Strategic Asset Allocation With a Focus on Cash Allocation

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

Fritz: There's an awful lot of similarity between what each of you are describing in terms of setting and maintaining an asset allocation by rebalancing. I think there was actually a nice little coder there at the end about where some decision making comes in in your approach, Fritz. And that may be very appealing to some people and maybe not. But at the end of the day, it just requires some extra thought though," he says.

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