4-Fund Combo and Your Overall Financial Picture

This podcast introduces the Distribution and Contribution Tables for the 4-Fund Combo, plus Paul discusses how these results compare with the other equity asset classes on the Fine Tuning, Distribution and Contribution tables. More than 60 new and updated tables are now available at PaulMerriman.com, generously created by Daryl Bahls.

These tables are designed to help you decide which equity asset classes you should have, and .how much fixed income you should hold to both meet your need for return and stay within your risk tolerance. Also the new tables help you compare the fixed and flexible distribution strategies using many different rates of distributions.

The challenge is to consider each of the pieces until you put it all together and find the one column that suggest you will meet your personal financial goals. When you find that column, you’ll know how much and which equity asset classes you should own, how much you’ll have in fixed income, how much you’ll have to spend in retirement, and how much you’ll likely leave to others.

Follow along in the discussion of the 4-Fund Combo with links to:

Contribution Tables: Table 47, Table 48, Table 50, Table 52 and Table 62

Check out all of Paul’s investment and retirement strategies and sign up for his free newsletter at paulmerriman.com