Episode 06: Bill Bengen

Bill Bengen, Former owner of Bengen Financial Services

You can also listen to the episode on Apple Podcasts & Spotify.

In this episode:

Abraham and Bill have a detailed discussion around:

• How Bill got into financial planning and his role as former owner of Bengen Financial Services.

• The history of his research on the 4% rule.

• Bill’s latest thinking on the framework of retirement withdrawal strategies.

• Bill’s thoughts on the role of inflation and market valuation on SWR today.

• How Bill invests his retirement money.

Guest profile

William ‘Bill’ Bengen is a retired financial adviser who first articulated the 4% withdrawal rate which has been the rule of thumb for withdrawing funds from retirement savings.  It has also become known as ‘Bengen’s rule’

Bill also was the founder of Bengen Financial Services, where he ran the firm as a fee-only practice for twenty years, before selling the firm and retiring in 2013.