Beyond the 4% Rule: Smarter Strategies for Financial Independence with Karsten Jeske

All the Hacks with Chris Hutchins

#189: Learn to master retirement market risks and safe withdrawal rates with finance expert Karsten Jeske. We explore key strategies like the 4% rule, sequence of return risk, and delve into roles of taxes, annuities, inflation protection, portfolio allocation, and even the psychological aspects of retirement planning.

Karsten Jeske is the founder of Early Retirement Now, a blog where he shares his expertise in retirement planning, safe withdrawal rates, and financial independence. He has a PhD in economics and is a Chartered Financial Analyst.

Link to Full Show Notes: https://chrishutchins.com/how-to-retire-early-karsten-jeske

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Resources Mentioned

Karsten Jeske: Blog | X | LinkedIn

Safe Withdrawal Rate Series

  • Part 14 & Part 15: Sequence of Return Risk
  • Part 28: Free DIY Withdrawal Rate Toolbox
  • Part 35: Asset Location
  • Part 43: Pre-Retirement Glidepaths
  • Part 61: Safety First

Blog Post: Stealth Frugality

Shiller CAPE Ratio

Alpha Architect 1-3 Month Box ETF: BOXX

Blog For Tax Optimization: Go Curry Cracker

ATH Podcast:

  • Ep #2: Financial Independence Without a Six Figure Salary with Brad Barrett
  • Ep #141: The Spectrum of Financial Independence and Tools to Track Your Progress with Brad Barrett
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