Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | Google Podcasts | Spotify | Stitcher | Email | TuneIn | RSS | More
In part two, Gary Alden is back with an even deeper look at how bucket planning works. Bucket planning may not only reduce asset-related risks, but also help people avoid their own risky investing behaviors.
In this episode, Gary discusses the major types of risks bucket plans help reduce, along with:
- The three types of buckets and how to use them
- The importance of being tax diversified
- Common risky investing behaviors
- The six steps of bucket planning
- And more!
Join Gary now to learn how bucket planning may help you mitigate risks and have a worry-free retirement.
Resources: Kingwood Investment Group | 281 359 7900 | The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement by Jason L. Smith