Bucket Planning

Welcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement.  In this episode, Mike and John interview Jake Reeder, advisor and planner at Financial Services of America, on how he utilizes a Bucket Planning strategy with his clients and the success they are having with that planning.  They also share a few stories of what is happening to the families they work with in the world of Holistic Planning.

 

#financialservicesofamerica

#bucketplanning

#redzone

#jakereeder

#retirementplanning

#holisticplanning

 

Advisor | Financial Services of America (FSA) | Warren (fsa1.com)