In this episode, we combine two of the topics we often cover on the podcast. We talk both retirement planning and factor investing with Dimensional Fund Advisors Senior Researcher Mathieu…
Tag: Retirement
Using Variable Withdrawal Rate Strategies in Retirement
Many investors are familiar with the 4% rule and fixed withdrawal rate retirement strategies. But in the real world, maintaining a fixed withdrawal rate is rarely the way things actually…
Retirement Planning with Monte Carlo: Inputs, Interpretation and Limitations
In this episode of the Education of a Financial Planner, we take a detailed look at Monte Carlo simulation and how it is used in retirement planning. The look at…
Understanding the 4% Rule and Safe Withdrawal Rates
The 4% rule has become a standard used by many investors to determine the amount they can safely withdrawal in retirement. But most don’t know where it came from, the…
Retirement Planning in Your Prime Earning Years
Regardless of when you start saving for retirement, the most important period to save is probably the period when your income is at its peak. In this episode, we discuss…
Take These Small Steps To Boost Your Retirement Savings
As a requirement of the new Secure Act 2.0 legislation, all new retirement savings plans will automatically enroll workers beginning in 2025, unless they opt out, and gradually increasing their…
Investors Say They Need $3 Million To Retire
According to a recent MLIV Pulse survey—a weekly survey conducted by Bloomberg’s Markets Live team—the 553 investors who responded believe you need somewhere between $3 million and $5 million to…
Advice From A Pro On How To Fix America’s Retirement Crisis
In an interview with Barron’s, TIAA president and CEO Thasunda Brown Duckett discussed the looming retirement crisis in America, pointing to a $4 trillion retirement income gap that suggests roughly…
What We Can Learn From People Who Hate Retirement
Many people dream about retirement during their 30 or 40 years in the workforce, but what happens when that dream falls short in reality? That’s a question posed in an…
A Stock Market Decline Shouldn’t Ruin Your Retirement
If you’ve been socking money away in a 401(k) or IRA for years, the last thing you want just before you venture into retirement is a stock market downturn. Underperformance…
