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Back to Bucket Plan® Basics: Episode 1

Back to Bucket Plan® Basics: Episode 1

Released Wednesday, 17th January 2024
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Back to Bucket Plan® Basics: Episode 1

Back to Bucket Plan® Basics: Episode 1

Back to Bucket Plan® Basics: Episode 1

Back to Bucket Plan® Basics: Episode 1

Wednesday, 17th January 2024
Good episode? Give it some love!
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Hosts Jason L Smith and Dave Alison discuss an asset allocation strategy that your clients will actually understand — The Bucket Plan®. You’ll learn how to simplify financial planning for your clients within the three-bucket approach and how to segment money based on purpose and time.

Resources:

The Bucket Plan® Book

The Bucket Plan® Audiobook

The Bucket Plan® Training

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The Bucket Plan® On-Demand Series

Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!

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