{"product_id":"one-on-one-call-with-doug-the-retirement-guy","title":"Portfolio \u0026 3-Bucket Retirement Coaching Session One-on-One with Doug the Retirement Guy","description":"\u003ch1\u003e\u003cspan\u003ePortfolio \u0026amp; 3-Bucket Retirement Coaching Session\u003c\/span\u003e\u003c\/h1\u003e\n\u003ch3\u003e\u003cspan\u003eOne-on-One with Doug the Retirement Guy\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eHave questions about your retirement portfolio, income strategy, or how the \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003e3-Bucket System\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e could work for you?\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eIn this private one-on-one coaching session, Doug will walk through your current portfolio with you and help you better understand how your investments may fit into a retirement income plan.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eWe’ll discuss the \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003e3-Bucket System\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e and the purpose of each bucket:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cstrong\u003e\u003cspan\u003eFoundation Bucket\u003c\/span\u003e\u003c\/strong\u003e\u003cbr\u003e\u003cspan\u003eDesigned to provide stability, liquidity, and cash reserves for unexpected expenses and market downturns.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cstrong\u003e\u003cspan\u003eGrowth Bucket\u003c\/span\u003e\u003c\/strong\u003e\u003cbr\u003e\u003cspan\u003eFocused on long-term portfolio growth and helping your retirement assets keep pace with inflation.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cstrong\u003e\u003cspan\u003eIncome Bucket\u003c\/span\u003e\u003c\/strong\u003e\u003cbr\u003e\u003cspan\u003eDesigned to generate the retirement paycheck you may need from dividends and investment distributions.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eDuring the session, we can review:\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eYour current portfolio and account structure\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHow your investments are currently allocated\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eYour expected retirement income needs\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eYour monthly or annual income gap\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHow the 3-Bucket System works\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eFoundation, Growth, and Income allocation concepts\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDividend and income-producing ETFs\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003ePortfolio diversification\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eReinvestment and rebalancing strategies\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eQuestions you have about retirement income investing\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eThe goal is to help you leave the session with a \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eclearer understanding of your portfolio and how a retirement paycheck strategy can be structured.\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eBefore Your Session\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eAfter purchasing, you will receive instructions for scheduling your session.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eTo help us make the most of our time together, it is helpful to have:\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eA list of your current investments\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eApproximate account balances\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eYour monthly living expenses\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eSocial Security, pension, or other expected retirement income\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAny specific questions or concerns you would like to discuss\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cspan\u003eImportant Disclosure\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eThis coaching session is provided for \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eeducational and informational purposes only\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e. 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eThe 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eBuild the portfolio. Understand the income. Create your Retirement Paycheck.\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e","brand":"Doug the Retirement Guy","offers":[{"title":"Default Title","offer_id":54424122327356,"sku":null,"price":49.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0893\/6731\/4748\/files\/7dc92aba-7832-498f-8dcb-48eea7d8e305.png?v=1789912073","url":"https:\/\/mowtownusa.com\/products\/one-on-one-call-with-doug-the-retirement-guy","provider":"MowtownUSA","version":"1.0","type":"link"}