327 When Can I Retire

Sound Retirement Planning Podcast

In this podcast episode Jason explores retirement income planning and the newest information available regarding the “Safe Withdrawal Rate”. Jason gives you 2 easy formulas to help you discover if you have saved enough to retire. Be sure to listen to the end to learn about a powerful retirement calculator that can make retirement planning much easier. Below are the articles, podcast, and resources mentioned in this episode.

Rating: 4 out of 5.

Financial Advisor Magazine: Choosing The Highest Safe Withdrawal Rate At Retirement – William Bengen
https://www.fa-mag.com/news/choosing-the-highest-safe-withdrawal-rate-at-retirement-58132.html

Michael Kitces May 2008 Kitces Report:
https://www.kitces.com/may-2008-issue-of-the-kitces-report/

Robert Shiller PE Ratio:
https://www.multpl.com/shiller-pe

Podcast episode with Michael Kitces interviewing William Bengen:
https://www.kitces.com/blog/bill-bengen-4-percent-rule-safe-withdrawal-rates-historical-returns-research-book/

2020 Social Security Trustee’s Report:
https://www.ssa.gov/oact/TRSUM/index.html

The Retirement Calculator Jason and his team developed:
https://retirementbudgetcalculator.com/

The RBC Nerds – A Private Facebook Group for customers of the retirement budget calculator.
https://www.facebook.com/groups/rbcnerds

Brian Buffini reads the book: As A Man Thinketh by James Allen
https://www.thebrianbuffinishow.com/as-a-man-thinketh-200/

Teaching Kids about investing using the Stockpile app.
https://www.stockpile.com/

U.S. Bureau of Labor Statistics Inflation Data:
https://www.bls.gov/cpi/

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