Earlier this month, my article The 60/40 Portfolio vs. The Bucket Strategy compared the two approaches since my retirement and generated a LOT of discussion. The Bucket Strategy outperformed by $241k, […]
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Tag: investments
The 60/40 Portfolio vs. The Bucket Strategy
When I retired in 2018, I implemented the Bucket Strategy. What would have happened if I had used the 60/40 Portfolio instead? I decided to find out. For today’s post, […]
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How To Refill Your Buckets in Retirement
In January, I was honored to speak about The Bucket Strategy at a CampFI event in Florida. Today, I’ll be sharing a portion of my presentation on “How To Refill […]
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The Case for an All-Weather Approach
Like many teenage girls, I had my high school bedroom walls covered in posters. Actor Rob Lowe took center stage, with a bit of Matt Dillon sprinkled in. (Ladies of […]
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I Want to Believe in Unicorns
I want to believe in Unicorns, but their magic is too good to be true. The same could be said of many investments. I speak from experience, and today I’m […]
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Why My Airbnb Lost Money…and Still Felt Like a Win
I moved to Arizona on August 1, 2001, and spent the next four years working with various CPA firms across the Phoenix and Scottsdale area. At one of those firms, […]
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10 Steps To Prepare Your Finances For Retirement
After years of saving during your working years, what changes should you make to prepare your finances for retirement? When your paycheck stops, you’ll depend on your portfolio to fund […]
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Why I Write A “Love Letter” Every Year (and you should, too)
None of us want to die. All of us will. In preparation for that inevitability, I write an annual “Love Letter” to my wife. In the event of my passing, […]
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The Golden Age of Roth Conversions
Do you want to avoid future regrets? I’m no prophet, but I suspect I know a regret that many Baby Boomers will have in the coming decades. That regret? Their […]
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Why I Sold Our Target Date Retirement Funds
If you’ve been saving for retirement, you’re likely familiar with target date retirement funds. These funds allow you to choose your expected retirement year (e.g., 2025) and they automatically rebalance […]
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