The Bucket Plan®

In "The Bucket Plan®," listeners are guided through a practical financial planning process aimed at achieving a worry-free retirement. The book introduces a three-bucket philosophy for strategically positioning assets to safeguard against the top risks to financial stability in retirement. Readers will discover how to calculate potential income deficits, minimize investment risks, and more, empowering them to create a tailored plan for a secure financial future. Accompanying PDF resources are also included for a comprehensive experience.