William Bengen
speaker
108 appearances
1 recordings
1 series
first heard Jul 2026
last heard 25 Jul
William Bengen’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Well, I had never used a financial advisor, and it was still a new concept at that time.
And I figured that if I was going to have to deal with a lot of the stuff, it wouldn't hurt me to learn about it.
And then once I've learned it, perhaps then offer my services to others to give advice.
And it just seemed like a very appealing field to me because it's an area where you can make a difference every day in people's lives.
Yeah, I looked through all the literature.
You know, it's not like today where we go on the internet, type in a few words and there's thousands of sources of information.
Back then it was a library and talking to friends and associates and nowhere could I find the answers to the questions.
Probably not surprising since that issue really hadn't been of importance up until the early 90s when people were starting to live longer in retirement.
And the baby boomers would think of living into their 90s unheard of.
Back in the 50s, you'd retire at 65 and 10 years, you'd die.
And that was it.
But when you live in 85, 90 or more, it creates a whole new host of issues.
Yeah, it kind of led to mixed feelings on my part.
It was fun to see my name out there and associate with this research.
I had no idea what to expect.
But the 4% rule, as it's been formulated, you know, applies to such a small number of retirees.
Almost every other retiree can aspire to take out more than that and should look at that.
They should not adopt that off the cuff to start their planning.
Primarily, I've made my portfolios more sophisticated.
I started out with just two assets, all up to seven assets now.
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