Wealth Roadmap with Jeff & Steve
Discover the proven strategies employed by affluent individuals for wealth accumulation and preservation. Join Jeff and Steve as they engage with industry experts on topics such as investment strategies, financial planning, asset protection, tax optimization, and estate planning. Beyond the numbers, Jeff & Steve maintain an approachable, laid-back demeanor as they explore financial topics, weighing the pros and cons of various concepts and strategies.
Wealth Roadmap with Jeff & Steve
Ep. 4 - The Bucket Plan: A Simple Way To Grow and Protect Your Assets for a Worry-free Retirement
Welcome to this week's episode of “Wealth Roadmap with Jeff and Steve” as they dive deep into the concept of the Bucket Plan. Join them as they dissect the three-bucket strategy designed to provide retirees with a worry-free retirement. From understanding asset segmentation to practical implementation tips, we've got you covered. Whether you're just starting your retirement journey or looking to optimize your existing plan, tune in to discover how the bucket approach can transform your financial future. Don't miss out on this insightful episode of Wealth Roadmap!
Disclosures:
Investment advisory services are offered through M Holding Securities, Inc., a registered broker/dealer and investment advisor and Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC.
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. OneTeam Financial and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through OneTeam Financial are not affiliated with PCA. Information received from this video should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site. For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money
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