Is “Blending” Your Buckets a Better Strategy? – Episode 221

It’s true that in general, the basic Bucket Strategy® consists of a 3-, 4-, or 5-Bucket plan, with each bucket separated into short-term, mid-term, and long-term assets.  But did you know that a good Bucket Strategy will often “blend” buckets to potentially give a retiree a much better overall outcome?

“Blending” the buckets means to combine the cash flow to try to get a desired outcome.  But where do you take that cash flow from? Your IRA? Your 401k? Your personal money? Roths? This is where blending buckets can potentially be very helpful.

Learn more about why this strategy may yield better results for you as podcast host Johnny Dean and Rick “The Professor” Plum, CFP® give you the inside scoop on today’s episode of Managing Your Financial Future!