Ep 280. The Retiree "Gold Standard"
Is the 4% rule really the gold standard for retirement planning? David says no, and breaks down why relying on it could leave retirees short. The discussion then moves to fresh tax legislation, smart Roth conversion strategies, and housing market concerns as interest rates climb and affordability slips.
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Is the 4% rule really the gold standard for retirement planning? David says no, and breaks down why relying on it could leave retirees short. The discussion then moves to fresh tax legislation, smart Roth conversion strategies, and housing market concerns as interest rates climb and affordability slips.
2025-09-13
11 min
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