The Bucket Planning Strategy: Your Key to a Reliable Retirement Plan

How can you do more of what you enjoy in retirement? Start by creating a plan.

Watch a free clip from the "Retirement Ready: Building Your Financial Plan" online course! Learn the basics of the bucket planning strategy from Matt Perrone, Lead Financial Planner at TRS.

Bucket planning is the method we use to show our clients how much money they can spend every month of every year until they reach age 100. This is the key strategy that could help you leave your retirement worries behind, and instead, focus on enjoying the retirement you've worked so hard to have.

To learn more about how this process works, be sure to enroll in the full self-paced course, "Retirement Ready: Building Your Financial Plan."

As always, you can schedule your consultation with a TRS financial planner, who can help you start building a retirement income plan of your own.