The PrairieFire Podcast
The PrairieFire Podcast is designed to explore the financial and emotional issues of life's second half. From paying for college to dealing with aging parents, empty nesting, navigating careers, dealing with taxes, and getting ready for retirement, we share experiences, ideas, and a platform to celebrate what we believe is one of the most exciting periods of your life.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member. SIPC. Advisory services offered through Sanctuary Advisor, LLC., an SEC Registered Investment Advisor. PrairieFire Wealth Planning is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
The PrairieFire Podcast
#4 - The 3 Buckets
Are you curious about the “three buckets of money” strategy? Join Matt Meline as he demystifies this approach in our latest episode. Imagine having three buckets: one for emergencies, another for middle lifestyle goals, and a third for long-term growth. Matt breaks down the benefits – from risk management to effective goal achievement. And don’t worry, he’ll spill the beans on mixing investments (think stocks and bonds) to create a sturdy financial portfolio. Tune in and unlock the secrets to securing your prosperous future!
Episode highlights:
(1:30) Three buckets of money framework
(4:54) The safety bucket
(7:02) The middle lifestyle bucket
(10:26) The aspirational long-term bucket
(12:39) Dangers
(13:38) Importance of personalized investment strategies
(15:35) Outro and disclaimer
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I’d love to hear from you; here are some ways to connect:
Web: https://www.prairiefirewealth.com/
Email: info@pfwplanning.com
Get a copy of my book: Empty Nest, Full Pockets: How to Emotionally and Financially Prepare for Your Family’s Future at https://amzn.to/3PovUWM
