Planning for the short, med, long terms
By jb_shops onToday I want to present what could be called a retirement system by financial planner and radio talk show host Ray Lucia. His Bucket's of Money strategy is very straightforward approach to retirement planning with an extra focus on the administration of the retirement plan after retirement, but is applicable to all retirement savers. To access his Buckets of Money Online Planner see the RJL Wealth Managment website.
Each of his "buckets" represents a different component to a comprehensive retirement plan. One bucket is for the immediate term financial requirements. Other buckets are for midrange and long term requirements. This system finds the balance between risk and reward with a wholistic approach.
The radio show is syndicated nationwide on the Business Talk Radio Network. You can also download his daily podcasts.
I've watched and listened to Ray alot and most of his advice is sound and fiscally conservative. His bucket approach helps people envision the differing goals of their plan and budget. I believe it is both a safe and worthy plan for home investors.
I've never heard of him, but agree that buckets of money do indeed sounds nice. Thanks for sharing your experience with this product!
Thanks for sharing this information. I will have to check this out. Some how I have missed this one.
thanks for sharing that precious info, I will need it in 2 years time.
Thanks for showing the link to the website, it is time for me to plan my retirement which is coming up in 5 years' time. Thanks again.
Thanks for the info. I will definitely check out the podcasts for starters!