Artwork

Content provided by Alec Kelso and The Real Money Pros. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alec Kelso and The Real Money Pros or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

The Bucket Strategy: Our Retirement Planning Guide (Jeremiah’s Take)

41:31
 
Share
 

Manage episode 489262775 series 3083349
Content provided by Alec Kelso and The Real Money Pros. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alec Kelso and The Real Money Pros or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this second part of our two-part show, Jeremiah Bates takes the mic to share his perspective on one of our most powerful retirement planning tools: the bucket strategy. Building on Brian's introduction in Hour 1, Jeremiah breaks down the logic, math, and mindset behind organizing your assets into three core buckets—short-term liquidity, income, and long-term growth.

Using real client examples, including one who retired just before the COVID crash, Jeremiah explains how the bucket plan can protect your retirement income, reduce emotional investing mistakes, and help you weather market downturns with confidence. He outlines how each bucket functions, what types of investments belong in them, and why timeline-driven planning is essential for lasting financial peace of mind.

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Host:

Jeremiah Bates

—————————————————————

SPONSORS:

Guild Mortgage:

https://guildmortgage.com

Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Formations:

https://get.formationscorp.com/real-money-pros

—————————————————————

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 489262775 series 3083349
Content provided by Alec Kelso and The Real Money Pros. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alec Kelso and The Real Money Pros or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this second part of our two-part show, Jeremiah Bates takes the mic to share his perspective on one of our most powerful retirement planning tools: the bucket strategy. Building on Brian's introduction in Hour 1, Jeremiah breaks down the logic, math, and mindset behind organizing your assets into three core buckets—short-term liquidity, income, and long-term growth.

Using real client examples, including one who retired just before the COVID crash, Jeremiah explains how the bucket plan can protect your retirement income, reduce emotional investing mistakes, and help you weather market downturns with confidence. He outlines how each bucket functions, what types of investments belong in them, and why timeline-driven planning is essential for lasting financial peace of mind.

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Host:

Jeremiah Bates

—————————————————————

SPONSORS:

Guild Mortgage:

https://guildmortgage.com

Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Formations:

https://get.formationscorp.com/real-money-pros

—————————————————————

  continue reading

100 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play