That Annuity Show

266 - Bill Bengen, The Creator of the 4% Rule, Looks Ahead At Creating Safe Retirement Income


Listen Later

In this episode of That Annuity Show, we welcome Bill Bengen, the creator of the 4% rule, to discuss the evolution of retirement planning strategies. Bill shares insights into the origins of the 4% rule, its mechanics, and how it has been adapted in his upcoming book. The conversation delves into the eight essential elements of a comprehensive retirement withdrawal plan, the impact of inflation and market valuation on withdrawal rates, and the role of annuities in retirement income. Bill provides insight on the benefits of maximizing income while managing risks and provides case studies to illustrate effective retirement planning. Learn more at thatannuityshow.com
...more
View all episodesView all episodes
Download on the App Store

That Annuity ShowBy Nassau Financial Group

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

21 ratings


More shows like That Annuity Show

View all
WEALTHTRACK by Consuelo Mack

WEALTHTRACK

267 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,195 Listeners

Masters in Business by Bloomberg

Masters in Business

2,174 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,293 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

930 Listeners

The Indicator from Planet Money by NPR

The Indicator from Planet Money

9,539 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

427 Listeners

Down the Middle by Peter Mallouk & Jonathan Clements

Down the Middle

140 Listeners

The Long View by Morningstar

The Long View

851 Listeners

“Fun With Annuities” The Annuity Man Podcast by The Annuity Man

“Fun With Annuities” The Annuity Man Podcast

53 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,773 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

407 Listeners

Annuity Straight Talk by Bryan Anderson

Annuity Straight Talk

11 Listeners

Forward Guidance by Blockworks

Forward Guidance

272 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

164 Listeners