"Based on a true story."

The biggest dangers you face in retirement: market risk, interest rate risk, and sequence of returns risk -- The Bucket Plan® philosophy: buy a time horizon, and invest the rest -- Behavioral finance and investments: the worst behavioral mistakes investors and advisors make and how to avoid making them -- The asset sheet questionnaire: identifying and documenting assets and liabilities -- The income gap assessment: determining if there will be a retirement income deficit (or excess) and if so, how much? -- The volatility tolerance analysis: assessing attitudes about risk and volatility in the soon and later time frames -- The Bucket Plan® design: bringing all the elements together for a well-planned retirement -- How does your current plan stack up?: a few important questions and a scorecard assessment