Bucket #1: Building Your Financial Foundation With Liquid Assets
Liquid savings are the first pillar of the Three Bucket Strategy.
Introducing the Three-Bucket Strategy:Â A Simple Way to Bring Clarity to Your Finances
The Three-Bucket Strategy brings clarity to your finances by organizing your money into liquidity, safe growth, and long-term risk growth. Here is how it works.
PODCAST: Safe Money vs. Risk Money
Jerry Robinson introduces the Three Bucket Strategy, a simple framework that brings clarity to your financial life by organizing liquid assets, safe growth assets, and long-term risk growth. He explains why so many investors feel stress during market volatility and how proper bucket planning reduces fear, panic selling, and emotional decision-making. Plus, hear Jerry’s latest market insights on stocks, Bitcoin, gold, and more.
VIDEO: Our Q4 2025 DCA Investment Strategy
In this members-only webcast, Jerry Robinson shares our dollar-cost-average investment strategy for Q4 2025, including the specific stocks, ETFs, and cryptos we are buying. Plus, member updates for Q4 including our Smartscore 11 and Sector Rotation strategies.
Apple’s Future, Rate Cuts Ahead, and the Truth About IULs
In this webcast, Jerry Robinson explains why he remains long-term bullish on Apple, shares his latest outlook on the U.S. economy and potential Fed rate cuts, and explains why indexed universal life (IUL) policies often get a bad reputation — and how proper structuring can unlock their real value.
Beating Inflation: Four Strategies to Preserve Your Purchasing Power in Retirement
Learn key strategies for inflation protection in retirement planning, including debt management, health protection, and using insurance for financial security.