Ep 21 - How Much Can I Spend in Retirement? Why the 4% Rule Gets it Wrong
No se pudo agregar al carrito
Add to Cart failed.
Error al Agregar a Lista de Deseos.
Error al eliminar de la lista de deseos.
Error al añadir a tu biblioteca
Error al seguir el podcast
Error al dejar de seguir el podcast
Ep 21 - How Much Can I Spend in Retirement? Why the 4% Rule Gets it Wrong
-
Narrado por:
-
De:
Acerca de esta escucha
What if the most common retirement rule was never meant to be a rule at all?
In this episode, we unpack the origins, flaws, and overlooked nuances of the 4% rule—and why it might not be the best way to plan your financial future. From its fear-based beginnings to its rigid application in a dynamic world, Tyler breaks down 5 key reasons to rethink the 4% rule altogether.
You’ll learn:
Where the 4% rule actually came from (hint: worst-case scenario thinking)
What the Trinity Study really showed—and what most people ignore
How sequence of returns risk can silently wreck your plan
Why portfolio size and asset allocation matter far more than a static percentage
Smarter, more dynamic strategies to adjust year-by-year
If you’ve ever asked, "How much can I safely spend in retirement?"—this one’s for you.
📝 Leave a review if you enjoy the episode or send your thoughts to socialcapconnect@gmail.com. This show is for you, and we want it to be as good as it can be.