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The Planning For Retirement Podcast
Kevin Lao
105 episodes
3 days ago
Welcome to "The Planning for Retirement Podcast," where we help educate and empower you to achieve financial security and fire your boss! Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Retirement - Estate Planning - Long-term Care Planning - Medicare - Required Minimum Distributions - Retirement Mortgage Strategies - And even some behind the scenes into building Imagine Financial Security I hope you enjoy the show!
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All content for The Planning For Retirement Podcast is the property of Kevin Lao and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to "The Planning for Retirement Podcast," where we help educate and empower you to achieve financial security and fire your boss! Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Retirement - Estate Planning - Long-term Care Planning - Medicare - Required Minimum Distributions - Retirement Mortgage Strategies - And even some behind the scenes into building Imagine Financial Security I hope you enjoy the show!
Show more...
Investing
Business
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92: Should The 4% Rule Be The 7% Rule?
The Planning For Retirement Podcast
30 minutes 13 seconds
3 months ago
92: Should The 4% Rule Be The 7% Rule?

PFR Nation,


If you have been a podcast listener for a while, you know I have strong feelings about the “4% Rule.” Well, the father of the 4% Rule, Bill Bengen, just released a new book where he admits that 4% is probably too low. In this episode, we’ll briefly touch on the history of the 4% rule, as well as the findings in his new book. But more importantly, we’ll discuss the downsides of actually using the 4% rule in real retirement planning and touch on some key planning opportunities for YOU (PFR Nation) to consider instead. 

I hope you all find this one helpful! 

Let me know what YOU think of the 4% Rule!


-Kevin


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This is for general education purposes only and should not be considered as tax, legal or investment advice.

The Planning For Retirement Podcast
Welcome to "The Planning for Retirement Podcast," where we help educate and empower you to achieve financial security and fire your boss! Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Retirement - Estate Planning - Long-term Care Planning - Medicare - Required Minimum Distributions - Retirement Mortgage Strategies - And even some behind the scenes into building Imagine Financial Security I hope you enjoy the show!