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Ep 70: Bucket Strategy 101

The bucket strategy is a commonly used plan when it comes to retirement. This allows you to allocate money for different goals and helps keep you calm when things are looking down. Lee will discuss what each bucket is for, some common investment vehicles for each of them, and how this might benefit you [...]

By |2022-09-06T18:54:10+00:00July 20th, 2022|Podcast|Comments Off on Ep 70: Bucket Strategy 101

Ep 4: Why The Final Years Before Retirement Are So Important

The last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10-year period.

By |2019-10-17T05:00:22+00:00October 17th, 2019|Podcast|Comments Off on Ep 4: Why The Final Years Before Retirement Are So Important
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