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Episode 6 – Financial Planning with The Bucket Plan – with Guest Jason L Smith



The bucket plan is a simplified financial planning process that’s built around the philosophy of separating and classifying your money. 

Join this episode of Be Advised – Leading with Value as guest Jason L Smith explains the idea of bucket planning from a sales and marketing perspective and shares how it can help you structure and organize your finances. 

In this episode, you will learn:

  • What the bucket approach is and how it helps advisors and their clients 
  • How the three-bucket approach helps you with your financial planning 
  • How a legacy plan supports surviving spouses 
  • The role of the sales and marketing technique when it comes to bucket planning 
  • And more!

Tune in as Jason L Smith shares the details of the bucket plan.

Resources: Brad Swineheart | White Glove | Clarity 2 Prosperity | Jason L. Smith


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