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Evaluating Retirement Withdrawal Strategies with Christine Benz

In this episode, we’re joined by Christine Benz, Director of Personal Finance at Morningstar, who shares fascinating insights from her latest co-authored paper: "The State of Retirement Income 2023." Watch now and learn: - Motivations for safe withdrawal rate research - Nuances of the 4% withdrawal rule - Implications of today’s environment for retirement spending strategies 📚 TIMESTAMPS 00:00 Intro 00:28 Motivation Behind the Research 01:54 The 4% Withdrawal Rule: An Overview and Its Shortcomings 05:15 Variables Impacting the Ideal Withdrawal Rate 10:45 The Impact and Value of Early Financial Gifts 15:16 The Advantage of Dynamic Spending Strategies 19:07 Upcoming Book: "How to Retire – 20 Lessons for a Happy, Successful, and Wealthy Retirement" Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Peter Lazaroff is the Chief Investment Officer of Plancorp and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Plancorp. Peter Lazaroff, an affiliate of Plancorp, may receive payment from various entities for advertisements in affiliated podcasts, blogs or emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Plancorp or any of its employees. For additional advertisement disclaimers see here https://www.plancorp.com/legal-notices/. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Nothing on this channel should be considered personalized financial advice or a solicitation to buy or sell any securities. Visit https://www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. #investing #financialplanning #PeterLazaroff