Retirement Roundtable

The Retirement Bucket Strategy


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This week, John Scallan discusses the importance of having a structured retirement plan based on Tony Robbins' concept of retirement buckets: security, risk, growth, and dream buckets. He emphasizes the necessity of income in retirement, the management of debt, and the discipline required to stick to a financial plan. The conversation also touches on the stages of retirement and the significance of legacy planning.

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Retirement RoundtableBy Cypress Financial