5 Buckets, 4 Shovels, a Beach and a Map: A Guide to Financial Security

by Stephen D Mayer

Overview

With over 40 years of industry experience, Steve Mayer takes the complicated subject of financial planning and explains it in an easy to read format that all ages and levels of income can relate to . Using metaphors for your asset groups (the buckets), your advisors (the shovels), your life (the beach) and your financial plan (the map), Steve walks you through the process of planning and the things you should be thinking about in order to achieve your financial goals, not just for your retirement, but to meet you and your families goals in life .

As illustrated in the book, Steve uses his personal story to describe using 5 Buckets, 4 Shovels, a Beach and a Map as his own financial planning strategy. As his assets and family grew, filling the right buckets and having the right shovels in place became increasingly important . In the book, Steve explains how even buying life insurance for his children at a young age helped bridge the gaps and became a planning tool for future, unforeseen expenses .

5 Buckets, 4 Shovels, a Beach and a Map will easily become your go-to reference book for financial planning. Many of SD Mayer & Associates clients have used this approach to successfully create a financial plan that considers their investment, insurance, retirement and other assets so that they are protected now and into the future.

All proceeds from the sale of this book will fund financial literacy for high school and college age students.  A student version of the book is being created to provide free of charge to these groups.

Product Details

ISBN-13:	9781087857022
Publisher:	SD Mayer & Associates LLP
Publication date:	11/02/2018
Sold by:	Barnes & Noble
Format:	eBook
Pages:	98
File size:	35 MB
Note:	This product may take a few minutes to download.

About the Author

Stephen D . Mayer was born in San Francisco in 1954, where he attended Riordan High School and then U.C. Berkeley. He is a CPA by trade, however, his entrepreneurial nature has lead him to be involved in starting over 18 different businesses. He lives in San Mateo with his wife, Patty, of over 25 years and has three children-Dylan, and twins, Kenzie and Nicola. He is a man of many traditions, including over 40 consecutive years of backpacking with his group of friends. For fun, when he turned 60, he completed an Ironman "because it seemed like a worthy goal". Steve also enjoys writing, especially when his experiences can help someone else. This book is meant to take a complicated subject and make it easily digestible through simple images and words .

Table of Contents

Introduction

Format of the Book

Part One: Something for Everyone

Chapter One: Introducing the Buckets, Shovels, Beach and Map

Chapter Two: The Beach and the Map

Chapter Three: The Five Buckets

Liquid Assets Bucket

Insurance Bucket

Retirement Assets Bucket

Personal Assets

Investment Assets

Chapter Four: The Shovels

Part Two: The Story of Steve and Patty

Part Three: Building Your Own Plan