Risks of Bengen's 5.5% Withdrawal Proposal
Bengen proposes a significant shift in portfolio composition to support a higher withdrawal rate for retirement. What is...
Creating a Dynamic Withdrawal Strategy
At 43, Matt is ready to retire — but now comes the hard part: how to safely spend what he’s saved. With a $2.5 million p...
How To Determine and Implement Your Asset Allocation
When investing in a portfolio, there only a handful of things that you can control that will influence returns. They are...
Asset Allocation When You Plan To Retire Early
Asset allocation is fundamental to successful investing. We can think of it as being an essential part of Investing 101....
Podcast Episodes
Roundup | Zero-Based Thinking: How to Rethink Your Life Choices
Apr 27, 2025
Mailbag: Spending Down to Zero, High Fee 401(k), Mini Retirements | Rachael Camp
Mar 31, 2024
Myths and Misconceptions | Diania Merriam
Mar 22, 2021
End Of Year Wins | Part 2
Dec 28, 2020
Is The FIRE Movement Over?
Apr 1, 2020
Downsizing Your Life And Financial Coaching With Lisa Duke
Jun 16, 2019