Jason L Smith regularly speaks at industry conferences and to consumer groups on a wide variety of topics pertaining to financial planning and business operations. He also provides interactive training for advisors and institutions on planning processes, product and portfolio selection and strategies for building a holistic business. For more information about having Jason speak at your next event or train your group of advisors, please call (888) 240.1923 or complete the form below for more information.
The 4% rule and its corollaries help ensure that your money will last through a 30-year retirement. The bucket system is extra insurance to help make sure you have enough until you kick the bucket. Read Full Article
Author of The Bucket Plan, Jason L Smith illustrates how severely negative returns at the beginning or at the very end of a 10-year horizon impacts investors. Read Full Article
Jason L Smith discusses The Bucket Plan approach and how it can help you budget and move your finances forward in 2018. Watch
Author of “The Bucket Plan,” Jason L Smith finds that the happiest retirees stay productive. Whether they work part-time or volunteer in their community, they keep expanding their social connections rather than toggle between tracking their budget and watching television. Read Full Article
The bucket method categorizes retirement savings based on when you’ll need to tap those holdings. Read Full Article