What is the most effective way to invest money for your personal and unique goals while factoring in your comfort with risk?  On this podcast, we discuss how the Money Bucket concept provides a simple and excellent framework to determining how to structure your investment portfolio making your financial life less complex.

Author

  • The GreenUp Wealth Management Team

    Real advice, real people, and years of experience helping both pre-retirees and retirees pursue their dreams and grow their wealth for a comfortable retirement and fulfilling legacy. Working with GreenUp means getting conflict free advice from advisors who care. The GreenUp team has years of experience helping people pursue their goals and grow their wealth. We will create a financial guide for your life so that your wealth works for you. To learn more, or to get a complimentary portfolio/retirement plan/financial plan review, schedule time to meet with us below.

    View all posts