Investing on the way up the mountain is fairly straightforward. We set our portfolio asset allocation and we simply add money to the portfolio over months, years, and decades.

But now, you’ve retired and you may be wondering - how to I set this portfolio up for withdrawals?

In this video, I am going to walk you through my super-simple 2 bucket system for investment portfolio withdrawals. Be warned - this is quite different than the elaborate bucket systems that you may have heard about in the past.

I am going to explain how the buckets are set up and how you need to maintain them on an ongoing basis to make sure that your portfolio and your income lasts as long as you do.