• EP 73 - Bucket Strategy for Retirement

  • May 5 2022
  • Length: 12 mins
  • Podcast

EP 73 - Bucket Strategy for Retirement By cover art

EP 73 - Bucket Strategy for Retirement

Listen for free

View show details

  • 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 
    • Subscribe on Youtube
    • Follow on Linkedin
    Show more Show less
activate_primeday_promo_in_buybox_DT
Show more Show less

What listeners say about EP 73 - Bucket Strategy for Retirement

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available