Join Senior Advisors Robert Gilliland and Karen Heider on the limitations of the traditional 4% rule for retirement planning. Learn why it may not be sufficient in today’s financial landscape due to factors like inflation and market volatility. Hear alternative strategies, including dynamic withdrawals, the bucket strategy, and more which satisfy the A.G.E. approach.
3 Surprises About Retiree Spending Habits
October 30, 2025
