Morningstar's New Safe Withdrawal Rate; ETFs Vs Index Funds

This week we unpack Morningstar's report entitled: The State of Retirement Income: Safe Withdrawal Rates. Do we need to replace the old 4% rule with the 3.3% rule? We also address the differences between ETFs and Mutual Funds when it comes to index investing. You can download Morningstar's report using this link. Do you have a question or comment you'd like covered on the show? Email us at checkyourbalances@outlook.com and maybe the spirit will inspire Ross to mail C...

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Check Your Balances explores the world of personal finance, investing, and business through the lens of two financial planners that help people navigate some of life's most impactful financial decisions.