The Bucket Plan®

Protecting and Growing Your Assets for a Worry-Free Retirement

By: Jason L Smith

Narrated by: Charles Constant

Worry less. Plan more.

Do you want a secure retirement, free from worry, stress, and confusion? The Bucket Plan® is a must-hear book for anyone serious about creating a practical and sensible financial 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.

Listeners 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 listeners 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.

PLEASE NOTE: When you purchase this title, the accompanying PDF will be available in your Audible Library along with the audio.

©2023 Jason L Smith (P)2023 Greenleaf Book Group

Thought Provoking

Excellent walk through of how to present the bucket plan. Even though I am a CPA, I learned a lot. I enjoyed it.

Good Starter

Good basic starter planning guide but the PDF files are not available as stated in the description.

Excellent and crucial system for retirees

The book outlines a very sensible system for planning and managing the retirement nest egg. It addresses so many issues and concerns with how traditional planners handle this job, that it's jaw dropping. The book is short but practical. You are likely to need an expert advisor following this system to help with the planning, but at least you'll know what's needed and be able to get the right advise.

Jerry and Irene

t was a slog getting through the author's insistence on bringing Jerry and Irene into the story. Financial advice is best delivered without characters and character development.