A Worked Example of the Three Bucket Strategy in Retirement Planning

In today's episode Dev unpacks the three bucket retirement strategy, touching on:

👉🏾 emergency savings and liquid assets

👉🏿 medium term holdings

👉🏻 longer term holdings with a bit more risk

👉 2 key factors to watch for

👉🏼 rebalance rules

👉🏽 and the pros & cons

📝 Episode transcripts

We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.

To get help, and to check out our online courses, resources and downloads (+ our disclaimers and warnings), click here.

Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.

SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

Hosted on Acast. See acast.com/privacy for more information.