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What is the Retirement Bucket Strategy? Thumbnail

What is the Retirement Bucket Strategy?

It's possible to achieve sustainable income in retirement by utilizing the "Retirement Bucket Strategy." This strategy involves dividing your retirement savings into different "buckets" based on your time horizon and risk tolerance. In this video, Dustin with Mundorf Wealth Management   and Erin Kennedy explain each bucket:

  • Short term Bucket 
  • Intermediate Bucket 
  • Long-term Bucket

These buckets represent different asset classes or investment strategies tailored to meet your income needs at various stages of retirement. The strategy aims to provide a reliable income stream while managing investment risk and ensuring your financial security throughout your retirement years. If you'd like to find out whether your retirement savings are properly segmented, please reach out to Dustin by calling or texting the number on the website, or book a free chat by visiting www.LongLiveMyMoney.com. 

#Retirement #WealthManagement #Taxes #Investing

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