Once Your Portfolio Hits This Number, Saving More Barely Matters
Failed to add items
Sorry, we are unable to add the item because your shopping cart is already at capacity.
Add to basket failed.
Please try again later
Add to wishlist failed.
Please try again later
Remove from wishlist failed.
Please try again later
Adding to library failed
Please try again
Follow podcast failed
Unfollow podcast failed
Once Your Portfolio Hits This Number, Saving More Barely Matters
-
Narrated by:
-
By:
There are actually three crossovers worth knowing about. The first happens when portfolio growth exceeds your contributions. The second when it exceeds your earned income. The third, the original 1992 Vicki Robin definition, when income from your assets covers your monthly expenses. That last one is the only crossover that survives a flat market year.
- Where each of the three crossovers actually sits in dollars (and the rough 20x rule of thumb)
- Why the original crossover point got quietly redefined between 1992 and 2016
- The four moves to make once you cross over, especially the RMD trap that hits at 73
Take the free Retirement Income Roadmap (7 questions, about 30 seconds): incomeoverwealth.com/map
Watch this episode on YouTube: https://www.youtube.com/watch?v=zWGsGkDtu3o
This episode is educational and focused on strategy and math. Always consult a qualified tax or financial professional before making personal financial decisions.
adbl_web_anon_alc_button_suppression_t1
No reviews yet