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Is "Blending" Your Buckets a Better Strategy?

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Manage episode 486657111 series 3428540
Content provided by Lucia Capital Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lucia Capital Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

It's true that in general, the basic Bucket Strategy® consists of a 3-, 4-, or 5-Bucket plan, with each bucket separated into short-term, mid-term, and long-term assets. But did you know that a good Bucket Strategy will often “blend” buckets to potentially give a retiree a much better overall outcome?

"Blending" the buckets means to combine the cash flow to try to get a desired outcome. But where do you take that cash flow from? Your IRA? Your 401k? Your personal money? Roths? This is where blending buckets can potentially be very helpful.

Learn more about why this strategy may yield better results for you as podcast host Johnny Dean and Rick “The Professor” Plum, CFP® give you the inside scoop on today’s episode of Managing Your Financial Future!

  continue reading

245 episodes

Artwork
iconShare
 
Manage episode 486657111 series 3428540
Content provided by Lucia Capital Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lucia Capital Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

It's true that in general, the basic Bucket Strategy® consists of a 3-, 4-, or 5-Bucket plan, with each bucket separated into short-term, mid-term, and long-term assets. But did you know that a good Bucket Strategy will often “blend” buckets to potentially give a retiree a much better overall outcome?

"Blending" the buckets means to combine the cash flow to try to get a desired outcome. But where do you take that cash flow from? Your IRA? Your 401k? Your personal money? Roths? This is where blending buckets can potentially be very helpful.

Learn more about why this strategy may yield better results for you as podcast host Johnny Dean and Rick “The Professor” Plum, CFP® give you the inside scoop on today’s episode of Managing Your Financial Future!

  continue reading

245 episodes

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