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The 3 Bucket Retirement Strategy Changes Everything

Автор: Eric at The PeakFP

Загружено: 2023-08-17

Просмотров: 11391

Описание:

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The 3 Bucket Retirement Strategy Changes Everything

Eric Amzalag, CFP®, RICP®

Subscribe to the channel: / ‪@EricAtThePeakFP‬
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Read a Sample Financial Plan: https://www.thepeakfp.com/blog/sample...

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Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice.

#retirement #retirement #retirementplan #retirementincomeplanning #retirementincome #fiduciary #financialadvisor #financialadvice #feeonly #feeonlyadvisor #feeonlyfiduciary #financialplanner #certifiedfinancialplanner

00:00 Introducing the Retirement Bucket Strategy
01:07 Welcome to Peak Financial Planning
01:46 Short Term Retirement Bucket
02:31 Medium Term Retirement Bucket
03:17 Long Term Retirement Bucket
04:30 An Example Retirement Bucket Plan
06:28 Tracking Your Investment Performance
09:00 Other Retirement Distribution Methods

The 3 Bucket Retirement Strategy Changes Everything

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