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Mr 4% is now Mr 5% | Bill Bengen | 111

Catching Up to FI

CHAPTER

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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