Ep 41: Is the 4% Rule Still Relevant?

Apr 25

There are many general rules out there in the retirement world and it can be difficult to navigate which ones are still relevant in today’s environment. In this episode we will break down what the 4 percent rule is and how this rule fits in to today’s world of retirement financial planning.

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In this episode:

[1:15] What is the 4% rule?

[3:47] The 4% rule is not one size fits all

[4:16] Does the 4% rule miss anything regarding taxes and account types?

[4:59] Does the 4% rule allow you to plan for medical/large purchases?

[7:36] How does the 4% rule consider fluctuating interest rates?

[9:39] How do stock market returns impact the 4% rule?

Nicolas Davis