Can a 100% Stock Portfolio Improve the 4% Rule? Live Q&A

We'll begin tonight be looking at whether we can do better than the 4% Rule if we invest all of our money in stocks. Then I'll turn to your questions.

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Timestamps

0:00 - Welcome to the Financial Freedom Show
1:01 - Can a 100% Stock Portfolio Improve the 4% Rule?
14:00 - Poll
15:57 - Rolling a 401K into TSP or IRA
18:25 - FATIX
27:48 - My visit to NY Stock Exchange
29:35 - Meeting Henry Winkler
31:13 - Withdrawing 5% for 40 years
35:29 - Balanced withdrawal scenario
39:44 - ILF
42:05 - OTC stocks or pinks
45:01 - Not taking out capital in a dividend portfolio
51:14 - Market cap weighted world fund
53:33 - Not all stocks are richly valued
54:56 - Using a rising equity guide path
57:00 - REIT Index replacing Bond Index
59:05 - Wait to invest or deploy capital?
59:45 - Having 2 portfolios
1:05:17 - Investment courses
1:09:03 - iShares TLT
1:11:57 - Rebalancing a Vanguard Target fund
1:15:59 - Rough estimate asset location
1:17:39 - Roth conversions
1:21:54 - Empower/New Retirement
1:25:06 - PFFD
1:29:06 - 2020 TargetFund
1:32:01 - IBM changed their 401k
1:35:36 - DC Bogleheads meeting yesterday
1:37:48 - Announcements
1:38:16 - Financial Freedom

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Video Resources
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#retirement #investing #robberger

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.