33: How to Manage Risk & Income in Retirement: Bucketing Strategy Explained

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Retire Well with Wealth of Advice

Wealth of Advice

44 episodes

2 days ago

An educational podcast which focuses on helping you Retire Well, brought to you by Financial Planners at Wealth of Advice. We'll chat about our own experiences with clients, how we helped with their retirement journey and what you need to know to make sure you can Retire Well. Insights on pensions, investments, retirement plans and more, Retire Well hopes to make your retirement dreams a reality. Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909.

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33: How to Manage Risk & Income in Retirement: Bucketing Strategy Explained

Retire Well with Wealth of Advice

35 minutes 7 seconds

2 months ago

33: How to Manage Risk & Income in Retirement: Bucketing Strategy Explained

Are you approaching retirement and wondering how to structure your income and investments? In this episode of Retire Well, Matthew and Joe dive deep into the retirement bucketing strategy; a powerful method to manage investment risk, sequencing risk, and ensure stable income throughout retirement.✅ Learn how to:- Build short-term, medium-term, and long-term investment buckets- Protect your retirement income from market volatility- Balance psychological comfort with financial efficiency- Use pensions, ISAs, annuities, and cash reserves effectively- Avoid common mistakes and make confident financial decisionsWhether you're newly retired or planning ahead, this episode offers practical advice and real client examples to help you retire with confidence.📩 Got questions? Drop them in the comments or email us at retirewell@wealthadvice.co.uk🔔 Subscribe for weekly episodes on retirement planning, pensions, and financial wellbeing.--TALK TO USCall us: 0191 384 1008Email us: retirewell@wealthofadvice.co.ukWebsite: www.wealthofadvice.co.uk--SUBSCRIBE TO OUR NEWSLETTERhttps://www.wealthofadvice.co.uk/newsletter-sign-up---Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.