On The Money: The 4% Rule
On this episode of "On the Money" Ruedi Wealth advisors and Dr. Fred Giertz discuss why you can't rely on the 4% rule
Don’t Trust the 4% Rule (12:30)
Origin of the 4% Rule (14:31)
4% Rule Is based on 30 Year Time Horizon (17:25)
4% rule is based on a 50% stock 50% bond portfolio (19:30)
The 4% rule is based on the worst case scenario and no adjustments (33:33)
What should people do instead of the 4% Rule (39:00)
Read more: https://www.ruediwealth.com/on-the-mo...
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Ruedi Wealth Management is a family-owned wealth management firm that strives to help our clients achieve their retirement goals.
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(972) 532-7833