Retirement Transition Lessons

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  • čas přidán 5. 09. 2024

Komentáře • 14

  • @abmaddison
    @abmaddison Před 2 lety

    It surprises me how few views your videos have. They deserve more. Good information from a professional.

  • @barrenfluffit2637
    @barrenfluffit2637 Před rokem

    This is great, our attitudes to money make such a difference.

  • @chrisfishburn9614
    @chrisfishburn9614 Před 2 lety +1

    Hi Pete
    I have recently discovered your videos and as a 57 year old and planning on retiring in May next year I find your information very informative.
    Thank you!

    • @MeaningfulMoney
      @MeaningfulMoney  Před 2 lety

      Good to have you with us, Chris - I wish you all the best for your retirement!

  • @signifyingnowt
    @signifyingnowt Před 4 lety +2

    Thanks for a very interesting and informative podcast. I'm soon to retire and found this very useful.

  • @mcooke999
    @mcooke999 Před 4 lety +1

    Thanks Pete. I'm in my 30's but found this very insightful. I rekon you could write another book filled with lessons learned from your clients over the years.

  • @willlsmith8063
    @willlsmith8063 Před 4 lety

    Thanks Pete .... another great season !

  • @davehenderson3247
    @davehenderson3247 Před 4 lety

    Very interesting, especially as I have just retired 👍

  • @picking4profit
    @picking4profit Před 4 lety

    great advice, as usual, thank-you

  • @nigelbowdery6781
    @nigelbowdery6781 Před 4 lety

    Thanks Pete, just finished reading ‘beyond the 4% rule’ the author appears to favour the Guyton inflation adjustment rule with guardrails for capital preservation and prosperity. He describes these as “if the current withdrawal rate rises above 20% of the initial rate, then current spending is reduced by 10%. I find this terminology confusing, if the net fees SWR is 3.2% this would imply there is an inflation cap at 3.84%. After further reading I understand that this ‘check sum’ is applied to the residual capital i.e. the current SWR cannot exceed 3.84% of the remaining capital invested. I really enjoy your frank and easy to follow guides, have you covered the application of the Guyton rules in drawdown?

    • @PeteMatthew
      @PeteMatthew Před 4 lety

      Hi Nigel - the different spending and inflation rules are arguably a little bit deep for a 20-minute podcast, but I will be dealing with this in the third phase of Meaningful Academy. I too find the terminology confusing - they take a bit of thinking through...

  • @GeoffMaxwell
    @GeoffMaxwell Před 4 lety

    exellent thankyou

  • @alexandergault757
    @alexandergault757 Před 2 lety

    Pete i have been so e