SoundPath Through Retirement

1995 Retirement Planning!!


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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which outdated strategies could leave


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SoundPath Through RetirementBy Benjamin Koval & Matt Lybarger