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Jason L Smith

The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement Hardcover – August 29, 2017

by Jason L Smith (Author)

52 ratings

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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 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 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.

Print length

160 pages
Language

English
Publisher

Greenleaf Book Group Press
Publication date

August 29, 2017
Dimensions

5.8 x 0.7 x 8.7 inches
ISBN-10

1626344604
ISBN-13

978-1626344600
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Editorial Reviews

Review

''Jason Smith's The Bucket Plan does a great job of distilling a wealth of sophisticated retirement planning wisdom into a simple story that anyone can understand. Read this, and let Jason open your eyes to the advantages of 'bucketing' your money to achieve the most successful financial plan to support the future you want now, soon, and in the distant future.''
--Dan Sullivan, Founder of The Strategic Coach, Inc.

''The Bucket Plan is an easy to read, thought-provoking book that takes the reader on a journey that many of us wish we could travel. Jason Smith uses his creative genius to tell the story of a process that simplifies the often complex world of personal finance. In doing so, he demonstrates the peace of mind and understanding of our financial concerns that Americans approaching or in retirement long to achieve.''
--John Gilliam, Ph.D., MBA, CFP®, CLU® Texas Tech University, Department of personal financial planning

''Aging well involves paying attention to our lifestyle and all the factors that can potentially impact it. Our financial well-being is definitely one of those factors. Jason Smith's The Bucket Plan provides the right questions to ask and considerations needed to design a structured and comprehensive plan that will allow you to pursue a life of being all you can be.''
--Dr. Roger Landry, award-winning author of Live Long, Die Short: A Guide to Authentic Health and Successful Aging

''Jason Smith's book is one of the best in the business. The Bucket Plan® planning process is absolutely the best way to serve your clients and motivate them to implement. Jason's insights and processes are far and away above all others.''
--Kerry Johnson, MBA, Ph.D. Best-selling author, speaker & coach

''This book is both encouraging and motivating, so much so that you'll want to get to the end of the Jerry and Irene story so that you can implement this immediately with your financial advisor. You won't want to put it off for another minute.''
--Ed Slott, America's IRA Expert

About the Author

Jason L Smith is a successful speaker, financial planner, author, coach, and entrepreneur. Following in his father's footsteps as a second-generation advisor, he founded his financial services practice, The JL Smith Group, in 1995 to provide clients with holistic financial planning services that align investments, insurance, taxes, and estate planning into one comprehensive, coordinated plan.
With the overriding goal of improving the lives of American families through holistic financial planning, Jason utilizes his experiences as a highly accomplished advisor to train other advisors through live training events, monthly coaching calls, and study groups. To better fulfill this mission, he founded Clarity 2 Prosperity Mastermind Group, a professional network of leading financial advisors nationwide, and Prosperity Capital Advisors, an SEC-registered investment advisory firm.
Jason is an Investment Advisor Representative and a Certified Estate Planner (CEP), and he holds his Certification for Long-Term Care Planning (CLTC). He is a member of Ed Slott's Master Elite IRA Advisor Group, an exclusive and influential organization of financial professionals who are committed to the study and mastery of IRA planning.

Product details

Publisher : Greenleaf Book Group Press (August 29, 2017)
Language : English
Hardcover : 160 pages
ISBN-10 : 1626344604
ISBN-13 : 978-1626344600
Item Weight : 11.4 ounces
Dimensions : 5.8 x 0.7 x 8.7 inches

Best Sellers Rank: #206,015 in Books (See Top 100 in Books)
- #220 in Wealth Management (Books)
- #354 in Retirement Planning (Books)

Customer Reviews:
52 ratings

Customer reviews

5 star		68%
4 star		7%
3 star		19%
2 star		1%
1 star		5%

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Top reviews from the United States

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Jagster

No details of investment choices picked for each bucket

Reviewed in the United States on August 10, 2019

Verified Purchase

The book explained the buckets well, and also showed the sequence of returns risk very well. However there was no details about what investment vehicles were used for each bucket. The books says it won't bore you with the nuances of investment options on page 130. What! That is what I wanted to see. I wanted to know what investment options were chosen for the the soon bucket, which should be somewhat safe, but still able to generate earnings above inflation for the next decade. Also, is Jason a fiduciary? I see no mention of this.

8 people found this helpful

Helpful

M Benson

Short on details, reads like a sales pitch

Reviewed in the United States on October 1, 2017

Verified Purchase

Was hoping that his book would explain the bucket plan and how to manage one on my own. It mainly read like a sales pitch, in that it explained the plan, how it managed risk and how much to put into the buckets. However, it stopped short on details about actually managing the buckets and referred me to using an advisor trained in implementing the plan. There was really nothing in this book that goes beyond commonly available information available from reading about retirement bucket plans on the internet. You can get just as much information on buckets from the "How to Make Your Money Last: The Indispensable Retirement Guide" book by Jane Bryant Quinn along with a lot more for you entire retirement planning process.

14 people found this helpful

Helpful

Christopher J. Berry

I cannot recommend this book enough

Reviewed in the United States on October 2, 2017

Verified Purchase

A short and simple explanation of retirement planning. This book helps people understand the steps necessary and things to watch out for when planning for retirement. Not only have I used this book in my own planning, but have given a copy to my parents to help them organize their own retirement. I cannot recommend this book enough.

3 people found this helpful

Helpful

MBK in Vegas

Easy to read and understand!

Reviewed in the United States on November 28, 2018

Verified Purchase

As a financial advisor, I have done the bucket plan with my clients. What I haven't done is communicated it as clear as this book. I am now handing this book out to my clients when we do their financial plan.

It is written in simple, easy to understand language. As a narrative, you can follow the story of a couple going through the planning process. It explains why this process works and how it can reduce your exposure to market volatility.

This book is great for both do-it-yourselfers or people who work with advisors.

One person found this helpful

Helpful

rocks

Good concept. But NO specifics

Reviewed in the United States on October 12, 2017

Verified Purchase

Good concept. But NO specifics.

5 people found this helpful

Helpful

STCRH

Not alot of "new" here.

Reviewed in the United States on September 30, 2017

Verified Purchase

Interesting, yet pretty rudimentary - not a lot of "new" here.

5 people found this helpful

Helpful

Mr San Jose

Great book! It resonates with how I have operated ...

Reviewed in the United States on October 7, 2017

Verified Purchase

Great book! It resonates with how I have operated even before reading the book or meeting the author.
Read the book, get as much as you can out of it and see if the concepts and principles are a fit for you and what you need.

Note there is no such thing as risk free or free of risk.

One person found this helpful

Helpful

Simple, straightforward and great advice!

Reviewed in the United States on September 3, 2017

Verified Purchase

This a a great read for anyone approaching retirement - an easy to understand and very sensible approach to planning of your future. Author Jason Smith has simplified the often complex process of planning for retirement. Great book!

One person found this helpful

Helpful