Jan 28 2025 88 mins 73
Jim, Chris, and Jake share their thoughts on a recent Morningstar study that lowers the industry-standard safe withdrawal rate to 3.7%. They review a MarketWatch article discussing the study, highlighting points of agreement and disagreement. Throughout the conversation, they explore their approach to retirement planning, including the Minimum Dignity Floor
, See-Through Portfolio, and Fun Number concepts, comparing these to the safe withdrawal rate and Monte Carlo methods for determining retirement spending.
Show Notes:
Watch the video from Morningstar
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