The Bucket Strategy: Our Retirement Planning Guide (Jeremiah’s Take)
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The Bucket Strategy: Our Retirement Planning Guide (Jeremiah’s Take)
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In this second part of our two-part show, Jeremiah Bates takes the mic to share his perspective on one of our most powerful retirement planning tools: the bucket strategy. Building on Brian's introduction in Hour 1, Jeremiah breaks down the logic, math, and mindset behind organizing your assets into three core buckets—short-term liquidity, income, and long-term growth.
Using real client examples, including one who retired just before the COVID crash, Jeremiah explains how the bucket plan can protect your retirement income, reduce emotional investing mistakes, and help you weather market downturns with confidence. He outlines how each bucket functions, what types of investments belong in them, and why timeline-driven planning is essential for lasting financial peace of mind.
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Host:
Jeremiah Bates
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SPONSORS:
Guild Mortgage:
https://guildmortgage.com
Ataraxis PEO
https://ataraxispeo.com
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Formations:
https://get.formationscorp.com/real-money-pros
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