Strategic Asset Allocation

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The rebalancing that you have deferred for the longest time, so instead of doing a strategic asset allocation. You have to sell something that is up and buy something that is down or you have to sell bonds,. But maybe bonds might be down too, but they're down less. So now you do this valuation rebalance. When is it time to abandon this momentum approach and go back to valuation? And this is something really, really hard.

Do you worry about running out of money in retirement? How do you draw down your assets without tanking your portfolio? Eric + Jason talk with FIRE bloggers Karsten Jeske and Fritz Gilbert about the bucket strategy. Is it a reasonable withdrawal plan or nothing more than a gimmick? They discuss alternative approaches, how to generate a retirement paycheck, and the role of cash. Whether you're interested in FIRE or on a traditional retirement path, you can't afford to miss this episode!

Show notes: https://twosidesoffi.com/bucketstrategy