00:00 Intro
00:48 The “New” 4% Rule
02:10 Planning Horizon
03:14 Leaving a Legacy
05:04 Tax Implications
06:00 Asset Allocation
07:44 Portfolio Rebalancing
09:13 Investment Strategy
09:59 Withdrawal Timing
10:54 Planning Evolves
11:57 Bloopers

Is the 4% rule outdated? 🚨 Bill Bengen, the creator of this famous retirement strategy, now says retirees can safely withdraw 4.7% instead of 4%—giving them more income without increasing risk. In this video, I break down what this new withdrawal rate means, how much extra money you can safely spend, and the 8 key factors that impact your retirement withdrawals. Don’t leave money on the table—watch now to see if you should adjust your retirement strategy!

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Disclaimer: Please note that this video is made for entertainment purposes only and not to be taken as financial advice. Always make sure to do your own research.

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