MM007: Tax Day Takeaways

Tax Day Takeaways | The Modest Millions Show

Today is Tax Day in the U.S. It’s a day dreaded by many, but hopefully this year’s tax season was relatively stress-free and free of any major surprises for you. As we wrap up one tax year and plan for the next, it’s time to look back at what you would have done differently and make some Tax Year’s Resolutions for this coming year.

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MM004: What is the 4% Rule and is it Right for Me?

Have you heard about the 4% Rule and how you can use it to safely make withdrawals from your savings in retirement? It can be a simple rule of thumb to make sure you’re able to withdraw enough money to cover your retirement expenses without needing to worry about running out of money before you run out of retirement. That would not be good.

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