The 4% Retirement Rule Using Microsoft Excel
2.5 هزار بار بازدید -
7 ماه پیش
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In this video, I use
In this video, I use Microsoft Excel to explore the 4% retirement or withdrawal rule, a method suggested by Bill Bengen in 1994. I delve into the background of the rule, its assumptions, and implications and further demonstrate how to manipulate numbers according to various scenarios.
I consider variables such as stock market performance, spending habits, and inflation. I also address adjustments to the 4% rule recently suggested by Bengen himself.
Download the file used in this video here:
https://chrismenardtraining.com/Files...
The Long View Podcast Episode with Bill Bengen:
The Long View: Bill Bengen - Revisiti...
Chapters:
00:00 Introduction
00:28 The Origin of the 4% Rule
01:17 Breaking Down the 4% Rule with Excel
02:08 Observations and Assumptions in the 4% Rule
03:34 Mathematical Illustration of the 4% Rule
04:33 Tweaking the Numbers in the 4% Rule
05:34 Impact of Market Fluctuations on the 4% Rule
06:15 Conclusion and Additional Resources
Check out my Excel Courses here:
https://courses.chrismenardtraining.com
Blog Post on the 4% rule
https://chrismenardtraining.com/post/...
And make sure you subscribe to my channel!
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○ Microphone - https://amzn.to/3gphDXh
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○ Studio lights - https://amzn.to/3vaxyy5
○ Dual monitor mount stand - https://amzn.to/3vbZSjJ
○ Web camera – https://amzn.to/2Tg75Sn
○ Shock mount - https://amzn.to/3g96FGj
○ Boom Arm - https://amzn.to/3g8cNi6
- SOFTWARE USED --------------------------------
○ Screen recording – Camtasia – https://chrismenardtraining.com/camtasia
○ Screenshots – Snagit – https://chrismenardtraining.com/snagit
○ YouTube keyword search – TubeBuddy – https://www.tubebuddy.com/chrismenard
DISCLAIMER: Links included in this description might be affiliate links. If you purchase a product or service with the links I provide, I may receive a small commission. There is no additional charge to you! Thank you for supporting my channel, so I can continue to provide you with free content each week!
#excel #4percentrule #chrismenard
I consider variables such as stock market performance, spending habits, and inflation. I also address adjustments to the 4% rule recently suggested by Bengen himself.
Download the file used in this video here:
https://chrismenardtraining.com/Files...
The Long View Podcast Episode with Bill Bengen:
The Long View: Bill Bengen - Revisiti...
Chapters:
00:00 Introduction
00:28 The Origin of the 4% Rule
01:17 Breaking Down the 4% Rule with Excel
02:08 Observations and Assumptions in the 4% Rule
03:34 Mathematical Illustration of the 4% Rule
04:33 Tweaking the Numbers in the 4% Rule
05:34 Impact of Market Fluctuations on the 4% Rule
06:15 Conclusion and Additional Resources
Check out my Excel Courses here:
https://courses.chrismenardtraining.com
Blog Post on the 4% rule
https://chrismenardtraining.com/post/...
And make sure you subscribe to my channel!
○ My camera – https://amzn.to/3vdgF5E
○ Microphone - https://amzn.to/3gphDXh
○ Camera tripod – https://amzn.to/3veN6Rg
○ Studio lights - https://amzn.to/3vaxyy5
○ Dual monitor mount stand - https://amzn.to/3vbZSjJ
○ Web camera – https://amzn.to/2Tg75Sn
○ Shock mount - https://amzn.to/3g96FGj
○ Boom Arm - https://amzn.to/3g8cNi6
○ Screen recording – Camtasia – https://chrismenardtraining.com/camtasia
○ Screenshots – Snagit – https://chrismenardtraining.com/snagit
○ YouTube keyword search – TubeBuddy – https://www.tubebuddy.com/chrismenard
DISCLAIMER: Links included in this description might be affiliate links. If you purchase a product or service with the links I provide, I may receive a small commission. There is no additional charge to you! Thank you for supporting my channel, so I can continue to provide you with free content each week!
#excel #4percentrule #chrismenard
7 ماه پیش
در تاریخ 1402/12/07 منتشر شده
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