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The 6-5-4 bucket strategy can transform your retirement savings into a sustainable income stream while maintaining long-term growth potential.
In today's epsiode I dive into this on more detail: A simple yet powerful approach that creates a clear withdrawal plan that provides both financial security and peace of mind during market volatility.
• Calculate your retirement income needs
• Set aside living expenses in an emergency fund
• Five years (60 months) of income needs in a second bucket
• Invest the remaining portfolio for growth
If you want to learn more about how the 6-5-4 strategy may apply to your situation, reach out directly for personalized guidance.
🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: Paradigm Wealth Partners
If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
Thanks for Listening!
Jonathan
By Jonathan Bednar II, CFP4.8
1515 ratings
The 6-5-4 bucket strategy can transform your retirement savings into a sustainable income stream while maintaining long-term growth potential.
In today's epsiode I dive into this on more detail: A simple yet powerful approach that creates a clear withdrawal plan that provides both financial security and peace of mind during market volatility.
• Calculate your retirement income needs
• Set aside living expenses in an emergency fund
• Five years (60 months) of income needs in a second bucket
• Invest the remaining portfolio for growth
If you want to learn more about how the 6-5-4 strategy may apply to your situation, reach out directly for personalized guidance.
🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: Paradigm Wealth Partners
If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
Thanks for Listening!
Jonathan

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