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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
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Monday Sep 16, 2024
Monday Sep 16, 2024
Today, Paul walks through a very popular strategy for investing and taking an income in retirement: the bucket strategy. While having a plan for short-term, medium-term, and long-term expenses sounds like a good idea for investors, the bucket strategy uses ideas as an excuse to own assets that do not offer good returns for their risk. Listen along as Paul explains to investors why you can have a different strategy for retirement and still be able to afford purchases with different time horizons.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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