9/13/24: Is Your Plan to Fund Your Retirement Based on the 4% Rule?

THE TRUTH ABOUT YOUR FUTURE with Ric Edelman

The traditional 4% withdrawal rate from your investment savings may not last your lifetime, as you may be living to 100 or beyond. Plus, Ric discusses a variety of topics helpful to financial advisors with two leaders in the field. And Ric explains Donor-Advised Funds and endowments to a listener.

#IdealClientProfile #ClientFocus #FinancialPlanning #InvestmentStrategy #ClientRelationships #TrustManagement #FinancialComplexity #AssetAllocation #WealthManagement #ClientSuccess #WithdrawalRate #RetirementPlanning #4PercentRule #FinancialPlanning #InterestRates #InvestmentStrategy #PortfolioManagement #SustainableWithdrawals #RetirementSavings #Endowments #DonorAdvisedFunds #EstatePlanning #CharitableGiving #TaxDeduction #NonprofitFunding #CharityDonations

-----

Subscribe to podcast updates: https://form.jotform.com/223614751580152

Ask Ric: https://www.thetayf.com/pages/ask-ric

-----

Links from today’s show: https://www.amazon.com/Tractiob%20grip%20book

Gina Wickman's book -- Traction: Get a Grip on Your Business: https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837

9/20 Webinar - Q4 Crypto Outlook: What You Need to Know Now: https://dacfp.com/events/q4-crypto-outlook-what-you-need-to-know-now

9/25 Webinar - Unlocking Alpha in Crypto-Equities and Beyond: https://dacfp.com/events/unlocking-alpha-in-crypto-equities-and-beyond

9/10 Webinar Replay – Bitcoin, Ethereum, or Both? How to Make an Informed Crypto Allocation Decision: https://dacfp.com/events/bitcoin-ethereum-or-both-how-to-make-an-informed-crypto-allocation-decision/

9/11 Webinar Replay – Rates are Poised to Drop, Now What?: https://www.thetayf.com/pages/rates-poised-to-drop-now-what

Wealth Management Convergence 2024: https://www.thetayf.com/pages/convergence

Become Certified in Blockchain and Digital Assets: https://dacfp.com/certification/

-----

Follow Ric on social media:

Facebook: https://www.facebook.com/RicEdelman

Instagram: https://www.instagram.com/ric_edelman/

LinkedIn: https://www.linkedin.com/in/ricedelman/

X: https://twitter.com/ricedelman

YouTube: https://www.youtube.com/@RicEdelman

-----

Brought to you by:

Invesco QQQ: https://www.invesco.com/qqq-etf/en/home.html

State Street Global Advisors: https://www.ssga.com/us/en/intermediary/etfs/capabilities/spdr-core-equity-etfs/spy-sp-500/cornerstones

Schwab: https://www.schwab.com/

Disclosure page: https://www.thetayf.com/pages/sponsorship-disclosure-fee

-----