About this episode
Jim, Chris, and Jake share their thoughts on a recent Morningstar study that lowers the industry-standard safe withdrawal rate to 3.7%. They review a MarketWatch article discussing the study, highlighting points of agreement and disagreement. Throughout the conversation, they explore their approach to retirement planning, including the Minimum Dignity Floor , See-Through Portfolio , and Fun Number concepts, comparing these to the safe withdrawal rate and Monte Carlo methods for determining retirement spending. Show Notes: Read in MarketWatch Watch the video from Morningstar The post Safe Withdrawal Rate: EDU #2505 appeared first on The Retirement and IRA Show .