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Dev Raga Personal Finance

340 what is the three bucket strategy?

Season 3
โ€ข

In today's episode Dev unpacks the three bucket retirement strategy, touching on:


๐Ÿ‘‰๐Ÿพ emergency savings and liquid assets

๐Ÿ‘‰๐Ÿฟ medium term holdings

๐Ÿ‘‰๐Ÿป longer term holdings with a bit more risk

๐Ÿ‘‰ 2 key factors to watch for

๐Ÿ‘‰๐Ÿผ rebalance rules

๐Ÿ‘‰๐Ÿฝ and the pros & cons


๐Ÿ“ Episode transcripts


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To get help, and to check out our online courses, resources and downloads (+ our disclaimers and warnings), click here.


Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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