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How to Set Up Bucket One- Season 7: Episode 5
Managing Your Financial Future

How to Set Up Bucket One- Season 7: Episode 5

October 12, 2021

The basic idea of a Buckets strategy involves taking portfolio distributions from a non-volatile source: what we call Bucket #1.  You never want to be in a position where you have to sell volatile assets (like stocks) to fund your short-term monthly expenses. But does this mean that you need to have several years’ worth of cash sitting around to make sure it’s there when you need it?  The short answer is no – you just need to “bucketize” the bucket. But how do you do that?  It’s not as simple as it seems.
CAPitalize Your Debt -Season 2: Episode 7
Capitalize

CAPitalize Your Debt -Season 2: Episode 7

October 11, 2021

For those who owe a lot of money to creditors, debt can seem like a really bad thing. And the bigger the debt, the worse the situation. And for those on the other side of the spectrum, those who are essentially debt-free, life can certainly seem a lot easier, at least financially speaking. There’s no shortage of financial pundits who tell you how much better your life will be if you eliminate all of your debts. But is this really sound advice? Perhaps not. There may be some instances where debt can actually work in your favor.
How To Manage Your Tax Bill, Now and in Retirement – Season 7: Episode 4
Managing Your Financial Future

How To Manage Your Tax Bill, Now and in Retirement – Season 7: Episode 4

October 5, 2021

It’s been said that taxes are perhaps the biggest drag on your portfolio’s returns. So it would stand to reason that managing your taxes, with the goal of keeping them as low as possible over the course of many years, should be one of your biggest financial planning priorities. But “managing” your taxes is different from “minimizing” them. There may indeed be times where paying a little more in taxes now could save you much more down the road: maybe for the rest of your life.