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.
Financial Advisor Magazine: Choosing The Highest Safe Withdrawal Rate At Retirement – William Bengen
Michael Kitces May 2008 Kitces Report:
Robert Shiller PE Ratio:
Podcast episode with Michael Kitces interviewing William Bengen:
2020 Social Security Trustee’s Report:
The Retirement Calculator Jason and his team developed:
The RBC Nerds – A Private Facebook Group for customers of the retirement budget calculator.
Brian Buffini reads the book: As A Man Thinketh by James Allen
Teaching Kids about investing using the Stockpile app.
U.S. Bureau of Labor Statistics Inflation Data: