Bucketing – AKA Asset Allocation for Retirees

May 19, 2018

Jim, Chris and Justin respond to an email from an Idaho listener regarding Bucketing: what it is, how it works, and how it fits into retirement planning.  They address how Bucketing and specific withdrawal sequence may help reduce the risk of down markets in the early years of retirement.  During the second half of the podcast, they address an email question received from a recent widower and some of the planning he may want to consider.

Podcast: Play in new window | Download (Duration: 2:04:04 — 56.8MB)

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