The Father of the 4% Rule Says Retirees Can Withdraw Much More

Robert Brokamp interviews William Bengen, the financial planner behind the 4% safe withdrawal rate rule. They discuss Bengen's new book, "Why Most Retirees Can Withdraw More Than 4%," exploring how factors like market valuation and inflation impact safe withdrawal rates. Bengen shares his background, the evolution of his research, and the factors that influence withdrawal rates, including stock market valuations, inflation, and the importance of the first decade of retirement. He also provides insights into asset allocation, portfolio management, and rebalancing strategies, and offers advice for retirees based on his own experiences.

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Motley Fool Money

Introduction to the 4% Rule and William Bengen's Research

Factors Influencing Safe Withdrawal Rates and Average Withdrawal Rates

Market Valuation, Inflation, and the Importance of the First Decade of Retirement

Developing a Personal Withdrawal Plan: Timeframe and Asset Allocation

Portfolio Management: Rebalancing, Stock Allocation, and Retirement Advice

The Father of the 4% Rule Says Retirees Can Withdraw Much More

Motley Fool Money

00:05Introduction to the 4% Rule and William Bengen's Research

Introduction to the 4% Rule and William Bengen's Research

04:19Factors Influencing Safe Withdrawal Rates and Average Withdrawal Rates

Factors Influencing Safe Withdrawal Rates and Average Withdrawal Rates

07:09Market Valuation, Inflation, and the Importance of the First Decade of Retirement

Market Valuation, Inflation, and the Importance of the First Decade of Retirement

12:12Developing a Personal Withdrawal Plan: Timeframe and Asset Allocation

Developing a Personal Withdrawal Plan: Timeframe and Asset Allocation

16:45Portfolio Management: Rebalancing, Stock Allocation, and Retirement Advice

Portfolio Management: Rebalancing, Stock Allocation, and Retirement Advice