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The 3 Bucket Strategy is designed to help protect assets and retirement income by diversifying how and where funds are allocated. Understanding how to use each bucket can also help manage risks, including sequence of returns risk.
00:01 Introduction to retirement money management concerns
00:19 Overview of the three-bucket strategy
00:25 Bucket 1: Now/Spending bucket for immediate needs
00:42 Bucket 2: Soon bucket for 3-8 year needs
01:02 Bucket 3: Later bucket for long-term growth
01:24 Benefits of the three-bucket system
01:34 Professional wealth management services
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