About this episode

This episode discusses the flexibility of The Bucket Strategy® and the potential need for additional buckets for certain retirees.

The Bucket Strategy® is usually explained with three core buckets: money you need soon, money you’ll need later, and money that has time to grow. But for some retirees, that basic structure may need extra support. This is where the flexibility of The Bucket Strategy® allows for another bucket or two. Protected income and alternative investments are not for everyone, but for the right individuals, these "sub-buckets" may be very useful. Would a stronger floor of guaranteed income help co...

Topics covered

• retirement planning
• investment strategy
• financial security
• income generation
• bucket strategy

Keywords

• retirement
• financial planning
• income buckets
• investment
• guaranteed income

Mentioned in this episode

Organizations: Lucia Capital Group

Products: The Bucket Strategy®

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