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Why You Should NOT Use The 4% Rule Or Guardrails Strategy In Retirement If You Have A Pension & $1M+
Season 1 ยท Episode 175

Why You Should NOT Use The 4% Rule Or Guardrails Strategy In Retirement If You Have A Pension & $1M+

Joe Knows Retirement ยท Joe Schmitz Jr.

August 5, 202517m 41s

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Show Notes

The 4% Rule and Guardrails income strategy are helpful tools for many retirees when it comes to income planning in retirement, but as Joe explains in this episode of Joe Knows Retirement, if you have a pension and $1 million or more saved, they might not be adequate for your financial situation. Instead, Joe lays out tailored ways members of the 2% Club can build an income plan and give their money purpose in retirement.

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