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Which Assets Belong in Each Bucket?
Manage episode 446306445 series 3428540
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The Bucket Strategy® is both simple and complex. It’s simple in the sense that there’s a short-term, midterm, and long-term bucket, and maybe a couple of others, depending on your needs. The complexity begins when you need to determine which assets should go into which buckets.
There are many things to consider: time frame, taxability, income needs, and available assets, to name a few. How do you determine what to put into each bucket?
We’ll tackle that question today. Tune in to podcast host Johnny Dean and Rick “The Professor” Plum, CFP® as they answer this all-important question on Managing Your Financial Future!
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