Brian Wiley dives deep into one of the most effective investment strategies for retirement: bucket-based investing. Using a fictional scenario, Brian explains how blending goal-based and cash-flow planning can help retirees organize their assets into three key buckets—stable, income, and growth. He walks through their $1.3M portfolio, their $6,000/month retirement income needs, and how to align investments with real-life goals like buying an RV or planning for early retirement. Brian shows how this simple system empowers investors to manage market volatility, reduce emotional decisions, and retire with clarity.

Look for our next episode where Jeremiah Bates give his point of view of The Bucket Strategy!

 

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Host:

Brian Wiley

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SPONSORS:

Guild Mortgage:

https://guildmortgage.com

Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Formations:

https://get.formationscorp.com/real-money-pros

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