All Episodes

April 10, 2023 30 mins

The 4% rule has become a standard used by many investors to determine the amount they can safely withdrawal in retirement. But most don't know where it came from, the assumptions used for it and how safe withdrawal rates can be impacted by the many factors we deal with as investors. In this episode we take a deep dive into the 4% rule and the concept of safe withdrawal rates and look at the answers to those questions.

We hope you enjoy the discussion.

SEE LATEST EPISODES

⁠⁠⁠⁠https://www.validea.com/the-education-of-a-financial-planner-podcast⁠⁠⁠⁠

FIND OUT MORE ABOUT VALIDEA CAPITAL

⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠

FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS

⁠⁠⁠⁠https://sunpointeinvestments.com/⁠⁠⁠⁠

FOLLOW JACK

Twitter: ⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠

LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠

FOLLOW JUSTIN

Twitter: ⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠

LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠⁠⁠

FOLLOW MATT

Twitter: ⁠⁠⁠⁠https://twitter.com/cultishcreative⁠⁠⁠⁠

LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/

Mark as Played

Advertise With Us

Popular Podcasts

Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

24/7 News: The Latest

24/7 News: The Latest

The latest news in 4 minutes updated every hour, every day.

Therapy Gecko

Therapy Gecko

An unlicensed lizard psychologist travels the universe talking to strangers about absolutely nothing. TO CALL THE GECKO: follow me on https://www.twitch.tv/lyleforever to get a notification for when I am taking calls. I am usually live Mondays, Wednesdays, and Fridays but lately a lot of other times too. I am a gecko.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.