October Mailbag: Safe Withdrawal Rate, Different Investments at $500K?

Join us for the October edition of our personal finance mailbag podcast. In this episode, we dive deep into listener questions and provide insights on: Safe Withdrawal Rate: How much can you safely withdraw from your retirement savings without depleting your funds? Can you safely adjust up after a good year?Investing $500K: Do your portfolio options need to change as your capital grows?Find this episode on YouTube: https://youtu.be/SqAtc11kLswWe're Send us a text Send your questions for upcom...

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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.