38 min

Money Moves: Retirement Rules, Tax Tactics, and Bezos' Relocation Invested Interest

    • Investing

In this episode, we explore various aspects of financial planning and investment strategies, starting with the debate surrounding the 4% withdrawal rule in retirement planning. Suze Orman advocates for reducing it to 3% due to inflation concerns, while the creator of the 4% rule, Bengtsson, suggests increasing it to 4.5% or even 4.7% in response to inflation. The conversation emphasizes the importance of adapting withdrawal rates based on market conditions and individual client needs rather t...

In this episode, we explore various aspects of financial planning and investment strategies, starting with the debate surrounding the 4% withdrawal rule in retirement planning. Suze Orman advocates for reducing it to 3% due to inflation concerns, while the creator of the 4% rule, Bengtsson, suggests increasing it to 4.5% or even 4.7% in response to inflation. The conversation emphasizes the importance of adapting withdrawal rates based on market conditions and individual client needs rather t...

38 min