The Bucket Strategy

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