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The Bucket Strategy
Manage episode 407219208 series 3558878
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The Bucket Strategy, also know as Time Segmenting, is a simple and effective strategy to implement approaching retirement. This simple yet effective strategy allows you to assign a purpose to your various assets so you can understand how to enjoy the financial benefits they can provide.
More specifically, I discuss:
- What is the “Bucket Strategy” aka “Time Segmenting”
- What is “Sequence of Returns Risk”?
- How Can The Bucket Strategy Help Alleviate Sequence of Returns Risk?
- Developing a Bucket Plan
- How Implementing a Bucket Plan Can Potentially
- Increase The Longevity of Your Retirement Income
For more resources and information, visit the show notes at https://retiredishpodcast.com/26
The key moments in this episode are:
00:03:54 - Preventing Sequence of Returns Risk
00:09:09 - The Three Buckets
00:12:26 - Goals of the Third Bucket
00:15:10 - Implementing the Bucket Strategy
00:16:37 - Tax Considerations and Asset Allocation
00:18:31 - Superiority of the Bucket Strategy
00:19:39 - Implementation and Management
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