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why this strategy is flawed (especially for Aussies) ep810

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In this episode, Vince Scully unpacks where the 4% rule came from and why it may not apply to Australian investors, especially early retirees.

0:05 - what is the 4% rule?
3:00 - where did the 4% rule come from?
10:03 - The Trinity Study explained
12:07 - flaws in the studies used
20:30 - the biggest reason the rule does not reflect Australian spending habits in retirement

#4PercentRule #RetirementPlanningAustralia #EarlyRetirement #FinancialIndependenceAU #FIREAustralia #SafeWithdrawalRate #TrinityStudy #RetirementIncomeStrategy #AgePensionAustralia #SequenceOfReturnsRisk #Superannuation #ThisIsInvesting

Vince Scully is a portfolio manager at Life Sherpa Invest. To learn more visit: https://lifesherpa.com.au/

Learn to be a better investor with The Quick Start-Guide to Investing: https://www.moneypodcast.com.au/store

Any advice is general financial advice and does not consider your objectives, financial situation or needs. You should consider whether the advice is appropriate for you before acting. Always read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs before buying any financial product. Vince Scully is a representative and SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

Outro Music:
"Photograph" by nomaBeats
Licensed via Pixabay Music – royalty-free for commercial use.
No copyright infringement intended. All music used under appropriate commercial licences.
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