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Innhold levert av Lucia Capital Group. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lucia Capital Group eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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How Much Can You "Safely" Withdraw From Your Portfolio?

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Manage episode 449714633 series 3428540
Innhold levert av Lucia Capital Group. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lucia Capital Group eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Most people, by the time they reach retirement age, have a certain amount of money saved up that they'll need to tap into from time to time. Problem: that money may need to last a lifetime, and because you don't know how long you'll live, you have no idea how much is "too much" to take out.
You' re going to require a certain amount of money to meet your basic expenses, but that stash of money - your investment portfolio - may have to last at least a few decades. So here's the question: is there a "safe" amount you can withdraw each month so that you won't outlive your savings?
Podcast host Johnny Dean talks with his guest, "Professor" Rick Plum, CFP® about how to figure out what may potentially be the "right" amount you can remove from your portfolio in this week's episode of Managing Your Financial Future!

  continue reading

201 episoder

Artwork
iconDel
 
Manage episode 449714633 series 3428540
Innhold levert av Lucia Capital Group. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lucia Capital Group eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Most people, by the time they reach retirement age, have a certain amount of money saved up that they'll need to tap into from time to time. Problem: that money may need to last a lifetime, and because you don't know how long you'll live, you have no idea how much is "too much" to take out.
You' re going to require a certain amount of money to meet your basic expenses, but that stash of money - your investment portfolio - may have to last at least a few decades. So here's the question: is there a "safe" amount you can withdraw each month so that you won't outlive your savings?
Podcast host Johnny Dean talks with his guest, "Professor" Rick Plum, CFP® about how to figure out what may potentially be the "right" amount you can remove from your portfolio in this week's episode of Managing Your Financial Future!

  continue reading

201 episoder

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