The Bucket Plan

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.