Episode 102: Practical Implementation of Time Segmentation with Rob Cordeau
Retire With Style
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The Strategy of Bucketing Assets for Financial Goals
The chapter explores the concept of bucketing strategy in financial planning, discussing how it can assist clients in managing risks and coping with market fluctuations. It highlights the benefits of segregating assets into different buckets for short-term and long-term goals to ensure peace of mind during volatile market conditions.
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