Updated with 25+ years of data since the original William Bengen study, using more conservative average estimates for “future returns.” In this new and updated data we recognized two important inflection points that investors need to be aware of. We refer to these withdraw rate inflection points as the Buffet Zone, and the Danger Zone.

How will the 25% tariff proposal on steel impact the US economy and markets. This episode discusses the difference between steel makers, and steel users and looks back at the 2002 Bush Steel tariffs as guidance.

During the most recent stock market correction both stocks and bonds went down. This episode of MM we explore the relationship between stock prices and bond prices. Caller questions include, “can I get out of this annuity, should I buy a bond ETF, and should I use my IRA money to pay off my home equity line?”

During the most recent stock market correction both stocks and bonds went down. This episode of MM we explore the relationship between stock prices and bond prices. Caller questions include, “can I get out of this annuity, should I buy a bond ETF, and should I use my IRA money to pay off my home equity line?”

How much can you withdraw each year from your investments in retirement? Your Withdraw Rate - The all important retirement variable you need to understand. Caller questions include “Is the teachers retirement system safe, are bonds still safe, and should I buy and annuity inside of my IRA?”

How much can you withdraw each year from your investments in retirement? Your Withdraw Rate - The all important retirement variable you need to understand. Caller questions include “Is the teachers retirement system safe, are bonds still safe, and should I buy and annuity inside of my IRA?”

Wes discusses the emotion of loss and how painful these corrections can be. This episode of Money Matters also covers the history of stock market corrections associated with recessions versus market corrections not associated with recessions. There is a dramatic difference between the two.  Caller questions include, “Will this correction impact housing prices, what should I do with my target date funds, and is my allocation within the TSP plan appropriate?”

Wes discusses the emotion of loss and how painful these corrections can be. This episode of Money Matters also covers the history of stock market corrections associated with recessions versus market corrections not associated with recessions. There is a dramatic difference between the two.  Caller questions include, “Will this correction impact housing prices, what should I do with my target date funds, and is my allocation within the TSP plan appropriate?”

(Continued) Caller questions include, “I’m retiring at age 50, should I pay off my mortgage now?” “Is this the start of a major correction?”, and do you need 25 times your income in retirement savings?”...among several other questions.

? Caller questions include, “I’m retiring at age 50, should I pay off my mortgage now?” “Is this the start of a major correction?”, and do you need 25 times your income in retirement savings?”...among several other questions.