A Bucket Approach in Practice

Financial planner Roger Wohlner describes his bucketing strategy for clients' near-, intermediate-, and long-term needs.

Christine Benz

Jun 21, 2013

Christine Benz: I'm Christine Benz for Morningstar.com.

The bucket approach to retirement planning is an increasingly popular strategy. Joining me to discuss it is Roger Wohlner; he is a financial planner at Asset Strategy Consultants in Arlington Heights, Ill.

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