The Game Plan
Without a proven financial plan in place, it’s easy to follow rules that you’ve either read or heard about without knowing how well they fit your retirement goals.
On this episode, Dale will tell us about five different planning strategies that don’t really work like they used to (or maybe never did). Here are the planning ideas we’ll tell you about:
- The 4% rule
- 10-5-3 rule
- Moving from stocks to bonds for safety.
- Picking a specific number out for retirement without a plan.
- Needing less income in retirement
Listen to the full episode or click on the timestamps below to skip around to specific topics.
The X’s & O’s
Check out the timestamps below to skip around to specific topics on the show.
[2:54] – The 4% Rule
[6:11] – The 10-5-3 Rule
[9:04] – As we age, we should transition away from stocks and into bonds for safety.
[10:28] – Tagging a certain number as what you’ll need for retirement.
[13:59] – You’ll need less income in retirement.