In this episode we're joined by Shani Jayamanne & Mark Lamonica from Morningstar Australia to talk about the evolution of the 4% rule in retirement savings drawdowns. We spoke about:
The State of Retirement Income Report is available on Morningstar Investor. To take out a four week, free trial, the link is: https://go.morningstar.com.au/investor and this is the link behind the paywall https://premium.morningstar.com.au/learn/investing/217021/morningstar-state-of-retirement-report
This is Shani & Mark's podcast page: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215
IMPORTANT – Please remember these podcasts are produced to provide information and education and they are not designed to provide financial advice nor are they a recommendation to buy shares in the companies featured or discussed. ASA does not endorse or favour any specific commercial product or company. Please obtain independent professional advice before investing. We value your feedback and questions. Please contact us at share@asa.asn.au if you have any suggestions for guests or specific questions you’d like answered.
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