Episode Details

Suze Orman recently called the 4 Percent Rule “very dangerous” and said, “It doesn’t work anymore.” In today’s episode, Wes joins forces with Connor Miller, Co-Chief Investment Officer for Capital Investment Advisors, to fight against those statements. Using market history, they defend the legitimacy of what they feel has been a solid retirement strategy since William Bengen discovered it in the mid-1990s. Giving specific examples, they lay out the case for this dynamic, flexible rule of thumb as a roadmap for a happy retirement.

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