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October Mailbag: Safe Withdrawal Rate, Different Investments at $500K?
Join us for the October edition of our personal finance mailbag podcast. In this episode, we dive deep into listener questions and provide insights on:
- Safe Withdrawal Rate: How much can you safely withdraw from your retirement savings without depleting your funds? Can you safely adjust up after a good year?
- Investing $500K: Do your portfolio options need to change as your capital grows?
Find this episode on YouTube: https://youtu.be/SqAtc11kLswWe're
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
View all episodes
By Ross Anderson, CFP® and Daniel Messeca, CFP®
5
5656 ratings
Join us for the October edition of our personal finance mailbag podcast. In this episode, we dive deep into listener questions and provide insights on:
- Safe Withdrawal Rate: How much can you safely withdraw from your retirement savings without depleting your funds? Can you safely adjust up after a good year?
- Investing $500K: Do your portfolio options need to change as your capital grows?
Find this episode on YouTube: https://youtu.be/SqAtc11kLswWe're
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
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