Eight Rules Revisited #4: The perpetual portfolio- growing your wealth while you spend it
About this episode
Stuart revisits Golden Rule 4, discussing changes in investment strategy regarding income and total return.
Pre-order Wealth by Design Here In this episode, Stuart revisits Golden Rule 4 and admits that half of it has changed. In Investopoly, the advice was to build your asset base, then tilt toward income as retirement approached. Wealth by Design confirms the first half but overturns the second. Here's why. Stuart makes the case that the real objective isn't income at all; it's after-tax total return and liquidity. He explains why the conventional glide path into conservative, income-heavy assets...
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