“No doubt about it, it’s a lack of education,” says Jason Smith, CEO and founder of Clarity 2 Prosperity, an organization that trains financial planners. “For generations we’ve failed at educating our children on important financial basics.”
Read Jason Smith’s thoughts here.
Continue ReadingRead this Bucket Plan primer with Jason Smith here.
Continue ReadingProsperity Capital Advisors Named to Financial Times 300 Top RIAs of 2018. Read the announcement here.
Continue ReadingInvestors prefer gains to losses. That alone — and quite apart from the sticky blob of needs, desires and preferences that accompany our every thought and action — is why some experts consider attempts to remove emotions from investing, and from financial affairs generally, as utter non-starters. Read Dave Alison’s thoughts in the full [...]
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Read Dave Alison’s thoughts on market volatility here.
Continue ReadingJason L Smith discusses The Bucket Plan approach and how it can help you budget and move your finances forward. View the video.
Continue ReadingJason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur now has his new best-selling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” available in Hudson bookstores in airports across the country. Read Full Article
Continue ReadingFollow the Bucket Plan strategy for a worry-free retirement. View the Video
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Best-selling Retirement Planning Book Now Available to Travelers Across the Country
Cleveland – October 3, 2017 – Jason L Smith, a nationally-acclaimed speaker, financial planner, author, coach, and entrepreneur now has his new best-selling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement” available in Hudson bookstores in airports across the [...]
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Jason Smith discusses his Bucket Plan for reaching financial goals on the MoneyLife with Chuck Jaffe Podcast. Listen Now
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