# 97 - How Investment Fees and Taxes Destroy the 4% Rule episode artwork

EPISODE · Oct 11, 2018 · 18 MIN

# 97 - How Investment Fees and Taxes Destroy the 4% Rule

from The Josh Scandlen Podcast · host Josh Scandlen

The 4% rule does NOT take investment fees and taxes into consideration. In this video I show exactly what happens when you add fees and taxes to the mix. If you're paying for investment advice, you're going to want to revisit your retirement planning. (In case you're wondering - YES I did just do a video similar to this two days ago. But I deleted it by accident! UGH. However, I wanted to do it again, as it's so important in the retirement planning discussion.) ================================= GET ALL MY LATEST BLOGPOSTS: https://heritagewealthplanning.com If you like what you see, a thumbs up helps A LOT. It tells YouTube that people are engaged and so the Youtube algorithm will show the vide to others who may be interested in the content. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: https://www.youtube.com/channel/UCSEzy4i9xrKPoaU9z0_XbmA?sub_confirmation=1 Contact me: [email protected] GET MY BOOKS: Both are FREE to Kindle Unlimited Subscribers! The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It https://amzn.to/2LHwQpt Strategic Money Planning: 8 Easy Ways To Put Your House In Order https://amzn.to/2wKGi50 PODCAST: https://itunes.apple.com/us/podcast/josh-scandlen-podcast/id1368065459?mt=2 http://heritagewealthplanning.com/category/podcasts/ LET'S SOCIALIZE! Facebook: http://Facebook.com/heritagewealthplanning Linkedin: https://www.linkedin.com/in/joshscandlen/ Quora: https://www.quora.com/profile/Josh-Scandlen Google +: https://plus.google.com/u/1/108893802372783791910

The 4% rule does NOT take investment fees and taxes into consideration. In this video I show exactly what happens when you add fees and taxes to the mix. If you're paying for investment advice, you're going to want to revisit your retirement planning. (In case you're wondering - YES I did just do a video similar to this two days ago. But I deleted it by accident! UGH. However, I wanted to do it again, as it's so important in the retirement planning discussion.) ================================= GET ALL MY LATEST BLOGPOSTS: https://heritagewealthplanning.com If you like what you see, a thumbs up helps A LOT. It tells YouTube that people are engaged and so the Youtube algorithm will show the vide to others who may be interested in the content. So, give me a thumbs up, please! Don't forget to SUBSCRIBE by clicking here: https://www.youtube.com/channel/UCSEzy4i9xrKPoaU9z0_XbmA?sub_confirmation=1 Contact me: [email protected] GET MY BOOKS: Both are FREE to Kindle Unlimited Subscribers! The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It https://amzn.to/2LHwQpt Strategic Money Planning: 8 Easy Ways To Put Your House In Order https://amzn.to/2wKGi50 PODCAST: https://itunes.apple.com/us/podcast/josh-scandlen-podcast/id1368065459?mt=2 http://heritagewealthplanning.com/category/podcasts/ LET'S SOCIALIZE! Facebook: http://Facebook.com/heritagewealthplanning Linkedin: https://www.linkedin.com/in/joshscandlen/ Quora: https://www.quora.com/profile/Josh-Scandlen Google +: https://plus.google.com/u/1/108893802372783791910

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# 97 - How Investment Fees and Taxes Destroy the 4% Rule

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This episode was published on October 11, 2018.

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The 4% rule does NOT take investment fees and taxes into consideration. In this video I show exactly what happens when you add fees and taxes to the mix. If you're paying for investment advice, you're going to want to revisit your retirement...

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