How Much Can You ACTUALLY Withdraw From Your Portfolio? скачать в хорошем качестве

How Much Can You ACTUALLY Withdraw From Your Portfolio?

The fear of running out of money is the biggest concern for most retirees. The key to overcoming it is finding a safe withdrawal rate, but the answer isn't as simple as 4%. This video explores the different studies, from the original research to modern updates, and shows how your personal risk tolerance and other guaranteed income sources dramatically change your safe number. -------------------------------------------------- ➡️ CHAT with Us: https://tinyurl.com/ChatWithBeckerOrr ➡️ Get Our Newsletter: https://tinyurl.com/BeckerOrrNewsletter -------------------------------------------------- Chapters: 00:00 The #1 Fear: Running Out of Money 00:25 The Original "4% Rule" (William Bengen, 1994) 03:07 The 2025 Update: Bengen Says 4.7% is the New Safe Rate 03:54 The Counterpoint: Morningstar's Study Says 3.7% 04:58 The Two Biggest Risks: Inflation & Market Returns 05:47 A Different View: It's a Personal Trade-Off 07:32 Takeaway: It's an Ongoing Process, Not a Single Decision 08:03 Our Best Practices for Your Withdrawal Plan #Retirement #FinancialPlanning #Withdrawal WHO ARE WE? Clinton and Kevin are with Becker Orr Wealth Management and are both Portfolio Managers with Canaccord Genuity Wealth Management. Combined they have over 40 years of experience. DISCLAIMER All views expressed in this (video or presentation) are provided for informational purposes only and does not constitute an offer or solicitation to buy or sell any securities. The statements expressed herein are not intended to provide tax, legal or financial advice, and under no circumstances should be construed as a solicitation to act as a securities broker or dealer in any jurisdiction. All views are intended for general circulation only and do not have any regard to the specific investment objectives, financial situation or general needs of any particular person, organization or institution. Please do not hesitate to contact us should you want to know more about the information contained in this (video or presentation) or have any related questions. Canaccord Genuity Wealth Management is a division Of Canaccord Genuity Corp., Member-Canadian Investor Protection Fund (CIPF) and The Canadian Investment Regulatory Organization (CIRO)