Why you need to rethink your retirement goals

Morningstar's US Research team recently released a report declaring that the 4% rule should be revised to 3.3%. In this long-form episode, we discuss the findings of the report, why the assumptions in the study matter, and what investors can practically do to prepare for their retirement.

For our testimonial survey, please see: https://forms.office.com/r/Z2WH7LAKyZ 

For any comments, questions or feedback please email mark.lamonica1@morningstar.com

Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638

Audio Producer and mixer: William Ton – www.willton.me

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