11-24-2021: What Is The 4% Rule and How Can It Help You Save For Retirement?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 25 November 2021
⏱️ 47 minutes
🧾️ Download transcript
Summary
The 4% rule states that you should be able to comfortably live off of 4% of your money in investments in your first year of retirement but, recently, some financial planners have re-evaluated that assumption.
Today's Stocks & Topics: SOFI - SoFi Technologies Inc., Holiday Sales, Russia, Inflation, KHC - Kraft Heinz Co., GOOG - Alphabet Inc., Covered Calls, Dividend and Stock Price, MA - Mastercard Inc., GS - Goldman Sachs Group Inc., Dividends, NUE - Nucor Corp. or VALE - Vale S.A. ADR, APTV - Aptiv PLC.
TRIVIA QUESTION: "What do you suppose is the AVERAGE unpaid balance that American homeowners have for mortgages-- as of 2020?
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Transcript
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| 0:00.0 | Now, on This In Vest Talk Podcast, Steve Peasley listens to your questions. |
| 0:08.0 | I'm hoping you can explain the hit unmetals of painting. |
| 0:12.0 | Quick question on ticker symbol, AG, first majestic. |
| 0:16.0 | My wife has a roll over 401k from a previous employer. |
| 0:20.0 | I was curious if this is eligible to be used to do a roof back door raw. |
| 0:26.0 | And provides unbiased answers. |
| 0:29.0 | Well, that's pretty easy. |
| 0:30.0 | Open up a Roth account, start moving the assets over there. |
| 0:32.0 | Just know that every asset that you move over to the Roth, |
| 0:35.0 | is added to your income. |
| 0:37.0 | In Vest Talk, across America and around the world, |
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| 0:52.0 | This podcast is produced by KPP Financial. |
| 0:56.0 | Steve Peasley, president. |
| 0:58.0 | KPP Financial. |
| 1:00.0 | Independent thinking, shared success. |
| 1:03.0 | And out today's podcast. |
| 1:08.0 | Good afternoon, everybody. |
| 1:10.0 | And welcome to Invest Talk. |
| 1:12.0 | It is Wednesday, November 24, 2021. |
| 1:15.0 | And happy day before Thanksgiving. |
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