The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement
About this ebook
Do you want a secure retirement, free from worry, stress, and confusion? The Bucket Plan® is a must-read book for anyone serious about creating a practical and sensible financial plan for his or her retirement years. The financialplanning process outlined in this book is based on a three-bucket philosophy of strategically positioning assets to plan for and mitigate the risks and dangers that can occur in retirement.
Readers will learn:
• The three biggest dangers for your financial future and how The Bucket Plan helps protect from them
• A formula for calculating whether you will have an income deficit and, if so, how much money is needed to prevent it
• A surefire way to avoid taking on too much investment risk on money you may need in the near future
• Much, much more
When readers strategically allocate their money using Jason Smith’s three-bucket philosophy, they can create a plan that mitigates risk and offers an opportunity for growth into the future, allowing them to feel more secure about retirement.
About the author
Jason L Smith is a successful speaker, financial planner, author, coach, and entrepreneur. Following in his father’s footsteps as a second-generation advisor, he founded his financial services practice, The JL Smith Group, in 1995 to provide clients with holistic financial planning services that align investments, insurance, taxes, and estate planning into one comprehensive, coordinated plan.
With the overriding goal of improving the lives of American families through holistic financial planning, Jason utilizes his experiences as a highly accomplished advisor to train other advisors through live training events, monthly coaching calls, and study groups. To better fulfill this mission, he founded Clarity 2 Prosperity Mastermind Group, a professional network of leading financial advisors nationwide, and Prosperity Capital Advisors, an SEC-registered investment advisory firm.
Jason is an Investment Advisor Representative and a Certified Estate Planner (CEP), and he holds his Certification for Long-Term Care Planning (CLTC). He is a member of Ed Slott’s Master Elite IRA Advisor Group, an exclusive and influential organization of financial professionals who are committed to the study and mastery of IRA planning.
