An interview with Grant Bledsoe from

Grant is the founder of the Portland Fee-Only Financial Planning firm, Three Oaks Capital Management.  He is also the personality behind the popular personal finance blog


Today, Grant and I discuss the questions:

  • What is the 4% rule?
  • Why is this rule so popular?
  • This rule is often the subject of criticism, why?
  • Does this rule still hold water for the modern retiree?


At the end of our chat, Grant mentioned his upcoming FREE Social Security Webinar.

Click here to reserve your spot!

Click here to subscribe

Links cited or mentioned in the broadcast:

Wade Pfau’s criticism of the 4% rule

Michael Kitces’s article, including more modern data for 4% rule.