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bucket talk by austin smith

Bucket #3: Retirement Planning

Bucket number 3 is money for retirement. This is a bucket we all hope to get started on as soon as possible. Getting started with bucket number 3 at an earlier age allows us to invest more aggressively in order to take maximum advantage of our...

Bucket #2: Strategic Planning

Bucket number two is used for intermediate term goals. Intermediate term goals are different and unique, depending on your specific needs. Younger professionals my have an intermediate term goal of buying their first home, while others may be...

Bucket #1: Savings

Money we have in bucket number one is for rather near term financial goals. Because of the short horizon to these goals, they should be invested in a safe manner. An example for shorter term goal would be planning a big overseas trip, or maybe...

Your Money From a Different Perspective

This is the first article in a multi part series centered around a different (and hopefully easier) way to think about your financial goals from an overview perspective. When thinking about our financial goals, it is often much easier to think...