Because Mom Said So: Outdated Rules and Smarter Retirement Strategies

Revisiting the “rules” we grew up with—and the financial ones that could be hurting your retirement.

We all remember the rules our parents swore by—don’t sit too close to the TV, wear your coat, turn off that car light! Greg and Kristen share a few laughs about those old sayings, then connect them to the outdated financial “rules” many retirees still follow.

They break down why classics like the 4% rule, the Rule of 100, and “never touch your principal” may no longer make sense—and explain the new mindset smart retirees are using today. Plus, they highlight the real retirement ages that matter: the Rule of 55, 59½, 65, and 73.

If you want to retire confidently, it’s time to know which rules to keep, which to toss, and the one rule Greg lives by: protect your income, grow the rest!

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