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Christine Benz Interview--4% Rule & the Bucket Strategy for Retirement

Rob Berger 27:03

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Christine Benz Interview--4% Rule & the Bucket Strategy for Retirement⛱

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0:00 Christine Benz
0:50 Inflation
3:15 4% Rule & Low Yields
8:10 Dynamic Spending Rules
10:55 Bill Bengen
12:37 Bucket Strategy
17:15 Bucket Strategy & 4% Rule
20:15 Bucket Strategy & Rebalancing
22:45 Bucket Strategy & Low Yields

In this interview with Christine Benz, Director of Personal Finance at Morningstar, we cover several timely topics including inflation, stimulus, the 4% rule and the bucket strategy of retirement spending.

#morningstar #bucketstrategy #4percentrule

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

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Category (YouTube): Education

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