Today I’m breaking down the 4% rule.
Specifically, I’m sharing:
Key Takeaways
- A brief history of the rule
- Why the creator doesn’t follow it
- The pros and cons
I’m also sharing how you might take the current environment into consideration when using the 4% rule.
If you want to understand the most popular retirement income strategy once and for all, this episode is for you.
How to Listen to Today’s Episode
Episode Links & Resources:
- 👉 Get Your One-Time Retirement Plan
- The Original 4% Rule Paper by William Bengen [Retail Investor]
- The Inventor of the 4% Rule Just Changed It [MarketWatch]
- Jack Bogle’s Investment Advice [MarketWatch]
- Updating the 4% Rule for Early Retirees [Vanguard]
- History of Interest Rates [MacroTrends]
