Fun Buckets and the Secure Income Retirement Process | Mark Trautman | 039
01:14:37 Share

We welcome back Mark Trautman of Mark’s Money Mind.) Bill and Becky chatted with Mark on episode 12 about money in relationships. Mark also stood in for Bill as a co-host with Roger Whitney, the Q&A panel from CampFI, and On the Road with Catching Up to FI. In this conversation, we are going to dive into an alternative to the 4% Rule of Thumb. We see people in our community ask about a drawdown strategy in retirement, and the go-to answer seems to be the 4% Rule. But we would like to present another way of solving for that question, “How much money do I need for retirement?”

🔗 Connect with us) Buy CUtFI a coffee) Record a message for CUtFI) Thank you to our sponsors: Personal Finance Club) (Use code CUTOFI to get $30 OFF any course or PFC investing course only)!) Measure Twice Money) ($100 OFF "Create Your Own Financial Plan" Comprehensive Video Course) Nectarine): Advice-Only Financial Advisors

Resources mentioned on the show:

4% Rule)

Early Retirement Now)

The Retirement and IRA Show with Jim Saulnier and Chris Stein)

The 4% Rule: EDU #2216 - The Retirement and IRA Show)

The Fun Number Part 1: EDU #2302 - The Retirement and IRA Show)

All About The Minimum Dignity Floor (MDF) Part 1: EDU #2231 - The Retirement and IRA Show)

What's an Annuity?)

Delayed Annuity)

Qualified Longevity Annuity Contract (QLAC))

Fixed Period Annuity)

Amberly Grant)

CampFI)

FI Freedom Retreats)

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.