EPISODE · Aug 1, 2023 · 17 MIN
The 3 Bucket Retirement Plan
from Retirement Answers · host Jacob Duke, CFP®
There are many different retirement income strategies to choose from, but my favorite is the 3 Bucket Plan.I'm a visual learner and being able to separate my money out into 3 different silos helps me remember why my money is invested the way it is.Bucket #1 = CashBucket #2 = BondsBucket #3 = StocksEach bucket has a purpose and a goal. This approach helps you create your investment allocation based on your unique needs, not some rule of thumb.Enjoy the show!Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/retirement-answers/id1660268930Listen on Spotify: https://open.spotify.com/show/6a5BQ6ezlhiVyNyW5uxW16?si=1dcefde721ed489aWant help with your retirement plan?👇🏼☎️ Book a call with me: https://calendly.com/jacobduke/intro✉️ Email me: [email protected] your question here: [email protected]: https://www.youtube.com/@retirementanswers#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
What this episode covers
There are many different retirement income strategies to choose from, but my favorite is the 3 Bucket Plan.I'm a visual learner and being able to separate my money out into 3 different silos helps me remember why my money is invested the way it is.Bucket #1 = CashBucket #2 = BondsBucket #3 = StocksEach bucket has a purpose and a goal. This approach helps you create your investment allocation based on your unique needs, not some rule of thumb.Enjoy the show!Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/retirement-answers/id1660268930Listen on Spotify: https://open.spotify.com/show/6a5BQ6ezlhiVyNyW5uxW16?si=1dcefde721ed489aWant help with your retirement plan?👇🏼☎️ Book a call with me: https://calendly.com/jacobduke/intro✉️ Email me: [email protected] your question here: [email protected]: https://www.youtube.com/@retirementanswers#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
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The 3 Bucket Retirement Plan
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