Bill Bengen – creator of the 4% rule of thumb – answers audience questions.
Derek Tharp answers audience questions about how your spending in retirement should change with your goals, stock market returns, and life expectancy.
Mike Piper discusses leaving money to your heirs tax-efficiently, spending money in retirement tax efficiently, and answers a Social Security claiming strategy question for a married couple.
JL Collins answers audience questions about investing, global diversification, the total bond market, and more.
Steven Fox answers questions on taxes for millennials.
Should I Move from Stocks to Bonds After I’ve Lost Money? If you’re still having trouble deciding what to do, consider an exercise.