3w ago

Sequence of Returns Risk - Ben Felix 15m

Learn about amortization based spending from economist Ben Mathew on the Rational Reminder podcast: The Lifecycle Model vs. Safe Withdrawal Rates (SWR) - youtube.com/watch?v=-2Ul4bdHkXE

1 comments

I do use the bucket approach to cover yearly expenses.
Portfolios are variable, trying to force constant returns from a variable asset can cause problems.