349 bucket strategy explained: super drawdown & investment allocation

Retire Right

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8d ago 51:50

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Glen James, Martin McGrath and Nathan Fradley break down bucket strategies for retirement - how to build them, how to draw down from them and how your investment allocation should shift before and after you stop working.

👉🏾 bucket strategy - two different approaches to setting one up

👉🏿 rebalancing for income in pension mode using a bucket strategy

👉🏻 if you have money outside of super, do you still need cash inside super?

👉 the optimal time to setup a bucket strategy

👉🏼 asset allocation leading up to retirement

👉🏽 pros and cons of the mysuper lifestage superannuation option

Martin McGrath is a financial adviser at https://www.financialedgegroup.com.au/

Nathan Fradley is a financial adviser at https://www.nathanfradley.com.au/

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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Symo Interactive Pty Ltd trading as Retire Right Australia & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice AFSL 243313.

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