The Bucket Plan: Protecting and Growing Assets for a Worry-Free Retirement

Focus Sessions

Retirement today presents unique financial planning challenges worldwide. The responsibility to navigate volatile global markets, taxes, inflation and increasing life expectancy falls on individual investors and their advisors. Smith provides a simple approach to gathering, analyzing and positioning clients’ assets into three customized buckets that work to both mitigate risks and maximize assets for the future. He shows how this planning process helps clients avoid sequence of returns risk and shares powerful diagrams, phrases and concepts you can use to help illustrate this simple yet highly effective planning approach. No matter where in the world you provide financial services, The Bucket Plan planning process will revolutionize the way you approach income planning for your clients’ retirement.