Jason L Smith’s book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement”

by · Published · Updated

Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur announces the release of his new book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement.” The book has been highly anticipated by consumers and financial industry professionals alike and has already achieved best-seller status in both the Retirement Planning and Wealth Management categories on Amazon prior to its Aug. 29, 2017 publication date. The book is now available for purchase at Amazon.com and Barnes & Noble.

“It is a complicated time to retire. There are many risks aspiring retirees face when planning for, transitioning to, or even living in retirement,” said Smith. “My goal for writing The Bucket Plan is to provide a relatable story illustrating how to plan for the now, soon and later years of retirement, all while addressing the complex challenges Americans face today. I want to help families worldwide achieve a more financially secure future through holistic financial planning, and this book is the first major milestone toward that objective.”

“The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” is based on a true story with retirement planning explained through the eyes of Jerry and Irene. The book is designed to educate current and future retirees on a simple, yet structured approach to eliminate certain risks in retirement, making it possible to enjoy the golden years with less worry about stock market and interest rate volatility or the potentially devastating hazard of sequence of returns risk.

Smith has been successfully utilizing The Bucket Plan® planning process in his Cleveland-based financial planning firm for nearly a decade and has been training other financial advisors on how to implement this turnkey approach to financial planning since 2011.

The foreword of the book was written by Ed Slott, CPA, who has been recognized by The Wall Street Journal as “America’s IRA Expert,” and is a professional mentor to Smith. “You’ll learn more here than you would from most other retirement books,” touts Slott. “Jason immediately connects with you and begins by steering you clear of the biggest mistakes people make in planning their retirement. It reads so easily because it’s a story about a couple to whom you immediately relate.”

“This book can help take the worry out of planning and living in retirement,” added Smith. This book address the most common concerns facing retirement planners today with these easy to understand chapters:

Chapter 1: The Biggest Dangers You Face in Retirement: Market Risk, Interest Rate Risk and Sequence of Returns Risk
Chapter 2: The Bucket Plan® Philosophy: Buy a Time Horizon, and Invest the Rest!
Chapter 3: Behavioral Financial and Investments: The Worst Behavioral Mistakes Investors and Advisors Make…And How to Avoid Making Them
Chapter 4: The Asset Sheet Questionnaire: Identifying and Documenting Assets and Liabilities
Chapter 5: The Income Gap Assessment: Determining If There Will Be a Retirement Income Deficit (or Excess) and If So, How Much?
Chapter 6: The Volatility Tolerance Analysis: Assessing Attitudes About Risk and Volatility in the Soon and Later Time Frames
Chapter 7: The Bucket Plan® Design: Bringing All the Elements Together for a Well-Planned Retirement
Chapter 8: How Does Your Current Plan Stack Up: A Few Important Questions and A Scorecard Assessment

“The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” is available for purchase at www.BarnesandNoble.com and www.Amazon.com.

About the Book

“The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” provides a unique perspective on how to plan for a financially secure retirement, as told through a real-life story of a couple navigating their own retirement plans. The Bucket Plan® planning process is a three-bucket philosophy that works to compartmentalize money into the now, soon, and later years of retirement and create a plan to provide a reliable and steady income for what could be a 30-year retirement, or more. Families from all financial backgrounds and experiences can benefit from this practical approach to mitigating market, interest rate and sequence of returns risks, while hedging against inflation, to try to achieve both security and growth of their retirement savings.

About the Author

Jason L Smith is a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur. 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 founded Clarity 2 Prosperity, a financial training, coaching and IP development organization to train and mentor other financial advisors, where he currently serves as president and CEO. He also founded and serves as the chairman for Prosperity Capital Advisors, an SEC-registered investment advisory firm and C2P Advisory Group, a fiduciary-friendly insurance marketing organization. Together, the three firms work to help advisors and institutions nationwide to simplify holistic financial planning providing financial solutions in the best interest of their clients.

More Lifestyle News:

  1. Nearly Half of Investors Expect a Federal Tax Refund, and About 60 Percent Plan to Save That A recent survey of investors by John Hancock Financial found that 48 percent expect to receive a Federal tax refund this year, and nearly sixty percent of those investors plan to direct that cash into a savings account. Thirty percent...
  2. Create a Budget That Actually Succeeds Right after the new year begins, many Americans are creating new budgets for 2018. Being realistic and accurate can ensure those budgets have long-term success, according to Senior CFP Board Ambassador Jill Schlesinger, CFP®. If the budget process is onerous...
  3. Study Finds Men Significantly More Likely to Seek Out Financial Advice Than Women To coincide with Financial Literacy Month, COUNTRY Financial has released a new study that looks at what Americans seek financial guidance around the most. The findings from the COUNTRY Financial Security Index reveal notable differences between the way men and...
  4. Tips on How to Claim the Saver’s Credit (Retirement Savings Contributions Credit) American workers may be unknowingly overlooking a tax credit this year. The Saver’s Credit, also referred to as the Retirement Savings Contributions Credit by the Internal Revenue Service, is available to eligible taxpayers who are saving for retirement, yet 64...
  5. The Princeton Review’s Annual “Colleges That Pay You Back” Book The Princeton Review’s 2018 edition of Colleges That Pay You Back: The 200 Schools That Give You the Best Bang for Your Tuition Buck (Penguin Random House / Princeton Review Books). This annual guidebook, now in its 4th year, is...
  6. Ally Introduces Fun, Futuristic Children’s Book to Help Teach Kids About Money In honor of Financial Literacy Month this April, Ally, a leading provider of digital financial services, has launched a new children’s book that uses a fun and futuristic storyline to teach money skills and concepts to kids ages 6-10. The...
  7. Chartered Retirement Planning Counselor Rodger Alan Friedman Shares 3 Steps to Get Serious about Planning for Your Retirement Last year, when the Federal Reserve Board asked, more than half of all respondents admitted they were not confident or just slightly confident of making the right retirement investment decisions. Indeed, the Fed’s report expressed alarm at how unprepared investors...
  8. New Real Estate Investing Book Provides Something Most Books Don’t: The Truth Although real estate investing books can be had by the hundreds, Truth or Comfort by John Trautman of Real Estate Knowledge Institute (REKI) provides something most books neglect to provide: the truth. Truth or Comfort, available now at Amazon, tells you...
  9. Take a Holistic Approach to Retirement Planning Although retirement is a milestone for all working adults, decades of hard work may not pay off if you haven’t planned for your financial needs once a regular paycheck stops coming. According to research by the Insured Retirement Institute (IRI),...
  10. Cities Where Your Retirement Savings Will Last the Longest Detroit and other midwestern cities are the best regions in the U.S. to stretch your retirement savings the furthest, found a new study. Personal finance website GOBankingRates examined the average costs for a 65-year-old for housing, utilities, groceries and healthcare in the...