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.
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.
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 clients’ financial plans.