Episode 5: The Bucket Concept: Helping Retirees Better Understand Their Money
Many people don’t have a full understanding of what is happening within their investment portfolio. For a full picture of what your money is doing, it can be helpful to think of it within a bucket system. In this episode, Jim and Dan explain the three buckets, as well as how your diversification – the way you choose to balance your buckets – depends on what you want your money to do for you.
In this week’s Peak University lesson, Jim and Dan look at the impacts of market volatility on retirement planning and how you can avoid financial disruptions. Plus, the guys discuss managing your 401(k) ahead of retirement.
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