Earn & Invest 516. Are Safe Withdrawal Rates Ridiculous (Rewind) W/Joe Saul Sehy and Christine Benz
Apr 15, 2024
Joe Saul Sehy from Stacking Benjamins and Christine Benz from Morningstar discuss flexible withdrawal strategies in retirement planning, challenging traditional safe withdrawal rate models. They explore optimizing withdrawal rates, banking excess retirement funds, setting guardrails, and finding purposeful activities in retirement. The podcast emphasizes adaptability and higher withdrawal rates for a stress-free retirement.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 6min
Challenges and Strategies in Retirement Planning
05:52 • 7min
Strategies for Building Flexibility into Financial Planning
12:48 • 5min
Optimizing Withdrawal Rates in Retirement
17:24 • 10min
Exploring Flexible Withdrawal Strategies in Retirement Planning
27:13 • 5min
Flexible Withdrawal Strategies and Guardrails
32:43 • 4min
Exploring Flexibility and Adaptability in Retirement Planning Strategies
37:06 • 4min
Enriching Retirement through Purposeful Activities
40:48 • 8min
Stories of Resilience and Success
49:07 • 2min
Exploring Higher Withdrawal Rates and Additional Income in Retirement Planning
51:21 • 8min
Exploring Bucket Lists and Personal Travel Experiences
59:30 • 2min