Ep. 5 – What is a safe rate of withdrawal in retirement?

The formula we use at our firm, Imagine Financial Security, is; Financial Goals + Risk Tolerance - Income Sources = Rate of Withdrawal.


If you follow this logic, you will find a goals based rate of withdrawal that is customized to your financial plan, not some benchmark created by someone who knows nothing about you.  


Hope you enjoy it!

The Planning For Retirement Podcast

Kevin Lao

Welcome to “The Planning for Retirement Podcast,” where we help educate people on how retirement works!

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