Mastering Retirement: The Bucket Strategy Explained Retire(Meant) For Living podcast

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Mastering Retirement: The Bucket Strategy Explained

5M ago 17:58

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Content provided by Impact Partnership and JoePat Roop. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and JoePat Roop 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.

This week, JoePat Roop discusses the importance of a structured approach to retirement planning, emphasizing the bucket strategy for managing savings. He highlights the significance of creating different buckets for security, risk, growth, and memories, while also addressing common obstacles retirees face, such as market volatility and healthcare costs. JoePat advocates for a comprehensive retirement income plan that prepares individuals for longevity and ensures financial peace through consistent income sources.

For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

… continue reading

178 episodes

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Mastering Retirement: The Bucket Strategy Explained

Retire(Meant) For Living Podcast

published 5M ago

Share

MP3•Episode home

Content provided by Impact Partnership and JoePat Roop. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and JoePat Roop 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.

This week, JoePat Roop discusses the importance of a structured approach to retirement planning, emphasizing the bucket strategy for managing savings. He highlights the significance of creating different buckets for security, risk, growth, and memories, while also addressing common obstacles retirees face, such as market volatility and healthcare costs. JoePat advocates for a comprehensive retirement income plan that prepares individuals for longevity and ensures financial peace through consistent income sources.

For more information or to schedule a consultation call 704-946-7000 or visit www.belmont-capital.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

… continue reading

178 episodes

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