Bucket Strategy Spreadsheet template


#1

Hey @J.Money - not sure if you want us to put these as “new topics”, or file under “Resources Section/Reply”? Feel free to move if appropriate.

Here’s a Google spreadsheet I built to categorize your investments into “Buckets” for Retirement Income Planning (for full explanation, see my article on the topic here:

Spreadsheet Is Here:

https://docs.google.com/spreadsheets/d/1JXNt8cnVHNb0HZMfXGL-3t4m4vebPIwXtxT4g3VjvFw/edit?usp=sharing


#2

this is great!

resources is fine - thanks :slight_smile: