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31.  The 5.5% Rule?! And, The Death of Value Investing?

31. The 5.5% Rule?! And, The Death of Value Investing?

Released Monday, 2nd November 2020
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31.  The 5.5% Rule?! And, The Death of Value Investing?

31. The 5.5% Rule?! And, The Death of Value Investing?

31.  The 5.5% Rule?! And, The Death of Value Investing?

31. The 5.5% Rule?! And, The Death of Value Investing?

Monday, 2nd November 2020
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Welcome to Episode 31 of RetireMe!

Today we discuss the 4% rule.  The rule was recently revisited by financial planner Bill Bengen, who now argues that it is more like the 5.5% rule.  I explain how I approach rules of thumb and a sensible way to approach retirement withdrawals.

From there, we spend some time talking about value investing.  Davis Funds put out a great chart in their Fall 2020 report contrasting 2 baskets of stocks - 8 highly profitable but more traditional companies vs. 5 expensive tech stocks.  When it comes to value vs. growth investing, history is on the side of value.

Show notes, transcript, links and charts will be available on my blog this week at www.walhoutfinancial.ca/retire-me .  Remember to send your questions to [email protected] and have a great week!

Mark 

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