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Ep. 50: Setting Up Your Retirement Plan One ‘Bucket’ at a Time | Asset Allocation

Wealth can be compared to maintaining multiple buckets: savings, income, and growth. It is what you do with those buckets that count. Taking inspiration from Dave Ramsey’s “spread it out” method, our special guest, Josh Manwaring, a Fiduciary at Trek Financial, goes into detail about what asset allocation means and how to apply it in your life to prepare for the future.
To learn more about how to spread out your funds, contact Josh Manwaring at (480)-234-0728. Or visit their site: trekfinancial.com