The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement
Named by U.S. News and World Report as a Top 10 Retirement Planning Book for 2023
AMAZON BEST SELLER IN WEALTH MANAGEMENT
AMAZON BEST SELLER IN RETIREMENT PLANNING
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 financial plan for his or her retirement years. The financial planning process outlined in this book — newly updated in 2023 — 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 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 L 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.
Customers say
Customers find the concept of the book to be good and simple. They also describe the book as an easy, quick read. Opinions differ on the details, with some finding them well explained, while others say they lack specifics and are short on details.
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