Media Library

Video shorts, infographics, and charts on retirement planning

UK 1959–1989: 7.1% Inflation — Supermac to Berlin Wall Video

UK 1959–1989: 7.1% Inflation — Supermac to Berlin Wall

£100 in UK stocks became £4,989 nominally but just £634 in real terms. 7.1% annual inflation over 30 years consumed …

1970–2000: $100 Became $4,607 — The Greatest Bull Run Video

1970–2000: $100 Became $4,607 — The Greatest Bull Run

46x your money. The single best 30-year return since the Depression. It started in chaos when BusinessWeek declared the 'Death …

1929 at 5% Withdrawal: Money Gone in Year 30 Video

1929 at 5% Withdrawal: Money Gone in Year 30

Retiring in 1929 with a 5% withdrawal rate. The portfolio lasted 29 years and ran out in year 30. Almost …

$1,000/Month Starting 1990: Two 50% Crashes, Still Hit $1M Video

$1,000/Month Starting 1990: Two 50% Crashes, Still Hit $1M

Starting in 1990 meant investing through the dot-com crash and the 2008 financial crisis. $360K in contributions still became $1.0M.

Can $1,000/Month Make You a Millionaire? (59% Say Yes) Video

Can $1,000/Month Make You a Millionaire? (59% Say Yes)

59% of historical 30-year periods turned $1,000/month into $1M+. Median outcome: $1,043,646 — nearly 3x your $360K in contributions.

The 3% Rule Has Never Failed in 100+ Years of Data Video

The 3% Rule Has Never Failed in 100+ Years of Data

The ultra-conservative 3% withdrawal strategy: 100% success rate across every historical period. But is leaving money on the table its …

The 5% Rule: Is 85% Success Worth the Risk? Video

The 5% Rule: Is 85% Success Worth the Risk?

The aggressive 5% withdrawal strategy tested against 100+ years. 85% success rate, but 15% of periods failed. Know your risk.

1920–1950: The Deflation Era — When Investors Kept 82% of Gains Video

1920–1950: The Deflation Era — When Investors Kept 82% of Gains

Just 0.7% annual inflation for 30 years. $100 became $987 nominally and $812 in real terms. Investors kept 82% of …

1933–1963: The Best 30 Years in US Market History Video

1933–1963: The Best 30 Years in US Market History

$100 became $3,988 — the single best 30-year stretch in over a century of US market data. 13.1% annualized for …

Year Race: The Gilded Age at 4% — A Perfect Score Video

Year Race: The Gilded Age at 4% — A Perfect Score

29 retirement cohorts from 1871–1899 at the 4% withdrawal rate. 100% success. Every cohort finished richer than they started.

$500/Month During the Great Depression Became $542K Video

$500/Month During the Great Depression Became $542K

$500/month invested through the worst financial crisis in history. You put in $180K. The market turned it into $542K. 3x …

UK 1900–1930: The Worst 30 Years in British Market History Video

UK 1900–1930: The Worst 30 Years in British Market History

£100 invested in UK equities in 1900 became just £390 by 1930. Only 4.6% annualized returns. Even Britain’s worst decades …

UK 1960–1990: Inflation Destroyed 88% of Your Gains Video

UK 1960–1990: Inflation Destroyed 88% of Your Gains

£100 in UK stocks grew to £4,395 nominally but was worth only £526 in real terms. 7.3% annual inflation consumed …

Year Race: The Gilded Age at 5% Withdrawal — 97% Survived Video

Year Race: The Gilded Age at 5% Withdrawal — 97% Survived

29 retirement cohorts from 1871–1899 race head-to-head at a 5% withdrawal rate. 97% survived. The 1877 cohort finished with $4.4 …

UK 1956–1986: £100 Became £7,384 — Suez Era to Big Bang Video

UK 1956–1986: £100 Became £7,384 — Suez Era to Big Bang

The best 30-year stretch in UK market history. £100 in UK equities became £7,384 nominally, with 15.4% annualized returns.

Can $500/Month Make You a Millionaire? Video

Can $500/Month Make You a Millionaire?

$500/month for 30 years reached $1M in only 1% of historical periods. The median outcome: $521,823. Still nearly 3x your …

1902–1932: The Worst 30 Years in US Market History Video

1902–1932: The Worst 30 Years in US Market History

Panics, a world war, the Roaring Twenties bubble, and the Great Crash. Yet $100 still became $507. The S&P 500 …

1970–2000: The Greatest Bull Run That Inflation Ate Video

1970–2000: The Greatest Bull Run That Inflation Ate

$100 became $4,607 nominally but only $1,033 in real terms. The greatest bull market in history still lost 78% of …

1932–1962: $100 Became $3,843 — Depression to Prosperity Video

1932–1962: $100 Became $3,843 — Depression to Prosperity

The best time to invest was the worst time to be alive. $100 invested at the bottom of the Great …

The 4% Rule: 99% Success Over 100+ Years of Market History Video

The 4% Rule: 99% Success Over 100+ Years of Market History

The classic 4% withdrawal strategy tested against every 30-year period in US market history. Only one starting year failed.