May 9, 2022 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for May 9, 2022 

This Weeks Podcast –The Retirement Bucket Strategy-

Have you given thought to how you’d like to structure your retirement plan? How about a strategy that ensures you have both income and growth in retirement?

The bucket strategy is a simple strategy that will give you peace of mind through your retirement. The goal for your retirement should be to have access to money, an income stream, and growth on your money.

  

 

This Weeks Blog –The Retirement Bucket Strategy–

Structuring your retirement plan is key if you want to secure your retirement. If you’re younger and still earning a healthy income, your goal is likely to have more risk. However, if you’ve been retirement planning and are just a few years away from finally reaching your milestone, your plan’s structure will be different.