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Which Assets Belong in Each Bucket? - Managing Your Financial Future [E193]

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The Bucket Strategy® is both simple and complex.  It’s simple in the sense that there’s a short-term, midterm, and long-term bucket, and maybe a couple of others, depending on your needs.  The complexity begins when you need to determine which assets should go into which buckets.

There are many things to consider: time frame, taxability, income needs, and available assets, to name a few. How do you determine what to put into each bucket?

We’ll tackle that question today. Tune in to podcast host Johnny Dean and Rick “The Professor” Plum, CFP® as they answer this all-important question on Managing Your Financial Future!

#podcast #managingyourfinancialfuture #luciacapitalgroup #retirementplanning #financialplanning
Category
Johnny Cash
Tags
Lucia Capital Group, WealthEd.com, retirement
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