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This week we unpack Morningstar's report entitled: The State of Retirement Income: Safe Withdrawal Rates. Do we need to replace the old 4% rule with the 3.3% rule? We also address the differences between ETFs and Mutual Funds when it comes to index investing.
You can download Morningstar's report using this link.
Do you have a question or comment you'd like covered on the show? Email us at [email protected] and maybe the spirit will inspire Ross to mail Check Your Balances mugs once again.
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
By Ross Anderson, CFP® and Daniel Messeca, CFP®5
6464 ratings
This week we unpack Morningstar's report entitled: The State of Retirement Income: Safe Withdrawal Rates. Do we need to replace the old 4% rule with the 3.3% rule? We also address the differences between ETFs and Mutual Funds when it comes to index investing.
You can download Morningstar's report using this link.
Do you have a question or comment you'd like covered on the show? Email us at [email protected] and maybe the spirit will inspire Ross to mail Check Your Balances mugs once again.
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

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