The 4% Rule is an old rule of thumb stating that an average portfolio can sustain a 4% rate of withdrawal through retirement, but while rules of thumb can provide a good baseline, they are often overly simplistic and fail to account for critical factors. Donna and Nathan offer some of the flaws in the 4% Rule, and why it’s important to consult an advisor when developing your withdrawal strategy. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 3/3/2025; Original Air Date: 1/18/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.