Centrus Financial Strategies

The Plan Wise, Retire Free Podcast

The Bucket Plan with Jason Smith, Part 2


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 Article: https://www.forbes.com/sites/advisor/2014/04/24/why-the-average-investors-investment-return-is-so-low/#2cf1802b111a

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More Episodes:

Retirement Planning For Business Owners

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues.


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