Ep 6 – Bill Bengen on the history of his research on the 4% rule, his latest thinking on the framework of current strategies and the role of inflation and market valuation on SWR today…
Adviser 3.0: The Podcast - A podcast by Abraham Okusanya - Wednesdays
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Abraham and Bill have a detailed discussion around: - How Bill got into financial planning and his role as former owner of Bengen Financial Services - The history of his research on the 4% rule - Bill’s latest thinking on the framework of retirement withdrawal strategies - Bill’s thoughts on the role of inflation and market valuation on SWR today - How Bill invests his retirement money