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The Bucket Strategy Is Simple – Or Is It?- Episode 94

The Bucket Strategy is designed to give you cash flow from assets that are not affected by the whims of the stock market.  You don’t want your income to be cut simply because the markets aren’t doing well, and this is the basic premise of Buckets.

Is it complicated?  Yes and no. How each person’s Buckets should be set up is almost completely dependent on their goals and their risk tolerance.  It’s not very often a matter of “set it and forget it.”

In this week’s episode of Managing Your Financial Future, podcast host Johnny Dean speaks with “Professor” Rick Plum, CFP® about what’s easy – and what’s not so easy – about designing a potentially effective Bucket Strategy.

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for a client's or prospective client's portfolio, thus, investments may result in a loss of principal. Accordingly, no client or prospective client should assume that the information presented serves as the receipt of, or a substitute for, personalized advice from LCG or from any other investment professional.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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