How to Use the Bucket Strategy for Retirement, Ep #106


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By Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP®. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
Do you understand how to use the bucket strategy for retirement? One listener has a question about how to use the bucket strategy and whether or not it is too conservative. I also answer another listener question about the 5-year rule for Roth conversions. And finally, we discuss a retirement headline about the shift from […]

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