Build Wealth With the 3 Bucket Strategy! (By Age) 2024 Edition
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 1 March 2024
⏱️ 49 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Buckle in we got a big one three bucket strategy by age |
| 0:07.0 | run I am so excited about this because we get questions all the time. |
| 0:15.0 | You know, we love talking about the three buckets, but you guys have told us, |
| 0:19.0 | I want to know more. Tell me more about how I should think about them and does it change? |
| 0:23.5 | Like I know what the end is supposed to be, like I know that at the end of my journey I should have |
| 0:27.7 | there's three buckets, but what do I do when I'm on the journey? |
| 0:30.3 | How do I think about these buckets as I'm building towards |
| 0:32.7 | financial independence? Yeah well things change. I mean when we talk about the |
| 0:36.3 | three buckets of course we're talking about your tax-free buckets we're talking |
| 0:40.3 | about your Roth accounts tax-deferred that's your Roth accounts, tax-deferred, that's your retirement accounts, and then |
| 0:45.1 | we've got your after-tax or your taxable brokerage accounts. |
| 0:48.5 | All these things serve important parts of your financial life. |
| 0:52.8 | We want to help you maximize it |
| 0:54.2 | and then think about it each decade of your life. |
| 0:56.2 | And we think that it's so important. |
| 0:57.7 | We actually put this front and center |
| 0:59.2 | on the dashboard of our net worth tool. |
| 1:00.8 | If you're not at a chance to check it out go to learn. |
| 1:03.3 | Money Guy.com and you can get your own version of our net worth tool but right |
| 1:07.1 | there on the dashboard every year as you're tracking your net worth we're |
| 1:12.4 | going to show you what's happening in each of your |
| 1:14.0 | bucket. So you can say, oh man, I don't have enough in this bucket. I don't have enough in |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

