Jason L Smith

Focus on what you want, when you want it, and plan to achieve it are the overarching goals for this book on planning for retirement. The content has the usual look at assets, expenditures, and making sure partners understand their financial position. Six sections cover the money cycle, Bucket Plan™ philosophy, asset questionnaire, income cap assessment, volatility tolerance, and design the Bucket Plan™. He provides several examples and worksheets. A majority of the statistics quoted throughout the book do not have sources or calculation parameters. There is no index or bibliography.

I was randomly chosen through a Goodreads Giveaway to receive this book free from the publisher. Although encouraged, I was under no obligation to write a review. The opinions I have expressed are my own.… (altro)