Structuring Your Retirement Portfolio with the Bucket Approach
Update: 2023-11-22
Description
Join me as I help unlock the secrets of the "Bucket Approach" to retirement planning. After decades of diligent savings, are you prepared to transition from the accumulation phase of your life to the distribution phase? This episode sheds light on the challenges retirees face and offers a structured solution to ensure your investments serve you effectively throughout your golden years.
Dive into:
• 📈 The shift from career mode to retirement mode and its challenges.
• 💡 Basics of the "Bucket Approach" and its advantages in retirement planning.
• 🛠️ Constructing and maintaining your investment buckets: short-term, intermediate, and long-term.
• 🔄 The importance of regular reviews and rebalancing to adapt to changing market conditions.
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results.
Securities and investment advisory services offered through Osaic, Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
Dive into:
• 📈 The shift from career mode to retirement mode and its challenges.
• 💡 Basics of the "Bucket Approach" and its advantages in retirement planning.
• 🛠️ Constructing and maintaining your investment buckets: short-term, intermediate, and long-term.
• 🔄 The importance of regular reviews and rebalancing to adapt to changing market conditions.
Ryan Hitchcock
Financial Planner
High Point Capital Group
Direct: 414-253-4611
rhitch@hpcg.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results.
Securities and investment advisory services offered through Osaic, Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
