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.