The 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

🗓️ 15 August 2022

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

We talk a lot about the idea of asset allocation and the 3-bucket strategy - so what is it, and what's the best way to get started? We'll walk you through that question and more in today's Q&A episode! Watch more exclusive content only on YouTube! Visit our website - Get our FREE financial resources - Sign up for our Financial Order of Operations course - Get easy to understand answers to your financial questions Follow us on social media! -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.
0:06.8	Investing.
0:07.8	Taxing.
0:08.8	You've got financial questions.
0:10.4	He's got financial answers.
0:12.4	It's Brian Preston, the money guy.
0:15.7	Yeah, we've got some questions coming in.
0:17.1	We're going to start with Anthony out on YouTube.
0:20.0	He asks, what types of investments should go into each of your three buckets?
0:26.4	If you've been listening to the money guy show for any amount of time,
0:29.2	you might have heard the guys talking about the three tax buckets.
0:34.1	When you hit step seven-ish of the financial order of operations,
0:37.5	that's when they start talking about that.
0:39.0	So, what types of investments should go into each of your three tax buckets?
0:43.7	Mr. CFA, would you like to take this first?
0:45.6	Yeah, sure.
0:46.1	First, you have to acknowledge there are when it comes to building assets.
0:49.3	There are three distinct tax buckets that you ought to know about.
0:53.8	There are things that we're familiar with that grow tax deferred.
0:57.0	Most of us know this as like regular IRAs or maybe our 401k at work.
	...

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