Ep #114 - Call it What it Is! Redefining Your Investment Buckets

It’s far too often that investment and financial planning jargon get in the way of clearly articulating what someone’s investment plan looks like. And we aren’t talking about using terms like alpha or sharpe ratios either. Something as simple as saying “short-term bucket” and “long-term bucket” is still fairly met with “but what does that REALLY mean to me?!” Listen to Adam and Ben break down their Three Bucket Theory into a more tangible discussion, by highlighting how clients can view these buckets, not just in concept, but in practice, based on their own individual financial plan. They’ll even challenge you to share your own ideas for how you would retitle these buckets of savings, based on how you think and feel about money and its role in your life. Don’t miss this one!Tracking #T007077Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.