810 why this strategy is flawed (especially for Aussies)

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

👉🏽 what is the 4% rule?

👉🏾 where did the 4% rule come from?

👉🏿 The Trinity Study explained

👉🏻 flaws in the studies used

👉 the biggest reason the rule does not reflect Australian spending habits in retirement

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

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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.

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