard these retirement myths? The 4% rule is the only safe withdrawal rate, asset allocation doesn't matter in retirement, and setting a fixed withdrawal rate is the best strategy. But is it true?
In this episode, Joe speaks with Bill Bengen, a seasoned financial advisor who is widely recognized for his pivotal role in introducing the 4% rule for retirement planning. With a rich background spanning over three decades, Bengen's profound research has significantly influenced the approach to safe withdrawal rates and asset allocation strategies in retirement planning. His expertise extends beyond conventional wisdom, delving into the intricate details of portfolio management and the significance of maintaining a balanced investment approach.
Read the full show notes and find more information here: EP 99 Show Notes
100 episodes
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