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In the video, a 67-year-old person shares their financial information, including a traditional IRA and company stocks totaling $825,000. They also receive $36,000 from Social Security and still have a mortgage. The person has questions about the four percent rule in retirement, particularly regarding how dividends factor in and where the four percent withdrawal comes from. They prefer dividend stocks and currently receive $25,000 per year, which is reinvested. They are unsure if they will follow the four percent rule strategy.
