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What Some Critics Get Wrong About Buckets
Manage episode 374962651 series 3428540
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One of the biggest fears that retirees have is that they'll run short of money. A Bucket Strategy® aims to solve that problem by matching assets to liabilities, so that you're never in a situation where you need to sell a volatile asset in order to meet your spending needs.
The key, though, is that the strategy must be set up properly. How much safe (non-volatile) money should you have at hand, and how much should be allocated toward growth? This important aspect is one that too many financial pundits and journalists simply get wrong.
In this week's episode of Managing Your Financial Future, podcast host Johnny Dean and Rick "The Professor" Plum, CFP® tell you what the basic elements of the strategy should be, and how Buckets compares with the "traditional" methods of portfolio withdrawal.
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