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Episode 37: Retirement Distribution Strategies: How is it REALLY done in a professional setting?
October 25, 2022
In this episode Alex and Wade speak to Brian Bass, a financial advisor from McLean Asset Management, to discuss the ...
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Episode 36: Beyond the 4% Rule: Part 2 – Varied and Various Variable Distribution Strategies
October 18, 2022
In this episode, Wade and Alex get into the specifics of how Variable Distribution Strategies work - including some of ...
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Episode 35: Beyond the 4% Rule – Part 1: Different Portfolio Retirement Income Strategies That May Work Better For You
October 11, 2022
In this episode, Wade and Alex go beyond constant spending strategies and discuss the key assumptions on integrating a more ...
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Episode 34: Even In Volatile Markets, Find Out Why The 4% Rule Distribution May Be Too Low
October 4, 2022
The previous 3 episodes discussed why the 4% rule may be too high. Now, Wade and Alex review why the ...
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Episode 33: More Reasons Why The 4% Rule May Still Be Too High
September 27, 2022
This episode concludes our three-part discussion on why the 4% sustainable withdrawal rate may be too ambitious as a retirement ...
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Episode 32: Three Key Reasons Why Investing for Dividends as a Retirement Income Strategy is a Mistake
September 20, 2022
Alex and Wade discuss 3 key reasons that point out the dangers of investing for dividends (or yield) as your ...
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Episode 31: Why the 4% Rule May Be Too High – Part 1
September 13, 2022
Alex and Wade discuss a few potential reasons why the 4% rule for taking distributions from your investment portfolio may ...
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Episode 30: Can We Assume the 4% Rule Provides A Safe Withdrawal Rate For Retirement Income?
September 6, 2022
Wade and Alex breakdown the origins of the 4% rule and how it set the stage for the foundation of ...
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