Episode 3 – Why Everyone Needs a Bucket Plan: Part 2



In part two, Gary Alden is back with an even deeper look at how bucket planning works. Bucket planning may not only reduce asset-related risks, but also help people avoid their own risky investing behaviors.

In this episode, Gary discusses the major types of risks bucket plans help reduce, along with:

  • The three types of buckets and how to use them
  • The importance of being tax diversified
  • Common risky investing behaviors
  • The six steps of bucket planning
  • And more!

Join Gary now to learn how bucket planning may help you mitigate risks and have a worry-free retirement.

Resources: Kingwood Investment Group |  281 359 7900 | The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement by Jason L. Smith