The 3 Bucket Retirement Plan

There are many different retirement income strategies to choose from, but my favorite is the 3 Bucket Plan.

I'm a visual learner and being able to separate my money out into 3 different silos helps me remember why my money is invested the way it is.

Bucket #1 = Cash
Bucket #2 = Bonds
Bucket #3 = Stocks

Each bucket has a purpose and a goal. This approach helps you create your investment allocation based on your unique needs, not some rule of thumb.

Enjoy the show!

Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/retirement-answers/id1660268930
Listen on Spotify: https://open.spotify.com/show/6a5BQ6ezlhiVyNyW5uxW16?si=1dcefde721ed489a

Want help with your retirement plan?👇🏼
☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: jacob.duke@appliedcapital.com

Submit your question here: jacob@retirementanswers.net
YouTube: https://www.youtube.com/@retirementanswers

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