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Income Bucket Planning

Income Bucket Planning

Released Tuesday, 16th November 2021
Good episode? Give it some love!
Income Bucket Planning

Income Bucket Planning

Income Bucket Planning

Income Bucket Planning

Tuesday, 16th November 2021
Good episode? Give it some love!
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CFG Retirement Website: https://cfgretirement.com/

CFG Retirement Phone Number: 952-657-7470

Vince Oldre email: vince@cfgretirement.com

When planning for your future, it's often helpful to think about three buckets for your money - Now, Soon, and Later.  Today, Vince and Jag break down how to delegate your assets into these various buckets to optimize your financial future and retirement.

Now Bucket:

  • Emergency Fund
  • Planned expenses next couple years: cars, weddings, home repairs, etc
  • Retirement income (if about to retire)

Soon Bucket:

  • Money you can access penalty free in next few years if you need money beyond your now bucket, also protect against inflation

Later Bucket:

  • Long Term Growth and Legacy planning
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