005 – putting “buckets” to good use for retirement – with Trevor

Listen to this episode

Jurgen Rudolph chats with Trevor

Trevor developed into an advanced retirement specialist over many years.

On this podcast Trevor shares with us that risk is something you take in your business. Do you need it in your other investments or strategies? “Buckets” are built and filled by his “Financial SWAT Team.”

Medical professionals are a great example of a fit for Trevor’s “linkage” of investments. The individual pension plan the Teacher’s Pension Plan for the medical professional.

Education plans and the dilemma of giving too much versus not enough.

Take Away:

Generational planning and long term vision are the keys to Trevor’s success in advanced retirement planning.

About the author, Jurgen

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