Worry less. Plan more.



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.

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The Bucket Plan® Certified Advisors

Bucket Plan Certified (BPC) advisors are taught to use a set of planning tools that ensure a comprehensive holistic planning process for clients. The resulting Bucket Plan accounts for your unique income needs, time horizon, volatility tolerance, and tax situation for a personalized and product-neutral financial plan. The proven process ensures advisors ask the right questions and identify all necessary considerations to design a structured and comprehensive plan that supports the future you want now, soon and in the distant future.

Benefits of working with a Bucket Plan certified advisor:

• Ensures recommendations are made with your best interest in mind
• Receive a comprehensive and holistic financial plan
• Education on key concepts to ensure you can make informed decisions
• Confidence that your advisor is committed to ongoing professional education