Blog

Are Dividends and Income Part of My Retirement Withdrawal Rate?

If dividends and investment income are supporting your lifestyle, does that matter for “safe withdrawal rate” retirement math?

I want to float these punchy, Socratic questions out there and let them sit. I want you to pause and think.

There are billions of people out there, and at least many millions are market participants. I cannot change all their minds. None of us can.

The questions keep coming. After two terrible red days last week, the futures market looks glum today. Like it or not, here are my two cents.

Get to your destination in a reasonable time, while not exposing yourself to undue risk. Drivers or investors?!

How important is “asset location” – the practice of placing “high tax” investments into our qualified, tax-advantaged investing accounts?

A fun, celebratory look back over some lessons I’ve learned throughout life, from the mundane to the deeply meaningful.

Can a small difference in retirement date affect someone’s spending for the next 30+ years? Should I reset my retirement withdrawals?

Remember that scene from Gladiator? Well, it’s going to help us through volatile markets

Is “benefits hacking” a way of unfairly gaming the system, or justly playing by the rules? Savvy financial planning or an ethical gray area?