Informed Decisions Independent Financial Planning & Money Podcast cover image

The Jason Parker Interview #254

Informed Decisions Independent Financial Planning & Money Podcast

00:00

The Book of Strategy

The book of strategy, it's an interesting one we mentioned Fritz Gilbert. Fritz is a big booker fan, if we can call him that. In your own dealings with clients individually, is the book of strategy something that people are keen to implement with you when you're advised clients or what's the uptake generally like for that? A couple of things on buckets. I would say buckets are a great way at the start of retirement to deal with sequence of return risk. It doesn't have to be buckets forever.

Play episode from 36:11
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app