Bucket Strategy Spreadsheet template


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:



this is great!

resources is fine - thanks :slight_smile: