Why We Do Buckets- Season 8: Episode 3
The Bucket Strategy has been around for more than 25 years, in one form or another. Why has it survived for as long as it has? With all of the withdrawal strategies that have come and gone over the years, Buckets has managed to become a mainstay for many advisors around the country.
In this week’s episode of Managing Your Financial Future, podcast host Johnny Dean talks with the “Professor” Rick Plum, CFP® how he became a financial professional and why the Bucket Strategy is his preferred method of taking income in retirement.
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. Each taxpayer should seek independent advice from a tax professional based on his or her individual 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.
You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.
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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