Bill Bengen, who established the 4% safe maximum withdrawal rate (the rule on which most of financial planning relies), is a straight shooter, and his perspective on whether or not we’re currently in uncharted waters surprised me.

But fear not—there’s a little-discussed element of planning for early (as well as regular!) retirement that might be our saving grace. We’ll unpack that, too.

Learn more about our sponsor, Vin Social: https://www.vinsocial.vip

Learn more about our sponsor, TaxAct: https://www.taxact.com/moneywithkatie

Learn more about our sponsor, Fidelity: https://fidelity.com/stocksbytheslice

Transcripts can be found at podcast.moneywithkatie.com.

—

Mentioned in the Episode

—

Follow Along at Money with Katie: https://moneywithkatie.com/

Watch on YouTube: https://www.youtube.com/@MoneywithKatie

Follow Money with Katie!

- Instagram: https://www.instagram.com/moneywithkatie/

- Twitter: https://twitter.com/moneywithkatie

Subscribe to The Money with Katie Newsletter

- Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2

Follow the Brew!

- Instagram: https://www.instagram.com/morningbrew/

- Twitter: https://twitter.com/MorningBrew

- TikTok: https://www.tiktok.com/@morningbrew

Learn more about your ad choices. Visit megaphone.fm/adchoices