Join hosts Darrin McComas and Jason Fox, as they continue breaking down The Bucket Plan® financial planning process.

This episode covers step three of The Bucket Plan® process, the “Deliver” phase, where we present and deliver the personalized, holistic financial plan we’ve developed for you.

Key Topics Discussed:

Understanding Your Risk Tolerance: Learn about our Volatility Tolerance Analysis, which will help assess your comfort with risk across different time horizons.

Creating Your Custom Plan: We'll explain how we take all the information from our previous meetings to engineer a financial plan tailored just for you.

Presenting Your Financial Blueprint: Find out how we'll walk you through your comprehensive plan, addressing your specific concerns and priorities for retirement.

Planning for Your Retirement Phases: Understand the three phases of retirement - your "go years," "slow go years," and "no go years" - and how we'll help you plan for each.

Maximizing Your Retirement Income: Learn about our strategies for tax-efficient distribution planning to help you keep more of your hard-earned money.

The Power of Tax Planning: Discover how proper tax planning could potentially save you tens or even hundreds of thousands of dollars over your lifetime.

Optimizing Your Savings and Withdrawals: We'll introduce you to our "funnel" concept for managing your money tax-efficiently during both your saving and spending years.