3-Bucket Strategy Explained!

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Investing, Business

4.7 • 3.1K Ratings

🗓️ 1 November 2021

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

When we talk about asset allocation, what exactly is the 3-Bucket Strategy and how do you best utilize it? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial Order of Operations course Let’s make sure you’re on the path to financial success - then help you stay there! The Money Guy Show takes the edge off of personal finance. We’re financial advisors that believe anyone can be wealthy! First, LEARN smart financial principles. Next, APPLY those principles! Then watch your finances GROW! Visit our site for more info. Instagram Twitter Facebook TikTok Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's Brian Preston, the money guy.
0:02.9	Restoring order to your financial chaos.
0:05.9	Retirement, investing, taxes.
0:08.7	You've got financial questions.
0:10.4	He's got financial answers.
0:12.3	It's Brian Preston, the money guy.
0:16.3	All right, this next question is from...
0:18.8	I don't think this is a given name.
0:20.3	Can't be positive.
0:21.3	But it's Gimmie Bananas.
0:23.6	So Gimmie asked this question.
0:27.1	Or maybe it's Jimmy.
0:28.1	I don't know. There's it starts with the G.
0:29.6	Jimmy Bananas.
0:30.8	I'm 39 and the wife is 41.
0:34.4	We are doing the three bucket strategy
0:37.2	and have 309,000 in Roth,
0:40.4	807,000 in 401Ks in IRAs,
0:44.2	and 22,000 in a brokerage count after tax account.
0:48.3	What bucket should I put bonds and growth stocks into?
0:53.2	So I think Gimmie's question is actually around
0:55.4	like asset location, which we can speak to.
	...

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