5% Income Plan vs 4% Rule
from Planning Made Simple Hosted by Planning Made Simple, created by Paul Durso
Most investors ask the wrong question: “How much can I withdraw?” But what if the better question is, “How much income can my portfolio generate?” In this episode, we break down the popular 4% rule, why it dominates the industry, and the hidden risks behind relying on withdrawals. We also compare income generation vs. selling assets—and how each approach impacts your long-term financial security. If you want clarity, confidence, and a strategy built to last, this conversation is a must-watch. www.planningmadesimple.com
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