EPISODE · Jan 8, 2022 · 41 MIN
Why you need to rethink your retirement goals
from Investing Compass
Morningstar's US Research team recently released a report declaring that the 4% rule should be revised to 3.3%. In this long-form episode, we discuss the findings of the report, why the assumptions in the study matter, and what investors can practically do to prepare for their retirement.For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Morningstar's US Research team recently released a report declaring that the 4% rule should be revised to 3.3%. In this long-form episode, we discuss the findings of the report, why the assumptions in the study matter, and what investors can practically do to prepare for their retirement.For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ For any comments, questions or feedback please email [email protected] resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information.
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Why you need to rethink your retirement goals
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