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Is the 4% Rule Now The 5% Rule? (FQF)

Rob Berger 23:19

48,413 views · 1,444 likes Watch on YouTube ↗

In today's Five Question Friday video we cover these questions:

1. Why has Bill Bengen gone from 4% to 5%?
2. Is it ok to put Social Security bridge money in a money market fund?
3. How do Fidelity's Zero Funds compare to Vanguard Index Funds?
4. Should cash count towards your asset allocation?
5. Should you convert Vanguard Mutual Funds to ETFs?

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0:00 - Intro
1:19 - Why has Bill Bengen gone from 4% to 5%?
7:47 - Is it ok to put Social Security bridge money in a money market fund?
10:52 - How do Fidelity's Zero Funds compare to Vanguard Index Funds?
13:17 - Should cash count towards your asset allocation?
16:33 - Should you convert Vanguard Mutual Funds to ETFs?

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. I've since sold my websites, bought them back, and started a new website and this YouTube channel.

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.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

Category (YouTube): Education

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