The Bucket Plan®
Protecting and Growing Your Assets for a Worry-Free Retirement
by Jason L Smith
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Pub Date Aug 29 2017 | Archive Date Aug 29 2017
Greenleaf Book Group | Greenleaf Book Group Press
Description
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.
Advance Praise
“Aging well involves paying attention to our lifestyle and all the factors that can potentially impact it. Our financial well-being is definitely one of those factors. Jason Smith’s The Bucket Plan provides the right questions to ask and considerations needed to design a structured and comprehensive plan that will allow you to pursue a life of being all you can be.”
—Roger Landry, MD, MPH, award-winning author of Live Long, Die Short: A Guide to Authentic Health and Successful Aging
“Jason Smith’s The Bucket Plan does a great job of distilling a wealth of sophisticated retirement planning wisdom into a simple story that anyone can understand. Read this, and let Jason open your eyes to the advantages of ‘bucketing’ your money to achieve the most successful financial plan to support the future you want, now, soon, and in the distant future.”
—Dan Sullivan, founder, The Strategic Coach, Inc.
“The Bucket Plan is an easy to read, thought-provoking book that takes the reader on a journey that many of us wish we could travel. Jason Smith uses his creative genius to tell the story of a process that simplifies the often complex world of personal finance. In doing so, he demonstrates the peace of mind and understanding of our financial concerns that Americans approaching or in retirement long to achieve.”
—John Gilliam, Ph.D., MBA, CFP®, CLU®, department of personal financial planning, Texas Tech University
“Jason Smith’s book is one of the best in the business. The Bucket Plan® planning process is absolutely the best way to serve your clients and motivate them to implement. Jason’s insights and processes are far and away above all others.”
—Kerry Johnson, Ph.D., MBA, best-selling author, speaker & coach
Available Editions
| EDITION | Other Format |
| ISBN | 9781626344600 |
| PRICE | $22.95 (USD) |
