Thought it would be helpful to go a little deeper into the 3-Bucket Strategy that I utilize when helping people approaching retirement (or maybe already retired) to have income they can never outlive, income that automatically increases over time, helps protect their principal, helps them to have long-term growth potential so they cannot fully deplete their nest egg, and does all of these things simultaneously.
Here’s the video. I hope it helps you have a more secure retirement and avoid many of the common fears and challenges people face in retirement.
If you’d like to schedule a 10-15 minute chat where I can help you answer some questions/concerns you may be facing as you prepare for retirement (or if you’re already retired), just click here: