Bucket Strategy of Retirement Planning

August 22, 2015

Bucket Strategy of Retirement Planning

You know the adage, “If a tree falls in the woods and no one is there to hear it, does it make a sound”? Well, you can apply this same thinking to the stock market.  If your portfolio falls 20%, and you don’t need the money, does it really matter? Jim, Chris and Peter discuss the bucket strategy of retirement planning, where the “buckets” are the accumulation phase, the transition phase and the distribution phase of retirement planning and how to position your assets in these buckets to better weather market fluxuations. They also discuss listeners’ questions involving setting up a trust to protect assets in a divorce and the difference between term and whole life insurance.

This show was edited in the fourth segment due to FINRA regulations.

Podcast: Play in new window | Download (Duration: 1:43:21 — 47.3MB)

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