Executives & Retirees

The first bucket is made up from the things that you use, touch and enjoy during your lifetime and the assets that generate your lifestyle.  This is your “consumption” or your “lifestyle” bucket. It’s really important to over-stuff this bucket because you’ve worked really hard your whole life and you should never want for something.  

It is also really important to actively manage the assets within this bucket to ensure that these assets deliver what they were intended to deliver. Once your first bucket is completely full, this doesn’t mean that this can’t be improved upon.

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