Fun Buckets and the Secure Income Retirement Process | Mark Trautman | 039

Catching Up to FI

We welcome back Mark Trautman of Mark’s Money Mind. Bill and Becky chatted with Mark on episode 12 about money in relationships. Mark also stood in for Bill as a co-host with Roger Whitney, the Q&A panel from CampFI, and On the Road with Catching Up to FI.

In this conversation, we are going to dive into an alternative to the 4% Rule of Thumb. We see people in our community ask about a drawdown strategy in retirement, and the go-to answer seems to be the 4% Rule. But we would like to present another way of solving for that question, “How much money do I need for retirement?”

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Resources mentioned on the show:

4% Rule

Early Retirement Now

The Retirement and IRA Show with Jim Saulnier and Chris Stein

The 4% Rule: EDU #2216 - The Retirement and IRA Show

The Fun Number Part 1: EDU #2302 - The Retirement and IRA Show

All About The Minimum Dignity Floor (MDF) Part 1: EDU #2231 - The Retirement and IRA Show

What's an Annuity?

Delayed Annuity

Qualified Longevity Annuity Contract (QLAC)

Fixed Period Annuity

Amberly Grant

CampFI

FI Freedom Retreats

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.