🚫💸 Mr 4% is now Mr 5% | Bill Bengen | 111 скачать в хорошем качестве

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

In this episode we welcome the legendary Bill Bengen! He is the creator of the infamous 4% rule that is referenced in any quality conversation about retirement and withdrawal rates. There's been spirited debates and lengthy discussions about Bengen's research but there is no one better than the man himself to weigh in on what he thinks about it 30 years later. We talk about the evolution of Bengen's research, his thoughts on market timing vs. managing risk, and he gives us a preview of his upcoming book geared toward consumers. 🔗 Connect with us https://linktr.ee/cutfi ☕ Buy CUtFI a coffee https://www.buymeacoffee.com/catching... 🎙️ Record a Message for CUtFI https://catchinguptofi.com/contact-us THANK YOU TO OUR SPONSOR: ➡️ DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code 'Catchingup' at checkout to get 20% off http://joindeleteme.com/catchingup RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.) 🌐 Bill Bengen Wikepedia page https://en.wikipedia.org/wiki/William... Bill Bengen on Kitces podcast/blog: https://www.kitces.com/blog/bill-beng... 📗 Conserving Client Portfolios During Retirement 👉🏻 https://amzn.to/49v8MOY 🕒 TIMESTAMPS / CHAPTERS: 00:00 Dreams of Space Exploration 00:40 Navigating Market Risks 01:14 The Birth of the 4% Rule 02:12 Introduction to Bill Bengen 04:15 Bill Bengen's Career Journey 06:27 The Evolution of Financial Planning 10:20 The 4% Rule Explained 18:10 Modern Financial Strategies 31:20 Accumulation vs. Retirement Goals 31:52 The 4% Rule and Nest Egg Calculation 32:34 Market Timing and Risk Management 33:19 Managing Client Portfolios 35:25 Transitioning Out of Financial Advising 37:28 Current Portfolio Management Strategies 38:27 Financial Forecasting and Predictions 40:30 The Evolution of Financial Planning 42:11 Upcoming Book and New Research 48:48 Advice for Late Starters 51:31 Personal Reflections and Final Thoughts 🎧 Listen & Subscribe: Don't forget to subscribe to "Catching Up to FI" for more insightful episodes. Tap the bell icon 🔔 to get notified of new episodes! ✍🏻 Leave a Comment: Share your thoughts or experiences in the comments below. Have questions for our guests or the hosts? Drop them here, and we’ll get back to you! 👍🏻👍🏿 Like, Share, and Subscribe: If you enjoyed this episode, please like, share, and subscribe! Your support helps us bring more valuable content to you. Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.