The Bucket Plan Backstory | Jason Smith, Pt. 2 | The Retirement Planner Podcast Ep. 6

📚 "This is as much about education as it is about anything else." C2P Enterprises and JJ Smith Group founder Jason Smith literally wrote the book on bucket planning, and in part 2 of his conversation with Certified Financial Fiduciary Don Chamberlin, he gives more insight into what inspired him to get into the weeds of holistic financial planning. 

At Chamberlin, we know many retirees' top concern is making sure they don't outlive their money. When market volatility and financial instability threaten your peace of mind, it's important to know you have a strategy in place to weather the storm. Bucket planning ensures that the wealth you've accumulated is not just distributed wisely, but set up for long-term preservation and growth as well. Join Don and Jason for the second part of their wide-ranging discussion of helping American retirees live out their retirement dreams with confidence and clarity. Ready to join them on that journey?

Click this link to schedule your no-fee 20-minute Strategy Session with a Certified Financial Fiduciary®!

https://fb.chamberlin-group.com/podcast