Article

Podcast Highlight - Misleading 8% Safe Withdrawal Rate

Responding to a recent video in popular financial culture, the Strong Valley Team and special guest explore the realities of an 8% withdrawal rate plan.

Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable. If you have questions for the Strong Valley team, submit your question at strongvalley.com/contact.

David Lebovitz and JPMorgan Asset Management are not affiliated and separate entities from Integrated Partners. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)

November 30, 2023
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • The One Question Your Advisor Must Ask

    One Question Your Advisor Must Ask

    September 24, 2022
    Too much focus can be placed on markets, investment returns and stock prices. Does that sound surprising to you? Knowing your goals and how you want to live is important for living a fulfilling life. It is also an important starting point for financial planning. This article explains why you should be pleased when your advisor asks you this question.
    Read this Article
  • Planning Your Exercise & Your Financial Fitness

    Planning Your Exercise & Financial Fitness

    June 28, 2022
    Most people don’t prepare to invest and that’s a big mistake. Using the analogy of getting physically fit, this article explores ways that you can prepare for financial uncertainty in much the same way you spend your energy to prepare your body for the stress of a fitness goal or staying active and healthy into your golden years. Preparation matters.
    Read this Article
  • Healthy Aging as You Approach Retirement

    February 12, 2025
    Making healthy choices in the years before retirement can impact the quality of years during retirement. Good choices now may reduce healthcare costs, the need for medications and even long-term care later in life. Here’s a list of key components to consider now.
    Read this Article
  • The Truth About Inflation and Risk

    The Truth About Inflation and Risk

    August 20, 2022
    Our Strong Valley advisor team recaps 2022 from May through August, where the US Bond market saw the worst start ever, and it was the 3rd-worse start for US Stocks. The team has a balanced discussion on winners and losers during times of inflation and what that means for investment risks. Questions from Strong Valley clients are answered, and the team showcases one practical way to objectively quantify and evaluate your own personal risk tolerance when it comes to investing. We wrap up the discussion with predictions and an outlook on where inflation and the markets may be headed in the months ahead.
    Read this Article
  • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    phone-handset