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Morningstar's US Research team recently released a report declaring that the 4% rule should be revised to 3.3%. In this long-form episode, we discuss the findings of the report, why the assumptions in the study matter, and what investors can practically do to prepare for their retirement.
For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ
For any comments, questions or feedback please email [email protected]
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
Hosted on Acast. See acast.com/privacy for more information.
By Morningstar Australia5
2222 ratings
Morningstar's US Research team recently released a report declaring that the 4% rule should be revised to 3.3%. In this long-form episode, we discuss the findings of the report, why the assumptions in the study matter, and what investors can practically do to prepare for their retirement.
For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ
For any comments, questions or feedback please email [email protected]
Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638
Audio Producer and mixer: William Ton – www.willton.me
Hosted on Acast. See acast.com/privacy for more information.

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