How Much Can YOU Safely Spend in Retirement? (4% Rule ➡ 6.3% Rule?)

How Much Can YOU Safely Spend in Retirement? (4% Rule ➡ 6.3% Rule?)

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Do you have a retirement income plan that uses all of your assets and income streams effectively? Most retirees don't and leave opportunity on the table... You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

0:00 How Much Can You Safely Spend in Retirement?
0:38 What is a Safe Withdrawal Rate?
1:43 Two Glaring Problems with the 4% Rule
4:08 The 4% Rule and Social Security
5:45 The 4% Rule and Your Age
6:47 The 4% Rule and a Smaller Portfolio
8:02 The 4% Rule and Spending More Initially
9:43 The 4% Rule and Leaving Money to the Next Generation
11:33 The Real Solution to the 4% Rule

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduciary