Portfolio & 3-Bucket Retirement Coaching Session, One-on-One with Doug the Retirement Guy
The Portfolio & 3-Bucket Retirement Coaching Session is a private one-on-one session with Doug the Retirement Guy. Doug walks through your current portfolio with you and helps you understand how your investments may fit into a retirement income plan using the 3-Bucket System.
The 3-Bucket System:
- Foundation Bucket: designed to provide stability, liquidity and cash reserves for unexpected expenses and market downturns
- Growth Bucket: focused on long-term portfolio growth and helping your retirement assets keep pace with inflation
- Income Bucket: designed to generate the retirement paycheck you may need from dividends and investment distributions
During the session, we can review:
- Your current portfolio and account structure
- How your investments are currently allocated
- Your expected retirement income needs
- Your monthly or annual income gap
- How the 3-Bucket System works
- Foundation, Growth and Income allocation concepts
- Dividend and income-producing ETFs
- Portfolio diversification
- Reinvestment and rebalancing strategies
- Questions you have about retirement income investing
The goal is to help you leave with a clearer understanding of your portfolio and how a retirement paycheck strategy can be structured.
Before your session: after purchasing, you will receive instructions for scheduling your session. It helps to have:
- A list of your current investments
- Approximate account balances
- Your monthly living expenses
- Social Security, pension or other expected retirement income
- Any specific questions or concerns you would like to discuss
Important disclosure: This coaching session is provided for educational and informational purposes only. Doug the Retirement Guy does not provide individualized investment, tax, legal or financial planning advice and is not acting as your investment adviser or fiduciary. The discussion is intended to help you better understand retirement-income concepts, portfolio structure and investment strategies so you can make your own decisions or discuss them with a qualified financial, tax or legal professional.
Build the portfolio. Understand the income. Create your Retirement Paycheck.