Mar 04 2025 24 mins 6
In this episode of Decoding Retirement, America’s definitive voice on retirement, Robert 'Bob' Powell speaks with Bill Bengen, "4% rule" Researcher/Author of "A Richer Retirement", about how to create retirement income plans.
Find out everything you need to know about the new and improved "4.7% rule".
Retirement planning doesn’t mean locking up your money for a rainy day and forgetting about it. Planning your future means reacting to events today. Decoding Retirement gives you the tools to navigate the years ahead, and take action now! Each week, Robert 'Bob' Powell will dissect the big headlines, decode key themes, and unpack the possible domino effect for your money. When it comes to retirement planning, Robert Powell and Yahoo Finance will not let you fall behind!
Find this episode and more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.
Thoughts? Questions? Fan mail? Email us at [email protected].
:50 - Retirement income plan
3:30 - Planning horizon
6:20 - Asset allocation
11:20 - Portfolio rebalancing
15:00 - Withdrawal timing
20:00 - Asset-liability matching
21:00 - Alternative retirement income
Yahoo Finance's Decoding Retirement is hosted by Robert Powell, and produced by Austin Rivera.
Robert Powell holds several prominent positions within the financial industry. He serves as the editor-in-chief of the Investments and Wealth Institute's (IWI) Retirement Management Journal, the world's first peer-reviewed journal solely dedicated to retirement income. He also hosts the Exceptional Advisor podcast by IWI. Powell is both a Certified Financial Planner® and Retirement Management Adviser® certificant.
William Bengen is a retired financial planning practitioner. In 1994, he pioneered safe withdrawal literature by studying a constant spending strategy. He introduced the popular 4% rule, later revised to 4.7%.
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