Worry less. Plan more.

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 plan for his or her retirement years.

The financial planning 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 in retirement 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.

Advanced Praise for The Bucket Plan

How Does Your Current Plan Stack Up?


Are you confident that your existing financial plan will be able to meet your needs far into the future?

Ask yourself these questions:

  • Do my current allocations plan for and mitigate market risk, interest rate risk, and sequence of returns risk?
  • Do my current asset allocations consider the money cycle and the preservation phase?
  • Do I have a Soon bucket in place to meet my needs in the early stage of retirement?
  • Does my current plan proactively defuse tax time bombs?

If you’re like most retirees, your answers to these questions will be a resounding “no… not by a long shot.”

Now take a minute to assess your current financial health by filling out our Bucket Plan Scorecard.

This scorecard is a valuable tool that will help you pinpoint any specific areas of your financial life that need improvement as of today.

Download The Bucket Plan Scorecard!

What’s your result?

A score of less than 80 means you have some serious gaps that must be addressed. If that’s your situation, then you need to engage with a Bucket Plan planner to create your own customized plan, and you need to do it soon.