Your Portfolio in Three Buckets

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I previously had a client who worked at a Fortune 100 company for 30 years and he eventually decided to step back, but he was still too young to hang it up forever. He wasn’t quite ready for retirement but didn’t want the day-to-day stress of the current position. This put him into what I call the “red zone” of retirement: that two, three, or five-year timeframe when you want to slow down but aren’t completely ready to stop. Many people struggle with this retirement zone, but there is a way to plan for today, tomorrow, and future retirement. It’s called bucketing.

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