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16min chapter
Mr 4% is now Mr 5% | Bill Bengen | 111
Catching Up to FI
Navigating Portfolio Allocation and Retirement Planning
This chapter focuses on the complexities of effective portfolio allocation, highlighting the need for diversification across various asset classes, including equities and real estate. It also offers strategies for individuals approaching retirement, examining crucial financial factors and the relevance of the 4% rule. With personal anecdotes and lessons from past market crises, the speakers underscore the importance of adaptability and strategic planning in investment management.
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