Morningstar's New Safe Withdrawal Rate; ETFs Vs Index Funds
Check Your Balances - A podcast by Ross Anderson, CFP® and Daniel Messeca, CFP® - Wednesdays

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This week we unpack Morningstar's report entitled: The State of Retirement Income: Safe Withdrawal Rates. Do we need to replace the old 4% rule with the 3.3% rule? We also address the differences between ETFs and Mutual Funds when it comes to index investing. You can download Morningstar's report using this link. Do you have a question or comment you'd like covered on the show? Email us at [email protected] and maybe the spirit will inspire Ross to mail C...