Talk Your Book: Rethinking the 4% Rule

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Today’s Talk Your Book is brought to you by DPL Financial Partners:

We had Wade Pfau, Professor of Retirement Income at The American College, and CEO and co-Founder of DPL Financial Partners, David Lau on the show to talk about retirement spending, retirement income, and the 4% rule.

On today’s show we discuss:

  • The updated 4% rule
  • Spending retirement savings
  • How to think about spending habits in retirement
  • Annuities in high-interest rate environments
  • Strategies for retirement income
  • When annuities make sense for a client
  • Long-term care as a retirement planning tool
  • Home equity in a retirement plan
  • Advisor responses to increased interest rates

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