33: How to Manage Risk & Income in Retirement: Bucketing Strategy Explained

Are you approaching retirement and wondering how to structure your income and investments? In this episode of Retire Well, Matthew and Joe dive deep into the retirement bucketing strategy; a powerful method to manage investment risk, sequencing risk, and ensure stable income throughout retirement.

✅ Learn how to:

Build short-term, medium-term, and long-term investment buckets
Protect your retirement income from market volatility
Balance psychological comfort with financial efficiency
Use pensions, ISAs, annuities, and cash reserves effectively
Avoid common mistakes and make confident financial decisions

Whether you're newly retired or planning ahead, this episode offers practical advice and real client examples to help you retire with confidence.

📩 Got questions? Drop them in the comments or email us at [email protected]

🔔 Subscribe for weekly episodes on retirement planning, pensions, and financial wellbeing.

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Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.