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Innhold levert av Lucia Capital Group. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lucia Capital Group eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Do Higher Interest Rates Change Your Bucket Strategy?

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Manage episode 375610968 series 3428540
Innhold levert av Lucia Capital Group. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lucia Capital Group eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

The past 18 months or so have seen interest rates rise from near zero to levels we haven’t seen in more than a decade. This is great for savers, especially those who have become accustomed to earning little to nothing on their non-volatile assets.

Of course, a key part of the Bucket Strategy® involves taking income (cash flow) from those non-volatile assets, regardless of what they may or may not be earning. Now that interest rates have come back up, what does this new environment mean for the strategy going forward? Does it change the way you should be setting up your buckets?

Get the answers from podcast host Johnny Dean and “Professor” Rick Plum, CFP® on today’s episode of Managing Your Financial Future!

  continue reading

197 episoder

Artwork
iconDel
 
Manage episode 375610968 series 3428540
Innhold levert av Lucia Capital Group. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Lucia Capital Group eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

The past 18 months or so have seen interest rates rise from near zero to levels we haven’t seen in more than a decade. This is great for savers, especially those who have become accustomed to earning little to nothing on their non-volatile assets.

Of course, a key part of the Bucket Strategy® involves taking income (cash flow) from those non-volatile assets, regardless of what they may or may not be earning. Now that interest rates have come back up, what does this new environment mean for the strategy going forward? Does it change the way you should be setting up your buckets?

Get the answers from podcast host Johnny Dean and “Professor” Rick Plum, CFP® on today’s episode of Managing Your Financial Future!

  continue reading

197 episoder

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