Ep.#85: The Bucket Strategy in Retirement. (Pros, Cons, and Caveats)
Update: 2025-08-20
Description
In this episode of the HI Retirement Show, Jason takes a deep dive into the bucket strategy, a popular retirement income planning approach designed to help retirees manage risk and maintain steady cash flow. He breaks down how the strategy works, including how to structure different “buckets” for short-, medium-, and long-term needs. Jason also explores the advantages and limitations of the bucket approach, as well as how it compares to other withdrawal strategies.
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