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A Peek Inside a Bucket Strategy
Manage episode 401898154 series 3428540
Lucia Capital Group에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Lucia Capital Group 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
“Everyone’s situation is different.” If you’re a regular listener to this podcast, you’ve heard that many times. Because of that, the Bucket Strategy can take many different forms, each one dependent on a person’s individual goals, risk tolerances, and temperaments.
Have you ever wondered how an advisor might put together someone’s strategy, given certain particular circumstances? What thought processes would an LCG advisor (like Rick Plum) go through to set up a strategy that may work the best for someone?
Find out what a hypothetical married couple with two 401k plans and a $40,000 income need may expect to see with their Bucket Strategy with podcast host Johnny Dean and “Professor” Rick Plum, CFP® on today’s episode of Managing Your Financial Future!
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