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The Chris Berry ShowAuthor: Christopher J. Berry
Christopher Berry discusses the best Legal, Financial and Tax Planning advice for the second half of life. Join Christopher for new episodes every week. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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078 Retirement Income Planning Using the "Bucket Plan" Concept
Episode 78
Tuesday, 27 April, 2021
There are two key ingredients that are viewed as really the foundation of moving into retirement and beyond. These two, pieces to the foundation are creating the legal entity, the legal structure. That's estate plan, the will, the trust and then the second piece of it, and this is really what gives people a lot of peace of mind as it relates to moving into retirement is creating that income plan. Join Chris Berry in this episode where he shares the retirement income planning using the "Bucket Plan" concept. In this episode, you'll learn... - Chris’ positive focus for the week - My book on building that retirement and legacy plan - Creating a clear retirement legacy blueprint - Income planning as a foundation - Accumulating money and saving to retirement - The Bucket Plan - Sequence of return and risk - Structuring the income plan - Distribution and preservation phase - Organizing your assets - Widow's Penalty - Structuring retirement in terms of time horizon - Money over the next 10 years - Interest Rate Risk - 60/40 Investment Links and Resources: - castlewealthlegal.com - RetirementPlanWebinar.com - AlzElderCare.com - castlewealthgroup.com - TheChrisBerryShow.com - Michiganestateplanning.com Follow us on Social Media: - Twitter - Facebook - LinkedIn - YouTube
