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Nội dung được cung cấp bởi Casey Weade. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Casey Weade hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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438: How Global Withdrawal Rates Can Help You Create Your Ideal Retirement Portfolio

18:49
 
Chia sẻ
 

Manage episode 418691919 series 2431770
Nội dung được cung cấp bởi Casey Weade. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Casey Weade hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Does the perfect asset allocation exist? To create a retirement portfolio that aligns with your long-term financial goals and needs, you might find your savings reap the most benefit by taking an international approach.

In this episode, we discuss:

  • Conflicting opinions around the four percent rule.
  • What does a “safe withdrawal rate” really mean?
  • Why you need to know about the “Ulcer Index”.
  • The risk of home country bias.

Today's article comes from PortfolioCharts.com titled, What Global Withdrawal Rates Teach Us About Ideal Retirement Portfolios. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: RetireWithPurpose.com/438

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

  continue reading

444 tập

Artwork
iconChia sẻ
 
Manage episode 418691919 series 2431770
Nội dung được cung cấp bởi Casey Weade. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Casey Weade hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Does the perfect asset allocation exist? To create a retirement portfolio that aligns with your long-term financial goals and needs, you might find your savings reap the most benefit by taking an international approach.

In this episode, we discuss:

  • Conflicting opinions around the four percent rule.
  • What does a “safe withdrawal rate” really mean?
  • Why you need to know about the “Ulcer Index”.
  • The risk of home country bias.

Today's article comes from PortfolioCharts.com titled, What Global Withdrawal Rates Teach Us About Ideal Retirement Portfolios. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.

Show Notes: RetireWithPurpose.com/438

Rate & Review the Podcast: RetireWithPurpose.com/review

📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process

  continue reading

444 tập

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