Tying Your Social Security Benefits Into Your Investment Portfolio

Managing Your Financial Future with Lucia Capital Group

When you get to retirement, your portfolio - that is, your savings - will presumably provide you with the money you need. The more guaranteed income you have from other sources (like Social Security and pensions), the less your portfolio will have to kick out to you.
This is a crucial part of the financial planning process. The time when you begin taking those benefits, and how much they will provide, gives you an idea of what needs to happen with the rest of your money.
How does this all play out with the Bucket Strategy®? Learn all about it from podcast host Johnny Dean and "Professor" Rick Plum, CFP® on today's episode of Managing Your Financial Future!