Hi Jan,

Before we dive into this week’s episode- I wanted to let you know that Alex and I will be hosting a YouTube Live Q&A with Bill Bengen this Thursday, September 11th at 1:00 PM ET.

You can submit your questions in advance at RetireWithStyle.com or join us live and drop your questions in the chat. Either way, we’d love to hear from you.

Now, back to the show…

Episode 195 of our Retire With Style podcast is out now!
We’ve got a very special episode of Retire with Style for you this week. Alex and I are joined by William Bengen - the pioneer of the famous 4% rule in retirement planning.

In our conversation, we dive into:

• How the 4% rule has evolved over time
• Why inflation and market volatility matter so much for sustainable withdrawals
• Bill’s latest recommendations (including why today’s safe withdrawal rate may be closer to 5.5%)
• The role of asset allocation and strategies like a rising equity glide path
• Why retirement income planning isn’t one-size-fits-all and requires regular monitoring

It was an honor to have Bill with us, and I think you’ll find his insights both practical and thought-provoking. Listen now to learn more!