Three Bucket Strategy For Retirement Explained

Published: 20 April 2024
on channel: Antonio Cibella - Vision Wealth Management
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The Three Bucket Retirement Strategy has become a popular tool for planning out your retirement. How does the strategy work, and what are the benefits of using a 3 bucket strategy? We'll explain in the video today.

A Three Bucket Strategy is a popular tool to divide your retirement assets in separate "buckets" as a way of insulating yourself from potential downturns. Having all of your retirement assets in one "bucket" invested the same way to add additional risk in the event of a large downturn. For folks looking to minimize that risk, a three bucket strategy has become a popular tool.

0:00 The far too common 2 bucket plan
1:50 Sam and Diane's retirement plan
3:40 Step 1: Solving for income
4:30 Step 2: "Now" Money
6:03 Step 3: "Soon" Money
7:42 Step 4: "Later" Money


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