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The bucket strategy – a research-based plan for protecting your wealth in retirement
Investing your retirement savings is a huge challenge – building enough wealth, protecting it once you’ve stopped working, and still managing to enjoy a decent standard of living. Most strategies for building wealth no longer work. But there is one research-backed plan that can help you manage your retirement savings to limit the risks.
Wealth manager and CIO Roger Montgomery joins the podcast to discuss:
- How the bucket strategy was developed and how it works
- Simple methods for limiting the downside when you’re no longer working
- The importance of investing for the short, medium and long term in retirement, and
- Tips and strategies for making the most of your accumulated wealth.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.