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There are many different retirement income strategies to choose from, but my favorite is the 3 Bucket Plan.
I'm a visual learner and being able to separate my money out into 3 different silos helps me remember why my money is invested the way it is.
Bucket #1 = Cash
Bucket #2 = Bonds
Bucket #3 = Stocks
Each bucket has a purpose and a goal. This approach helps you create your investment allocation based on your unique needs, not some rule of thumb.
Enjoy the show!
Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/retirement-answers/id1660268930
Listen on Spotify: https://open.spotify.com/show/6a5BQ6ezlhiVyNyW5uxW16?si=1dcefde721ed489a
Want help with your retirement plan?👇🏼
☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: [email protected]
Submit your question here: [email protected]
YouTube: https://www.youtube.com/@retirementanswers
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
By Jacob Duke, CFP®4.9
9898 ratings
There are many different retirement income strategies to choose from, but my favorite is the 3 Bucket Plan.
I'm a visual learner and being able to separate my money out into 3 different silos helps me remember why my money is invested the way it is.
Bucket #1 = Cash
Bucket #2 = Bonds
Bucket #3 = Stocks
Each bucket has a purpose and a goal. This approach helps you create your investment allocation based on your unique needs, not some rule of thumb.
Enjoy the show!
Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/retirement-answers/id1660268930
Listen on Spotify: https://open.spotify.com/show/6a5BQ6ezlhiVyNyW5uxW16?si=1dcefde721ed489a
Want help with your retirement plan?👇🏼
☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: [email protected]
Submit your question here: [email protected]
YouTube: https://www.youtube.com/@retirementanswers
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

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