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:
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.
Are you confident that your existing financial plan will be able to meet your needs far into the future?
Ask yourself these questions:
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.
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.