Retire With Purpose - The Retirement Podcast 524: A New 4-Bucket Approach to Investing Before and After Retirement
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Sep 26, 2025 Dive into the complex world of retirement investing, challenging the simple growth-versus-protection narrative. Learn about key risks like sequence-of-returns and how individual strategies should be tailored to your specific goals. Discover Tim Maurer’s innovative Four-Bucket Approach, emphasizing the importance of balancing growth, protection, giving, and living. Understand the shift from long-term aspirations to immediate charitable actions in retirement, and the need for income stability to enhance your quality of life.
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From Pure Defense To Balanced Play
- Casey Weade describes his early training that retirement investing is purely defensive and accumulation is purely offensive.
- He explains how that beginner's logic evolved as he learned retirees still need growth and offense.
Jack And Jill Compound Lesson
- Casey and Marshall retell Jack and Jill to show how starting early compounds wealth dramatically.
- Jill saved $10k for 10 years starting at 20 and outperformed Jack who saved longer but started later.
Three Factors, Not Just Time
- Investing decisions depend on timeframe, need, and willingness to take risk, not just age.
- Casey reframes these as capacity, need, and attitude to evaluate appropriate risk.
