Mr 4% is now Mr 5% | Bill Bengen | 111

In this episode we welcome the legendary Bill Bengen! He is the creator of the infamous 4% rule that is referenced in any quality conversation about retirement and withdrawal rates. There's been spirited debates and lengthy discussions about Bengen's research but there is no one better than the man himself to weigh in on what he thinks about it 30 years later. We talk about the evolution of Bengen's research, his thoughts on market timing vs. managing risk, and he gives us a preview of his upcoming book geared toward consumers.

🔗Connect with us

 Buy CUtFI a coffee

 Record a message for CUtFI

Thank you to our sponsor:

 DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off 

Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

🌐 Bill Bengen Wikepedia page

Bill Bengen on Kitces podcast/blog 

📗 Conserving Client Portfolios During Retirement

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!

Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.