Retire On Your Best Path with Liz Whitteberry
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.
Retire On Your Best Path with Liz Whitteberry
The 4% Rule Got An Upgrade- Now What?
•
Liz Whitteberry
For decades, the 4% rule has been a popular rule of thumb for retirement income planning- withdraw 4% annually from your portfolio, and your money should last 30 years. But now, the original creator of the rule is updating it. What’s changed? And should you change your retirement plan too?
Here’s some of what we discuss in today’s show:
- The 4% rule is now 4.7%... should you celebrate?
- Having flexibility and guardrails for your income plan
- Market cycles, inflation, and risk tolerance: it all matters
- Rules of thumb vs. real retirement math
- Choosing a withdrawal rate that fits your plan
Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube
