Patrick Richter, managing director at Mariner Wealth Advisors, shares how to effectively create a paycheck from your investment account in retirement. We will be going over a hypothetical client to illustrate how we use the 3-bucket strategy. The bucket strategy is having three distinct buckets for the investment portfolio that are going to help generate a consistent monthly paycheck over the course of retirement.
#3BucketStrategy #Retirement #RetirementPlanning
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These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass.
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3 Bucket Strategy
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3 bucket strategywealth managementretirement planningfinancial planningfinancial plannerfinancial plannerswealth advicewealth planninginvestment managementinvestmentsinvestingretirement planfinancial advicehigh-net worthwealth management firmfinancial serviceswealthfinancial planwealth planwealth advisor