EPISODE · Mar 4, 2025 · 42 MIN
A Richer Retirement - How Much Can You Withdraw from your Investments? With William Bengen
from Successfully Retired · host Hamilton Brandenburg
In today's episode Rick Luchini and I interview William Bengen - the financial planner who discovered the "4% Safe withdrawal rule" that answered the question "How much can I withdraw from my investments without running out of money?" based on historical research. In our chat we talk about what the retirement landscape was like when Bill first pioneered his research, the biggest risks Bill sees retirees facing today, and how he's updated his approach over the years. Bill also talks with us about how this has lead to another research project for him - his upcoming book "A Richer Retirement: Supercharging the 4% Rule to Spend and Enjoy More." Listen in to hear more about retirement income planning and learn more about my firm at www.brandenburgFS.com
What this episode covers
In today's episode Rick Luchini and I interview William Bengen - the financial planner who discovered the "4% Safe withdrawal rule" that answered the question "How much can I withdraw from my investments without running out of money?" based on historical research. In our chat we talk about what the retirement landscape was like when Bill first pioneered his research, the biggest risks Bill sees retirees facing today, and how he's updated his approach over the years. Bill also talks with us about how this has lead to another research project for him - his upcoming book "A Richer Retirement: Supercharging the 4% Rule to Spend and Enjoy More." Listen in to hear more about retirement income planning and learn more about my firm at www.brandenburgFS.com
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A Richer Retirement - How Much Can You Withdraw from your Investments? With William Bengen
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