White Coat Investor Podcast cover image

WCI #325: What is the 4% Rule?

White Coat Investor Podcast

00:00

How to Evaluate a Pension Along With the 4% Rule

Pension doesn't adjust for inflation, so over time there will need to be a draw from an investment portfolio. Take the difference between that number and 100k from the pension and see if 4% of the current investment portfolio is at least enough to cover that difference. Any thoughts on these ideas? Or anything else I'm forgetting? Thanks again very much.

Play episode from 06:13
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app