Capital Compass

Aiming for Financial Security in Old Age


Listen Later

In this episode of Capital Compass, we navigate the complex waters of retirement investing to help you strike the perfect balance between growth and security. Discover why the old “age equals bond percentage” rule might be outdated, and explore modern strategies that blend the wisdom of conservative investing with the potential of higher returns. We’ll break down approaches from leading financial planners like Steve Cassaday and William Bengen, examine the 4% withdrawal rule, and reveal how tax-smart withdrawals can stretch your nest egg further. Whether you’re risk-averse, aggressive, or somewhere in between, this episode will help you chart a clear, adaptable course toward financial stability in your golden years.

...more
View all episodesView all episodes
Download on the App Store

Capital CompassBy Cert Stack LLC