Podcasts Other Passive Wealth Strategy Show - Real Estate for Busy Pros How to Allocate Your Wealth with the Bucket Strategy, with Kyle Rudduck

How to Allocate Your Wealth with the Bucket Strategy, with Kyle Rudduck

Published: Sept. 17, 2020, 7 a.m.

b'Kyle Rudduck is a managing director at the Constellation Wealth Advisors and a fiduciary advisor with particular areas of expertise in constructing tax optimized investment strategies, asset protection, estate organization, and retirement planning.\\n\\nIn this episode, we will be talking about the portfolio optimization strategy. How high paid professionals should be thinking about the way they organize their wealth, and the "Bucket Strategy" of wealth distribution optimization and why you would want to allocate your wealth on the right buckets.\\n\\n\\nYou can connect with Kyle on LinkedIn @kyle-rudduck. Visit their website https://constellation-wealth.com/ for more information.\\n\\nLeave a 5-star review if you like this episode'