33 min

Does Early Retirement Still Work With 2023 Inflation? Featuring Bill Bengen The Money with Katie Show

    • Investing

Bill Bengen, who established the 4% safe maximum withdrawal rate (the rule on which most of financial planning relies), is a straight shooter, and his perspective on whether or not we’re currently in uncharted waters surprised me.
But fear not—there’s a little-discussed element of planning for early (as well as regular!) retirement that might be our saving grace. We’ll unpack that, too.
Learn more about our sponsor, Vin Social: https://www.vinsocial.vip
Learn more about our sponsor, TaxAct: https://www.taxact.com/moneywithkatie
Learn more about our sponsor, Fidelity: https://fidelity.com/stocksbytheslice
Transcripts can be found at podcast.moneywithkatie.com.

Mentioned in the Episode

The 4% Rule by Bill Bengen: https://www.retailinvestor.org/pdf/Bengen1.pdf


Our previous episode on the 4% Rule: https://podcast.moneywithkatie.com/the-most-dangerous-misconceptions-about-the-4-safe-withdrawal-rate/



Follow Along at Money with Katie: https://moneywithkatie.com/
Watch on YouTube: https://www.youtube.com/@MoneywithKatie

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- Instagram: https://www.instagram.com/moneywithkatie/
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Bill Bengen, who established the 4% safe maximum withdrawal rate (the rule on which most of financial planning relies), is a straight shooter, and his perspective on whether or not we’re currently in uncharted waters surprised me.
But fear not—there’s a little-discussed element of planning for early (as well as regular!) retirement that might be our saving grace. We’ll unpack that, too.
Learn more about our sponsor, Vin Social: https://www.vinsocial.vip
Learn more about our sponsor, TaxAct: https://www.taxact.com/moneywithkatie
Learn more about our sponsor, Fidelity: https://fidelity.com/stocksbytheslice
Transcripts can be found at podcast.moneywithkatie.com.

Mentioned in the Episode

The 4% Rule by Bill Bengen: https://www.retailinvestor.org/pdf/Bengen1.pdf


Our previous episode on the 4% Rule: https://podcast.moneywithkatie.com/the-most-dangerous-misconceptions-about-the-4-safe-withdrawal-rate/



Follow Along at Money with Katie: https://moneywithkatie.com/
Watch on YouTube: https://www.youtube.com/@MoneywithKatie

Follow Money with Katie!
- Instagram: https://www.instagram.com/moneywithkatie/
- Twitter: https://twitter.com/moneywithkatie
 
Subscribe to The Money with Katie Newsletter
- Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2

Follow the Brew!
- Instagram: https://www.instagram.com/morningbrew/
- Twitter: https://twitter.com/MorningBrew
- TikTok: https://www.tiktok.com/@morningbrew
Learn more about your ad choices. Visit megaphone.fm/adchoices

33 min