“A few small adjustments can add years of longevity to a portfolio.”
Retire Right Radio · Running Out of Money in Retirement
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What was described
suggest small adjustments to withdrawal strategy to add years of portfolio longevity
Said nearby on the same subject
“From 1926 through 2025, a diversified portfolio… S&P 500 generated a return of about 10.5% a year. Small cap… 12.66% a year”
ML
Matt Ludmer
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network ·
Hard numberS&P 500 10.5 % annual return (1926-2025); Small-cap 12.66 % annual ret…Share this moment
“Our portfolio analysis since 2023 suggests a diversified APEC fixed income portfolio could target a 7.5% return with a vol of roughly 4%, depending on allocation constraint.”
“There’s so many strategies that people don’t even know about that they can do where you can literally pay off a rental portfolio in seven years by doing the old snowball effect, the good old Dave Ramsey snowball.”