Ep.#83: The 4% Rule in Retirement. (Pros, Cons, and Caveats)
Update: 2025-08-08
Description
In this episode of the HI Retirement Show, Jason takes a deep dive into the 4% rule, a widely used retirement strategy that helps determine how much you can safely withdraw from your portfolio each year. He unpacks the origins of the rule, explains how it works, and explores how it holds up in today’s market conditions. Jason also highlights key concerns and important considerations to keep in mind when applying the 4% rule to your own retirement plan.
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