Legacy Retirement Group

In this clip, Greg explains why retirement planning should be built with purpose. Different parts of your money may need to serve different roles — liquidity, income, growth, protection, and long-term planning.

That is why we often talk about the three-bucket approach: organizing your money by purpose so your retirement plan is not dependent on one single account, product, or strategy.

A comprehensive retirement plan should consider how your assets work together based on your income needs, risk tolerance, tax situation, and long-term goals.