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Money Guy Show

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

4.73.1K Ratings

🗓️ 15 August 2022

⏱️ 28 minutes

🧾️ 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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