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A Peek Inside a Bucket Strategy
Manage episode 401898154 series 3428540
A tartalmat a Lucia Capital Group biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Lucia Capital Group vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
“Everyone’s situation is different.” If you’re a regular listener to this podcast, you’ve heard that many times. Because of that, the Bucket Strategy can take many different forms, each one dependent on a person’s individual goals, risk tolerances, and temperaments.
Have you ever wondered how an advisor might put together someone’s strategy, given certain particular circumstances? What thought processes would an LCG advisor (like Rick Plum) go through to set up a strategy that may work the best for someone?
Find out what a hypothetical married couple with two 401k plans and a $40,000 income need may expect to see with their Bucket Strategy with podcast host Johnny Dean and “Professor” Rick Plum, CFP® on today’s episode of Managing Your Financial Future!
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