The formula we use at our firm, Imagine Financial Security, is; Financial Goals + Risk Tolerance – Income Sources = Rate of Withdrawal.

If you follow this logic, you will find a goals based rate of withdrawal that is customized to your financial plan, not some benchmark created by someone who knows nothing about you.  

Hope you enjoy this episode!

~Kevin

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This is for general education purposes only and should not be considered as tax, legal, or investment advice.