“It was 10% of their annual saving. If a client starts saving $10,000 a month, they're going to save $120,000 in the year. I'm going to take 10% of that. 12 grand.”
♫
Said on Build With AI
“For a perpetual portfolio, you need $3 million of investment assets in today's dollars... I've assumed a real return of 4.15% (3.5% income and 4% capital growth)”
Stuart Weems · Investopoly · Ep 429: How much do you need to retire & are you on track? Work it out here.
Play from 9:59
9:59
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What was described
calculate the capital needed for a perpetual portfolio that supports $120,000 annual retirement spending
$3 million (today’s dollars) for a perpetual portfolio
Said nearby on the same subject
“I think, though, if you're running your retirement numbers, you should assume something no higher than 8%. I personally only use 6% in my portfolio.”
RB
Robert Brokamp
Rule Breaker Investing ·
“We write checks between, when we started, it was between 120,000 and 220,000 and 220,000. It's gone up a little bit since then, I guess inflation, it's just kind of what we do.”
RW
Rob Walling
Practical Founders Podcast ·
“I ran the strategic events portfolio. So that's about probably 300 or so events annually.”
♫
Said on The CMO Podcast
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