facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
31. The 5.5% Rule?! And, The Death of Value Investing? Thumbnail

31. The 5.5% Rule?! And, The Death of Value Investing?

Investing Retirement



Links Referenced:

https://davisfunds.com/document/read/DNYPMComm/

https://earlyretirementnow.com/2020/10/26/low-inflation-vs-safe-withdrawal-rates/

https://www.retailinvestor.org/pdf/Bengen1.pdf

https://awealthofcommonsense.com/2020/10/what-if-the-4-rule-for-retirement-withdrawals-is-now-the-5-rule/

https://www.etf.com/sections/index-investor-corner/21663.html?nopaging=1

Disclaimer - This podcast is for informational purposes only.  Please consult with a financial advisor familiar with your unique financial situation before making any decisions.  Nothing in this broadcast constitutes a solicitation for the sale or purchase of any securities.  Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.  Mark Walhout is the owner and lead financial advisor at Walhout Financial and an Investment Fund Representative at Investia Financial Services Inc.