Podcast

Episode #9: Rules Gone Awry – A Lower Tax Bracket Part 1

Let’s continue our series on breaking down some of the retirement “rules” that have gone awry. This week, we’ll begin a two-part series on the retirement rule that you should plan to be in a lower tax bracket in retirement. Is that really true? Listen to this week’s podcast to find out. Continue reading

Episode #7: Rules Gone Awry – The 4 Percent Rule

You’ve perhaps heard the 4 percent rule, that if you take 4% out of your investment account each year, you’ll never outlive your money. Kevin talks about where this idea came from, and pokes some holes in this strategy in this third installment of Rules Gone Awry. Continue reading

Episode #6: Rules Gone Awry – The Rule Of 100

There’s a “rule” that says you should take 100, subtract your age, and the result tells you how much of your money you should invest in stocks. It would be awesome if retirement planning was that simple, but simple isn’t always effective and that’s the problem with the Rule of 100. Take a listen to find out about better ways to invest and plan for your financial future Continue reading