
Harold Evensky's Mastermind: Conquer Retirement Withdrawals with the Two-Bucket Strategy!
12/22/23 • 13 min
In this episode of "The Retirement Guide" with George Jameson, CFP®, MBA of Capital Wealth Group, listeners are treated to an in-depth exploration of the time-tested and straightforward Two-Bucket Strategy for retirement planning. Host George Jameson simplifies the complex world of retirement income by introducing the original two-bucket system developed by financial guru Harold Evensky in 1985. With a focus on simplicity and effectiveness, this strategy aims to protect retirees from market panics and ensure a steady stream of income without the need for complicated withdrawal plans.
Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.
Thank you for tuning in to this episode of The Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.
This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor.
Let's Connect!
Visit our Website: Capital Wealth Group
Please Subscribe: To our Newsletter/PodcastSchedule a Free Introductory Call Today! (30min)
Capital Wealth Group is a Flat Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide.
Any Questions or Topic Ideas? Send me an email at [email protected]
In this episode of "The Retirement Guide" with George Jameson, CFP®, MBA of Capital Wealth Group, listeners are treated to an in-depth exploration of the time-tested and straightforward Two-Bucket Strategy for retirement planning. Host George Jameson simplifies the complex world of retirement income by introducing the original two-bucket system developed by financial guru Harold Evensky in 1985. With a focus on simplicity and effectiveness, this strategy aims to protect retirees from market panics and ensure a steady stream of income without the need for complicated withdrawal plans.
Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.
Thank you for tuning in to this episode of The Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.
This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor.
Let's Connect!
Visit our Website: Capital Wealth Group
Please Subscribe: To our Newsletter/PodcastSchedule a Free Introductory Call Today! (30min)
Capital Wealth Group is a Flat Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide.
Any Questions or Topic Ideas? Send me an email at [email protected]
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Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.
Thank you for tuning in to this episode of The Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.
This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor.
Let's Connect!
Visit our Website: Capital Wealth Group
Please Subscribe: To our Newsletter/PodcastSchedule a Free Introductory Call Today! (30min)
Capital Wealth Group is a Flat Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide.
Any Questions or Topic Ideas? Send me an email at [email protected]
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Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.
Thank you for tuning in to this episode of The Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.
This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor.
Let's Connect!
Visit our Website: Capital Wealth Group
Please Subscribe: To our Newsletter/PodcastSchedule a Free Introductory Call Today! (30min)
Capital Wealth Group is a Flat Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide.
Any Questions or Topic Ideas? Send me an email at [email protected]
Retirement Insights with Capital Wealth Group - Harold Evensky's Mastermind: Conquer Retirement Withdrawals with the Two-Bucket Strategy!
Transcript
Harold Evensky's Mastermind:
Conquer Retirement Withdrawals with the Two-Bucket Strategy!
Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.
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