18 min

Episode 38 - The 4% Rule Dollars & Sensibilities

    • Investing

Back of the napkin financial planning is no substitute for the real thing, but it can serve as a benchmark to see if you’re on the right path! This week Bill and Andrew explain the 4% rule and how everyone can use this simple trick to check in on their retirement savings goal.



Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. WIS is only allowed to provide services to clients in states where we are registered. Please contact us to obtain a listing of the states were we are currently doing business.

Back of the napkin financial planning is no substitute for the real thing, but it can serve as a benchmark to see if you’re on the right path! This week Bill and Andrew explain the 4% rule and how everyone can use this simple trick to check in on their retirement savings goal.



Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. WIS is only allowed to provide services to clients in states where we are registered. Please contact us to obtain a listing of the states were we are currently doing business.

18 min