• Revisiting the 4% Rule in Retirement

  • Apr 29 2025
  • Length: 21 mins
  • Podcast

Revisiting the 4% Rule in Retirement

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  • Summary

  • John Blanchard discusses various aspects of retirement planning, including the timing of required minimum distributions (RMDs), the impact of market volatility on investments, the revised 4% withdrawal rule, signs that it may be time to change financial advisors, and the importance of tax planning in retirement. He emphasizes the need for personalized strategies to minimize tax liabilities and maximize wealth in retirement.

    Like what you hear? Get a second opinion on your current retirement plan or a tax strategy by contacting Matthew James Tax and Wealth Management today!

    See omnystudio.com/listener for privacy information.
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