What You Need to Consider Before Retiring Early
Your asset allocation should make sense for your timeline.
How Spending Shocks Affect Retirement Planning https://www.morningstar.com/retirement/how-spending-shocks-affect-retirement-planning
00:00:00 Introduction
00:00:20 Drawbacks of the 4% Guideline When Planning Early Retirement
00:02:30 How Flexible Spending Strategies Can Maximize Safe Withdrawal Rates
00:03:33 Lifestyle Changes for Early Retirement
00:04:58 Role of Work in Early Retirement
00:06:26 Leaving a Bequest vs. ‘Die With Zero’
00:07:42 Nonfinancial Planning for Retirement
Watch more from Morningstar:
Are You Taking on Too Much Risk in Your Portfolio? https://youtu.be/Jtt4oLsRdpE?si=JknDicB92VqUFA0T
Retirement Withdrawal Sequencing Rules of the Road https://youtu.be/oSNwpXPWCQo?si=5tjhNO_HHRUXSCKx
Where’s the Best Place to Stash Your Cash? https://youtu.be/-SGesA2Uvqw?si=uW-fNCfi5cebfSV5
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