Time Segmentation

On today’s episode, Alex and Wade are joined by Rob Cordeau, CFP, RICP, ChFC, who is the Managing Director of Wealth Management at McLean Asset Management. He shares insights into

Critics of Time Segmentation and bucketing have questioned whether there is any there, there. A big part of this relates to how Time Segmentation methods decide when to re-fill the

In today’s episode, Wade and Alex begin their arc on Time Segmentation (i.e., Bucketing) as part of a viable retirement income strategy within the RISA® framework. To start off, we