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Let’s rewind to 1995 for a second: Friends was on TV, Alanis Morissette was
questioning irony, and gas was $1.15 a gallon. Back then, a million bucks felt like more
than enough to coast through retirement, bonds gave you real yield, and the 4%
withdrawal rule was gospel.
But fast-forward 30 years and—spoiler alert—those assumptions don’t hold up. Markets
have changed, interest rates have changed, and most importantly, you have changed. In
today’s segment, we’ll talk about why your retirement plan needs a 2025 upgrade—and
which outdated strategies could leave
Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/
See omnystudio.com/listener for privacy information.
By Benjamin Koval & Matt LybargerLet’s rewind to 1995 for a second: Friends was on TV, Alanis Morissette was
questioning irony, and gas was $1.15 a gallon. Back then, a million bucks felt like more
than enough to coast through retirement, bonds gave you real yield, and the 4%
withdrawal rule was gospel.
But fast-forward 30 years and—spoiler alert—those assumptions don’t hold up. Markets
have changed, interest rates have changed, and most importantly, you have changed. In
today’s segment, we’ll talk about why your retirement plan needs a 2025 upgrade—and
which outdated strategies could leave
Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/
See omnystudio.com/listener for privacy information.