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Inflation-Proof Your Retirement In 2025

Inflation-Proof Your Retirement In 2025

Feb 6, 2025 | Financial Planning, Podcast, Taxes

Inflation has been a hot topic for years, and it’s still a major concern as we move through 2025. While some reports suggest that inflation rates are decreasing, many consumers continue to feel the financial pinch. Because of this, inflation’s impact on...

The Bucket Plan with Jason Smith, Part 2

Nov 21, 2019 | Podcast

We continue our conversation from last time with Jason Smith. Today we look at how the bucket plan would hold up in an event like the 2008 market crash and when you should think about refilling your buckets. Important Links: Forbes...

The Bucket Plan with Jason Smith, Part 1

Nov 7, 2019 | Podcast

On today’s podcast, we are joined by Jason Smith who is the chairman of Prosperity Capital and author of The Bucket Plan. We discuss how Jason got started with the bucket plan concept and his ideologies surrounding this type of planning.

Roth Accounts and Tax Buckets

Jun 6, 2019 | Podcast

Jude, “The Roth Guy”, helps us look at the tax benefits of Roth accounts this week. We’ll also have a more in-depth discussion about the three “buckets” that make up Jude and Mike’s Bucket Plan strategy for structuring their...