The Bucket Strategy: A Smarter Way to Plan Retirement Income | Mind Your Money

The Bucket Strategy: A Smarter Way to Plan Retirement Income | Mind Your Money

July 17, 2026 – Jerry and Christi discuss one of the most important—and often overlooked—aspects of retirement planning: creating a reliable income strategy. They introduce their "Bucket Strategy," a simple way to visualize how different investments work together to generate retirement income while helping manage market volatility. They explain how rebalancing can keep a portfolio aligned over time, why cash, bonds, stocks, annuities, and alternative investments each serve a different purpose, and how a disciplined approach can help retirees avoid selling investments at the worst possible time. Whether you're years away from retirement or already living off your portfolio, this episode offers practical insights into building a retirement income plan designed to adapt through every stage of life.

Why Diversification Matters More Than Picking the Perfect Stock | Mind Your Money

June 26, 2026 - Jerry and Christi discuss one of the most important principles in investing: diversification. They break down the differences between stocks and bonds, explain asset allocation in simple terms, and discuss why building a balanced portfolio is often more important than finding the next hot stock. They also explore how risk and return are connected, why investors are often tempted to chase the latest investment trend, and how diversification can help smooth out the ups and downs of the market over time. Plus, they explain the famous "stained glass window" approach to investing and why spreading your investments across different asset classes can help keep your long-term financial plan on track.

How to Handle Market Volatility Without Panicking | Mind Your Money

May 21, 2026 - Jerry and Christi discuss market volatility, why it happens, and how investors can stay calm during uncertain times. They break down the difference between volatility and risk, explain how news, global events, earnings reports, and investor emotions impact the market, and share historical examples showing how markets have recovered from major downturns. Plus, they discuss why trying to time the market can hurt long-term returns and why having a plan — and sticking to it — is one of the most important investing habits you can develop.

Financial Basics Without the Jargon | Mind Your Money

May 11, 2026 - Jerry and Christi introduce the brand-new Mind Your Money podcast and share the personal stories that shaped their passion for helping people feel more confident about finances. They discuss why financial planning should feel approachable, the misconceptions people have about money, lessons they've learned over decades advising clients, and practical habits like budgeting, investing consistently, and building financial confidence at any stage of life. Plus, they preview next episode's conversation on market volatility and today's economic uncertainty.