“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 ·
Tahli Cavagnino · Australian Retirement Podcast · 7 retirement mistakes that can derail your plans
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Encourages clients to calculate a personal “retirement number” using ASFA Comfortable Retirement Superbalance benchmarks
“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.”
“It is best to use a few tools and see if there's a general consensus on your current path… my favorite free retirement calculator is the calc xml… other tools… Bolden, Maxify, Prolana, Projection Lab”
“The tax map calculator, a tool we created for the Retirement Researcher Academy that we're opening up to make public for the week of the challenge”
“Our clients get this completely complimentary, but for the next five listeners, they call 801-210-5500 ... we will give you your very own complimentary retirement money map”
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