• EP 73 - Bucket Strategy for Retirement

  • May 5 2022
  • Length: 12 mins
  • Podcast

EP 73 - Bucket Strategy for Retirement

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  • Summary

  • In today's episode, I want to talk about a bucket retirement strategy I use with my clients. No, I'm not talking about pickle buckets, which I promise I will explain at the end. We've seen some serious volatility this year in the market. We haven't seen this sort of swing in roughly 15 years. If you're looking too closely at your investments this year, you know we have had volatility all the way through. Most of the cause before was due to inflation and unknowns about the interest rate changes. Things like the invasion of Ukraine certainly have not helped either. Lucily the concept I want to discuss today isn't affected by volatility, at least in the short term. The bucket concept is simple. However, the execution is more complex. Join me to learn more about it.

    You will want to hear this episode if you are interested in...
    • Bucket concept in a nutshell [1:26]
    • Bucket #1 [2:47]
    • Bucket #2 [3:03]
    • Bucket #3 [3:42]
    • When in retirement will you use each bucket? [5:41]
    • The pickle bucket story I promised [8:42]
    • This week’s FLASHBACK [9:42] 
    Connect With Dan Johnson
    • https://forwardthinkingwm.com 
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