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News

Kiplinger – How to Implement the Bucket System

Read this Bucket Plan primer with Jason Smith here. 

Seeking Alpha – Prosperity Capital Advisors Named to Financial Times 300 Top RIAs of 2018

Prosperity Capital Advisors Named to Financial Times 300 Top RIAs of 2018. Read the announcement here.

Financial Advisor IQ – FAs Take Cues from Richard Thaler: There’s No Taking Emotions Out of Money

Investors prefer gains to losses. That alone — and quite apart from the sticky blob of needs, desires and preferences that accompany our every thought and action — is why some experts consider attempts to remove emotions from investing, and from financial affairs generally, as utter non-starters. Read Dave Alison’s thoughts in the full article.

3 Helpful Rules for Investors as the Dow Goes Up

Read Dave Alison’s thoughts on market volatility here.

WKYC : Financial Resolutions

Jason L Smith discusses The Bucket Plan approach and how it can help you budget and move your finances forward. View the video.

market watch

MarketWatch: “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” Now Available at Hudson News

Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur now has his new best-selling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” available in Hudson bookstores in airports across the country. Read Full Article

gobanking

GoBankingRates:
How to Have a
Worry-Free Retirement

Follow the Bucket Plan strategy for a worry-free retirement. View the Video

 

“The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” Now Available at Hudson News

Best-selling Retirement Planning Book Now Available to Travelers Across the Country

Cleveland October 3, 2017 – Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur now has his new best-selling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” available in Hudson bookstores in airports across the country. Achieving best-seller status in both the Retirement Planning and Wealth Management categories on Amazon, the book is currently featured on the hardcover table displays at Hudson News locations across the U.S., including New York (JFK & LGA), Los Angeles (LAX), Seattle (SEA/TAC), Denver (DEN), Chicago (MDW & ORD), Cleveland (CLE) and more. The book is also available at Amazon.com, Barnes & Noble and other independent bookstores.

“The reaction to the book has been amazing. The Bucket Plan concept is an easy-to-understand, straightforward way to organize your financial planning in a time when planning for retirement can be complicated and, quite frankly, intimidating,” says Smith. “Let’s face it; it is a scary time to retire for many. Because of this, I want to make sure that my book gets into the hands of as many people as possible, making holistic financial planning accessible to families worldwide. Partnering with Hudson News is an exciting step toward reaching this goal.”

“The Bucket Plan: Protecting and Growing your Assets for a Worry-Free Retirement” is based on a true story about retirement planning explained through the eyes of Jerry and Irene. The book is designed to educate current and future retirees with a simple, yet structured approach and illustrates how to plan for the now, soon and later years of retirement.

Smith has been successfully utilizing The Bucket Plan® planning process in his Cleveland-based financial planning firm for more than 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.

“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. For more information, visit TheBucketPlanBook.com or follow The Bucket Plan on Facebook and Twitter.

moneylife

MoneyLife with Chuck Jaffe: Jason Smith discusses his Bucket Plan for reaching financial goals

Jason Smith discusses his Bucket Plan for reaching financial goals on the MoneyLife with Chuck Jaffe Podcast. Listen Now

think advisor

Think Advisor:
3 Communication Secrets From
the ‘Bucket Plan’ Man

Jason L. Smith, a financial professional trainer, has come out with a new book for consumers about the hot financial topic of the 2010s: income planning. Read Full Article

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