Adviser 3.0: The Podcast

Ep 6 – Bill Bengen on the history of his research on the 4% rule, his latest thinking on the framework of current strategies and the role of inflation and market valuation on SWR today…

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Abraham and Bill have a detailed discussion around:

- How Bill got into financial planning and his role as former owner of Bengen Financial Services

- The history of his research on the 4% rule

- Bill’s latest thinking on the framework of retirement withdrawal strategies

- Bill’s thoughts on the role of inflation and market valuation on SWR today

- How Bill invests his retirement money

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Adviser 3.0: The PodcastBy Abraham Okusanya

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