We Built a 5% SWR Retirement Portfolio Using Fidelity in 48 Minutes (Golden Ratio Portfolio)

15.5K viewsPublished: July 18, 202548m 55sScore: 77
Pricing & Profitability
intermediate
Tax Strategy
Profitability
Pricing Strategy

Summary

Mindy Jensen and Scott Trench from BiggerPockets Money, along with guest Frank Vasquez, discuss how to build a risk parity portfolio on Fidelity to achieve a 5% safe withdrawal rate. Frank walks through creating and allocating funds, plus withdrawal strategies and tax considerations.

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