Class Booklets
Searching for Safety in an Uncertain World
The "safety bucket" idea: sort money by when you'll need it. Money needed in the next 5–10 years stays protected from market swings; money not needed for 10+ years can stay invested.
Chapter 3 of 12
Eighteen thousand dollars gone in four days, and a neighbour two doors down who slept fine through it. The safety bucket: sorting money by when you will need it, so the money you need in the next ten years is never the money at risk.
Everything that goes with this chapter, yours to keep.
Download the workbook to start the class.
Class Booklets
The "safety bucket" idea: sort money by when you'll need it. Money needed in the next 5–10 years stays protected from market swings; money not needed for 10+ years can stay invested.