How much do I need to retire with £20k/£30k/£40k/£50k per year? (100-year backtest results)

Published: 20 May 2024
on channel: James Shack
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How Much Do I Need To Save Tool
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Software & Data
www.timeline.co is the backtesting software I used in this video. It includes over 100 years of stock market adn inflation data. To get such a large data set, they have spliced together different indices to cover different periods, but the modern version of the indices used in this video are:

Global Equities - Morningstar Global All Cap Target Market Exposure
Global Bonds - Morningstar Global Core Bond

RISK WARNINGS AND DISCLAIMERS

Capital at risk. This video does not constitute personal advice. Past performance is used as a guide only. It is no guarantee of future returns. Prevailing tax rates and reliefs are dependent on individual circumstances and are subject to change. We do not provide tax advice.

Issued on behalf of Nova Wealth. Nova Wealth is a trading name of Octopus Wealth Limited, which is authorised and regulated by the Financial Conduct Authority (FRN: 778951) and is a limited company registered in England & Wales (10739796).

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The author asserts their moral right under the Copyright, Designs and Patents Act 1988 to be identified as the author of this channel and any video published on it.

00:00 Intro
01:15 How much do I need to retire?
13:02 How much do I need to save?


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