Robert Brokamp

speaker
4,580 appearances 41 recordings 3 series first heard Oct 2025 last heard 2d ago

Robert Brokamp’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
5 · Sep OctJan 26AprJulnow

Recordings per month over the last 12 months — 41 in all, peaking in Sep 2026 with 5.

Appearances

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One of the things I thought was interesting in this research that you did was helping people sort of gauge their withdrawal rate based on how much of their essential expenses need to be covered by their portfolio.
And I think more retirees should think in terms of, right, this is what I absolutely need to cover.
Versus this is the stuff that's a little more discretionary.
As you said, you'd cut back.
And the research indicates that if you have a large part of your portfolio covering basically a flexible portfolio, you really can start at a higher withdrawal rate.
On the other hand, if your portfolio is covering a lot of essential expenses, maybe you need to start at a lower rate.
Well, David, this has been another fascinating discussion.
Thank you so much for joining us.
Sure thing.
And that, my Foolish friends, is the show.
Thank you so much for listening.
And thanks to Bart Shannon, the engineer for this episode.
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I'm Robert Brokamp.
Fool on, everybody.
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