Navigating Financial Forecasting and Historical Lessons

In this episode we welcome the legendary Bill Bengen! He is the creator of the infamous 4% rule that is referenced in any quality conversation about retirement and withdrawal rates. There's been spirited debates and lengthy discussions about Bengen's research but there is no one better than the man himself to weigh in on what he thinks about it 30 years later. We talk about the evolution of Bengen's research, his thoughts on market timing vs. managing risk, and he gives us a preview of his upcoming book geared toward consumers.

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Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)

🌐 Bill Bengen Wikepedia page

Bill Bengen on Kitces podcast/blog 

📗 Conserving Client Portfolios During Retirement

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Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.