The Three-Bucket Strategy for Retirement Planning with Pete Belcastro (Ep. 37)
Is your financial plan secure enough to last until retirement? How could dividing your income into separate groups help ensure your retirement income will last?
Check out this episode as Josh Leonard and Pete Belcastro from the Leonard Advisory team explore the essential elements of retirement preparation. They delve into the “three baskets” strategy, which includes the cash, income, and growth categories. Emphasizing the necessity of an emergency reserve, they discuss allocating funds for predictable costs through secure investments and the importance of long-term growth strategies to manage significant future expenses such as healthcare.
Josh and Pete discuss:
- Why is comprehensive retirement planning important
- What are the three baskets in retirement planning
- How do stable investments ensure a steady income stream during retirement
- What role do different financial buckets play in providing insulation and protection for retirement savings
- And more
Resources:
- Schedule a meeting with the team
- In Retirement, Put Your Eggs in These Three Baskets by Pete Belcastro
Connect with Josh Leonard:
- jleonard@leonardadvisorygroup.com
- LinkedIn: Josh Leonard
- Leonard Advisory Group
- 412-998-PLAN
- YouTube: Leonard Advisory Group
- Facebook: Leonard Advisory Group
Connect with Pete Belcastro:
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