The 3 Bucket Retirement Plan

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 = Cash
Bucket #2 = Bonds
Bucket #3 = Stocks

Each 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!

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What is Retirement Answers?

Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!

The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.

Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.

Here's to learning everything you need to know to live out your dream retirement!