Want to create an interactive transcript for this episode?
Podcast: The Investor Coaching Show with Paul Winkler
Episode: Income “Buckets” in Retirement = Sales “Buckets” for Your Advisor
Description: Paul invites Jim from the Goodlettsville office onto the show, and the two get into a conversation about strategies for paying yourself in retirement. Jim brings up a very popular pitch people hear as they near retirement: moving your money into short, medium, and long-term “buckets” that allow your income to be engaged in various levels of risk based on how long it will be before you need the money. While this sounds like a solid plan, it really becomes an opportunity to engage in more than one plan at a time, introduces new risk into your portfolio, and give...