Books
Published works from the advisors and thought leaders in our network
The books here are written by members of Prosperity Capital Advisors and cover the ideas that shape how we think about holistic wealth management, retirement income, and financial planning. Order a copy, explore the ideas inside, or connect with an advisor to discuss how they apply to your situation.
The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement
Author: Jason L Smith, CFP®, CEP®, BPC
Our founder, Jason L Smith, wrote this best-selling book, that will introduce you to a couple as they plan for their retirement journey. Representing a typical American family, Jerry and Irene have worked hard to build their savings and are now at a place to live a successful retirement. Jason outlines the three-bucket process we stand by that, through the progression of the book, illustrates how Jerry and Irene have a clear understanding of how their money is allocated, ensuring nothing falls through the cracks. This is a great read for anyone seeking guidance and inspiration on the journey to a secure retirement free from stress, worry, and confusion.
Comparative assessments and other editorial opinions are those of U.S. News and have not been previously reviewed, approved, or endorsed by any other entities. Jason L Smith and/or Prosperity Capital Advisors did not pay for this recognition or to be part of the assessment.
Wi$e Up Women: A Guide to Total Fiscal and Physical Well-Being
Author: Jeannette Bajalia
Women face unique financial challenges — from longer life expectancies and career interruptions to caregiving responsibilities and unexpected life changes — yet countless financial models fail to address these realities. In the third edition of Wi$e Up, Women!, Jeannette draws on her personal experiences and professional insight to offer a holistic guide that addresses these gaps directly. Blending emotional, physical, and financial planning, this book helps women build the confidence and clarity to achieve a dignified, secure retirement.
Retirement Done Right: Don’t Just Inve$t…PLAN!
Author: Jeannette Bajalia
Jeannette created this guide to clearly outline the differences between investing and thoroughly planning for retirement — because there is far more to building a sustainable retirement income plan than simply investing. Jeannette poses essential questions for every pre-retiree to consider, offering a clear path for anyone feeling overwhelmed about not only how, but why, to plan effectively for an abundant retirement.
Planning a PURPOSEFUL LIFE: Secrets of Longevity
Author: Jeannette Bajalia
In this book, Jeannette serves as a storyteller, sharing the stories of the seniors she has spent her career helping — personal, humorous, devastating, and inspiring in equal measure. Woven through each story is her central theme: that planning is the foundation of a purposeful life. Her experiences, from caring for her own parents to guiding clients through their financial journeys, offer a compelling case for embracing purpose and intention at every stage of life.
