Your Wealth

The bucket strategy - a research-based plan for protecting your wealth in retirement


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Investing your retirement savings is a huge challenge – building enough wealth, protecting it once you’ve stopped working, and still managing to enjoy a decent standard of living. Most strategies for building wealth no longer work. But there is one research-backed plan that can help you manage your retirement savings to limit the risks.

Wealth manager and CIO Roger Montgomery joins the podcast to discuss:

  • How the bucket strategy was developed and how it works
  • Simple methods for limiting the downside when you’re no longer working
  • The importance of investing for the short, medium and long term in retirement, and
  • Tips and strategies for making the most of your accumulated wealth.
  • You can access this and previous episodes of the Your Wealth podcast now on iTunesPodbeanSpotify or at nabtrade.com.au/yourwealth

    If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

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