Episode 57 - Part 2 of 2: Navigating Market Volatility Using The Buckets of Money Approach

20:40

Todd Pisarczyk


In Part 2 of our market volatility series, we’re shifting the focus to investors who are nearing or already in retirement. Todd walks through what we call the Buckets of Money approach—a practical framework we use at Momentous Wealth to help clients maintain a long-term perspective, even when it feels like time horizons are shrinking.

When markets are unpredictable, it’s easy to lose sight of the bigger picture. This episode breaks down how segmenting your assets into strategic “buckets” can provide clarity, reduce emotional decision-making, and ensure your retirement plan stays on track—regardless of short-term market noise.

If you’re thinking about how to invest more intentionally as you approach retirement, this one’s for you.


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Episode 58 - Why You Need a Plan for Long-Term Care (Featuring Special Guest Nathan Sanow)

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Episode 56 - Part 1 of 2: Navigating Market Volatility