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The 4% Rule: Clearing Up Misconceptions With Its Creator Bill Bengen

The Financial Samurai Podcast

CHAPTER

Navigating Retirement: Insights on the 4% Rule

This chapter explores personal experiences related to retirement, focusing on the transition from financial advisor to author and speaker. It discusses the complexities of the 4% withdrawal rule, including its misconceptions, tax implications, and the emotional factors influencing spending versus saving in retirement. Additionally, the conversation highlights generational disparities in wealth accumulation and the impact of family attitudes towards money.

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