30 min

Understanding the 4% Rule and Safe Withdrawal Rates Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

    • Investing

The 4% rule has become a standard used by many investors to determine the amount they can safely withdrawal in retirement. But most don't know where it came from, the assumptions used for it and how safe withdrawal rates can be impacted by the many factors we deal with as investors. In this episode we take a deep dive into the 4% rule and the concept of safe withdrawal rates and look at the answers to those questions.

We hope you enjoy the discussion.

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The 4% rule has become a standard used by many investors to determine the amount they can safely withdrawal in retirement. But most don't know where it came from, the assumptions used for it and how safe withdrawal rates can be impacted by the many factors we deal with as investors. In this episode we take a deep dive into the 4% rule and the concept of safe withdrawal rates and look at the answers to those questions.

We hope you enjoy the discussion.

SEE LATEST EPISODES

⁠⁠⁠⁠https://www.validea.com/the-education-of-a-financial-planner-podcast⁠⁠⁠⁠

FIND OUT MORE ABOUT VALIDEA CAPITAL

⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠

FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS

⁠⁠⁠⁠https://sunpointeinvestments.com/⁠⁠⁠⁠

FOLLOW JACK

Twitter: ⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠

LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠

FOLLOW JUSTIN

Twitter: ⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠

LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠

FOLLOW MATT

Twitter: ⁠⁠⁠⁠https://twitter.com/cultishcreative⁠⁠⁠⁠

LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/

30 min