))
A Peek Inside a Bucket Strategy
Manage episode 401898154 series 3428540
Content provided by Lucia Capital Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lucia Capital Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
“Everyone’s situation is different.” If you’re a regular listener to this podcast, you’ve heard that many times. Because of that, the Bucket Strategy can take many different forms, each one dependent on a person’s individual goals, risk tolerances, and temperaments.
Have you ever wondered how an advisor might put together someone’s strategy, given certain particular circumstances? What thought processes would an LCG advisor (like Rick Plum) go through to set up a strategy that may work the best for someone?
Find out what a hypothetical married couple with two 401k plans and a $40,000 income need may expect to see with their Bucket Strategy with podcast host Johnny Dean and “Professor” Rick Plum, CFP® on today’s episode of Managing Your Financial Future!
189 episodes
Share
