Category: Total Return

Episode 37: Retirement Distribution Strategies: How is it REALLY done in a professional setting?

In this episode Alex and Wade speak to Brian Bass, a financial advisor from McLean Asset Management, to discuss the ...

Episode 36: Beyond the 4% Rule: Part 2 – Varied and Various Variable Distribution Strategies

In this episode, Wade and Alex get into the specifics of how Variable Distribution Strategies work - including some of ...

Episode 35: Beyond the 4% Rule – Part 1: Different Portfolio Retirement Income Strategies That May Work Better For You

In this episode, Wade and Alex go beyond constant spending strategies and discuss the key assumptions on integrating a more ...

Episode 34: Even In Volatile Markets, Find Out Why The 4% Rule Distribution May Be Too Low

The previous 3 episodes discussed why the 4% rule may be too high. Now, Wade and Alex review why the ...

Episode 33: More Reasons Why The 4% Rule May Still Be Too High

This episode concludes our three-part discussion on why the 4% sustainable withdrawal rate may be too ambitious as a retirement ...

Episode 32: Three Key Reasons Why Investing for Dividends as a Retirement Income Strategy is a Mistake

Alex and Wade discuss 3 key reasons that point out the dangers of investing for dividends (or yield) as your ...

Episode 31: Why the 4% Rule May Be Too High – Part 1

Alex and Wade discuss a few potential reasons why the 4% rule for taking distributions from your investment portfolio may ...

Episode 30: Can We Assume the 4% Rule Provides A Safe Withdrawal Rate For Retirement Income?

Wade and Alex breakdown the origins of the 4% rule and how it set the stage for the foundation of ...

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