Which Assets Belong in Each Bucket?

Managing Your Financial Future with Lucia Capital Group

The Bucket Strategy® is both simple and complex. It’s simple in the sense that there’s a short-term, midterm, and long-term bucket, and maybe a couple of others, depending on your needs. The complexity begins when you need to determine which assets should go into which buckets.

There are many things to consider: time frame, taxability, income needs, and available assets, to name a few. How do you determine what to put into each bucket?

We’ll tackle that question today. Tune in to podcast host Johnny Dean and Rick “The Professor” Plum, CFP® as they answer this all-important question on Managing Your Financial Future!