Episode 247 of our Retire With Style podcast is out now! In this week’s episode of Retire With Style, Alex and I revisit the 4% rule and discuss where it can still be helpful, as well as where it starts to break down. Real retirement spending isn’t constant. Taxes change, Social Security and other income sources come online at different times, and retirees may want to spend more during some stages of retirement than others.
We also work through several questions from our recent live Q&A, including QLACs, Roth conversions and hidden tax traps, investing in the age of AI, preparing for an unexpectedly early retirement, and how much risk really exists with annuities.
There’s a lot packed into this one, but the common thread is an important one: retirement planning rarely comes down to following a single rule. Listen now to learn more!
The Retire With Style Podcast Has a New Home!
We’re excited to share that all podcast episodes- past and present- are now available on our new site: RetireWithStyle.com. It’s your one-stop shop for catching up on episodes, watching video versions, and even submitting your own retirement questions for future shows.
You can also watch and subscribe to new video episodes on our YouTube channel, with fresh content every Wednesday.
Prefer to listen on your favorite podcast app? We’ve got you covered. You can still find Retire With Style on Apple Podcasts, Spotify, Podbean, Amazon Music, Audible, iHeart, TuneIn, and now YouTube Music.
Take a look around the new site and let us know what you think. Feel free to share with friends, and to reply here with any comments. Thank you, Wade Pfau, PhD, CFA, RICP Founder of Retirement Researcher
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