Retirement Ready

Mailbag: 4% Rule, Life Insurance, and Early Retirement Questions


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In this episode, Eric opens the mailbag to answer three listener questions that hit on some of the most common—and often misunderstood—retirement topics. From how the 4% withdrawal rule really works, to whether life insurance is a smart legacy tool, Eric brings practical, experience-backed advice to each conversation.

Here’s some of what we discuss in this episode:

📉 What the 4% rule really means

🚨 Preparing for a forced early retirement

💬 Why confidence starts with knowing your numbers

📊 Retirement is all about discovering your options

Get in touch with the Peterson Financial team: https://petersonfg.com/

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Retirement ReadyBy Eric Peterson

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