Shows / The Bucket Plan® On-Demand Series
The Bucket Plan® On-Demand Series
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
Episodes
- The Bucket Plan® On-Demand Series
Lifetime Tax Management: Why It Matters for Financial Advisors
Fee compression is reshaping how advisors think about their value. This episode draws on high-impact conversations from The Bucket Plan On-Demand and Rainmaker…
- The Bucket Plan® On-Demand Series
AI, Without the Hype
In this best-of compilation, Tom Lambotte, Dave Alison, Geoff Woods, and Prosperity Capital Advisors’ own compliance team share practical AI integration…
- The Bucket Plan® On-Demand Series
Guaranteed Income and Retirement Happiness: What Advisors Should Know
Many of your clients have enough money to live the retirement they planned, but they're not spending it. Join host Dave Alison, CFP®, EA, BPC, President and…
- The Bucket Plan® On-Demand Series
Client Communication: Why Visuals Land When Numbers Don't
Get a free copy of Jamie’s Book, Your Retirement Sketchbook: 125 Retirement planning Lessons from Financial Experts by visiting https://bit.ly/4f3Gzlg. Many…
- The Bucket Plan® On-Demand Series
Building a Personal Brand as a Financial Advisor: Authenticity First
Authenticity has become one of the most powerful differentiators in financial advising, but it's also one of the hardest things to practice consistently. Join…
- The Bucket Plan® On-Demand Series
Attracting and Retaining Women Clients as a Financial Advisor
Many advisory firms say they serve everyone. What that often means in practice is a client experience built around a male default and a woman across the table…
- The Bucket Plan® On-Demand Series
How High-Performing Financial Advisors Approach Client Conversations
What do ultra-high-performing financial advisors do differently? According to Carlos M. Garcia, founder of Exceed Sales, it comes down to three things…
- The Bucket Plan® On-Demand Series
How to Choose the Right Distribution Partner as a Financial Advisor
Advisors tend to choose a distribution partner based on product shelf, compensation, or convenience. But according to Kalem Mackey, that's the wrong criteria…
- The Bucket Plan® On-Demand Series
Protecting Clients' Retirement from Rising College Costs
College costs are quietly becoming one of the most significant threats to your clients' retirement security and advisors aren't having this conversation nearly…
- The Bucket Plan® On-Demand Series
401(k) Match Alternatives: Planning Strategies for High-Earning Clients
When employers cut 401(k) matching, your high-earning clients face a critical planning moment. Help them adapt by learning how to audit their complete benefits…
- The Bucket Plan® On-Demand Series
M&A Communication: Guiding Clients Through Advisory Transitions Part 2
Business owner clients face unique challenges when selling their companies, and advisors play a critical role in guiding them through mergers and acquisitions…
- The Bucket Plan® On-Demand Series
M&A Communication: Guiding Clients Through Advisory Transitions Part 1
Whether your clients are selling their businesses or you're navigating a merger and acquisition (M&A) transition in your own firm, the communication challenges…
- The Bucket Plan® On-Demand Series
Advising in the Age of AI: How Clients Use It and How You Can Too
ChatGPT and other AI tools regularly get financial advice wrong, but your clients don't always know that. What do you do when they bring you analysis that…
- The Bucket Plan® On-Demand Series
Retaining Women Clients Through Life Transitions
Major life transitions often become inflection points in advisor-client relationships, moments where trust either deepens or dissolves. Join host Kirsten…
- The Bucket Plan® On-Demand Series
Long-Term Care Client Conversations: Real Stories and Strategies
What experience have you had either directly or indirectly when it comes to caring for an aging loved one? During this live recording from A Woman's Clarity®…
- The Bucket Plan® On-Demand Series
From Conversations to Care Plans: How to Support Caregiving Clients
As the population ages, more families are facing the realities of caregiving, and financial advisors are often the first to see it unfold. Join host Kirsten…
- The Bucket Plan® On-Demand Series
Stagflation Strategies Your Competitors Aren't Using
The economic landscape is shifting, and you’re probably hearing a term you haven't encountered in decades: stagflation. This toxic combination of slow growth…
- The Bucket Plan® On-Demand Series
How to Serve Gen X Clients: Sandwich Generation Planning Strategies
Generation X is spending $83,000 annually compared to baby boomers' $62,000—a 33% increase that reflects their sandwich generation reality: funding college…
- The Bucket Plan® On-Demand Series
Financial Advisors Guide to Serving Gray Divorce Clients
Gray divorce rates among Americans over 50 have surged from 8.7% in 1990 to 36% by 2019*, creating unique financial planning challenges that require…
- The Bucket Plan® On-Demand Series
One Big Beautiful Bill: Tax Law Changes & Strategies for Advisors
The One Big Beautiful Bill (OBBB) represents the most significant tax planning opportunity since 2017, and advisors who understand it will have a major…
- The Bucket Plan® On-Demand Series
Permission to Spend: Rethinking Legacy Planning for Child-Free Clients
Discover how to reframe legacy planning, estate strategies, and wealth management for clients without children. Join host Kirsten Schlumbohm, Vice President…
- The Bucket Plan® On-Demand Series
Proven Financial Advisor Referral Strategies from Masters of the Craft
Transform your practice from referral-hoping to referral-generating with battle-tested strategies from two industry legends. Discover why referred prospects…
- The Bucket Plan® On-Demand Series
The Future of Wealth Management Part 2: Personal, Efficient Operations
Technology continues to reshape client expectations in wealth management, with consumers comparing advisory firms to companies like Amazon and Coinbase rather…
- The Bucket Plan® On-Demand Series
The Future of Wealth Management Part 1: Exceptional Service
Client expectations continue to evolve in wealth management, and exceptional service delivery has become the key differentiator for advisory practices. In this…
- The Bucket Plan® On-Demand Series
Building Deeper Client Relationships Through Structured Conversations
Conversation Circles are a powerful tool any financial advisor can leverage to uncover the values of their clients and prospects to offer a more personalized…
- The Bucket Plan® On-Demand Series
Reading Market Signals: Investment Strategy During Volatility
When markets turn volatile, clients often start calling with questions and seeking answers. How you handle these conversations often determines whether clients…
- The Bucket Plan® On-Demand Series
Defusing the Retirement Tax Time Bomb: IRA Strategies with Ed Slott
The retirement tax landscape has fundamentally shifted, and what once served as powerful wealth-building tools have now become potential financial landmines…
- The Bucket Plan® On-Demand Series
Reimagining Longevity & Lifestyle Planning for Women Clients
Women are living longer than ever with women outliving men by an average of five years, and half of all widows over 65 outliving their husbands by an…
- The Bucket Plan® On-Demand Series
Bulletproofing Your Bucket Plan to Withstand Market Volatility
The Bucket Plan® strategy — a time-segmented approach that organizes assets into Now, Soon, and Later buckets — can provide both financial security and…
- The Bucket Plan® On-Demand Series
Reframing Life Insurance: From Protection to Strategic Asset Class
Life insurance is often misunderstood, mismanaged, and mis-sold, yet it remains one of the most powerful tools in comprehensive financial planning. Join host…
- The Bucket Plan® On-Demand Series
The Fourth Bucket: Longevity Planning for Female Clients
Upgrade your retirement planning with strategies built for longer lifespans. Join host Kirsten Schlumbohm, Vice President and head of Annuity Sales at C2P, as…
- The Bucket Plan® On-Demand Series
Succession Planning: Empowering the Next Generation of Financial Advisors
Most financial advisory firm owners plan on an internal succession, but many delay the planning process, losing out on substantial profits and time saved both…
- The Bucket Plan® On-Demand Series
Financial Clarity for Women Through Bucket Planning
How can advisors better support women in achieving financial confidence—especially during times of transition? Join host Kirsten Schlumbohm, Vice President and…
- The Bucket Plan® On-Demand Series
Guiding Clients Through Market Volatility: The Bucket Plan® Advantage
Do your clients call in a panic when the market drops, ready to abandon their long-term strategy based on the day’s headlines? In this episode, hosts, Dave…
- The Bucket Plan® On-Demand Series
Navigating Market Uncertainty: How to Address Common Investor Concerns
In this timely episode, host Dave Alison sits down with Dr. Apollo Lupescu, a 21-year veteran of Dimensional Fund Advisors, to address pressing investor…
- The Bucket Plan® On-Demand Series
How to Translate Key Financial Planning Concepts to Clients
Discover how simplifying your language can lead to better client outcomes and practice growth. In this episode, host Dave Alison, is joined by Greg Hammer…
- The Bucket Plan® On-Demand Series
Advisor's Guide to Mastering Stock Options and Equity Compensation
Discover how to help your clients navigate the complex world of equity compensation and stock options with guidance from Greg Dillon, Principal and founding…
- The Bucket Plan® On-Demand Series
Beyond The Bucket Plan®: Leveraging Life Insurance as an Asset Class
Discover the crucial role of life insurance in financial planning, especially for high net worth and ultra-high net worth individuals. In this episode, our…
- The Bucket Plan® On-Demand Series
Divorce Made Simple: Financial & Practical Advice from Amy Colton
Divorce made simple sounds like an oxymoron but it’s possible with financial and emotional guidance! Host Kirsten Schlumbohm lets special guest, Amy Colton…
- The Bucket Plan® On-Demand Series
Multi-Generational Succession Planning: Creating a Seamless Transition for Your Financial Advisory Business
As a financial advisor, planning for your clients' futures is second nature—but what about the future of your own business? Join guest host Kirsten Schlumbohm…
- The Bucket Plan® On-Demand Series
Rethinking Social Security Optimization: Advanced Retirement Income Planning Strategies for Financial Advisors
Discover how to transform Social Security planning from a basic retirement checkbox into a powerful strategic asset for your clients. Join host Dave Alison…
- The Bucket Plan® On-Demand Series
Data Protection and Fraud Prevention: A Guide for Financial Advisors
As technology continues to evolve faster than we can keep up with, cyber-fraud threats evolve with it. Join host Matt Seitz, Chief Marketing Officer at C2P for…
- The Bucket Plan® On-Demand Series
Keeping Your Tax Management Edge Sharp with Annual Education
Want to spot tax-saving opportunities your competitors miss? Looking to stay ahead of tax law changes without getting overwhelmed? Join host Kalem Mackey…
- The Bucket Plan® On-Demand Series
The Mind and the Market with Dr. Daniel Crosby
In this episode of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®️, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Dr. Daniel…
- The Bucket Plan® On-Demand Series
Serving The Next Generation: Teaching Young Adults Financial Literacy
Only 36% of Generation Z consider themselves financially literate. Fortunately, there are resources and programs available for these younger generations to…
- The Bucket Plan® On-Demand Series
The Evolution of Investing: Time-Tested Strategies from DFA's Dr. Apollo Lupescu
In a market flooded with conflicting investment advice, how do you deliver portfolio strategies your clients can trust? Join host Jason L Smith and special…
- The Bucket Plan® On-Demand Series
Women’s Wealth Matters: Mastering Social Security Planning and Marketing Strategies
For many women, Social Security represents their largest retirement asset. Join host Kirsten Schlumbohm and guests Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head…
- The Bucket Plan® On-Demand Series
How Technology is Redefining Estate Planning: A Modern Guide for Financial Advisors
Discover how leading financial advisors are revolutionizing their estate planning services with the Wealth.com platform and technology. Join host, Kalem…
- The Bucket Plan® On-Demand Series
Back to The Bucket Plan® Basics: Episode 4
Discover how leveraging simple analogies and relatable examples can transform your client communication and help prospects better understand the value of…
- The Bucket Plan® On-Demand Series
Beyond COLA 2025: The Future of Social Security Planning for Financial Advisors
Transform Social Security from a basic retirement benefit into a powerful planning tool with advanced COLA strategies and creative applications. Join host…
- The Bucket Plan® On-Demand Series
Simplify Your Financial Planning Process with The Bucket Plan®: Step 3: Deliver
Struggling to present complex financial plans in a way that resonates with clients and drives action? Join hosts Jason L Smith, Dave Alison, and guest Bryan…
- The Bucket Plan® On-Demand Series
Advising in Uncertain Times: Election Year Strategies to Keep Clients Confident
How might the 2024 presidential election affect your clients' finances and their emotional response to market volatility? Join guest host Kalem Mackey…
- The Bucket Plan® On-Demand Series
Maximize Impact & Minimize Taxes: Boost Your Clients' Charitable Impact with Tax-Efficient Strategies
Are your clients charitably inclined? Discover effective strategies to help them give to the causes they care about in a tax-efficient way. Join guest host…
- The Bucket Plan® On-Demand Series
Navigating the Now Bucket in a Low-Interest Rate Environment
Are your clients concerned about dropping interest rates? Discover how to optimize short-term assets in a challenging interest rate environment. Join guest…
- The Bucket Plan® On-Demand Series
Simplify Your Financial Planning Process with The Bucket Plan®: Step 2, Design
Struggling to design personalized financial plans that truly resonate with your clients? Join hosts Jason L Smith, Dave Alison, and Bryan Bibbo, AIF, NSSA…
- The Bucket Plan® On-Demand Series
Demystifying Medicare Planning: Your Gateway to Exceptional Service and Leads
Discover how educating your clients on the complexities of Medicare can help them make informed decisions and grow your business at the same time. Join guest…
- The Bucket Plan® On-Demand Series
Debunking Social Security Myths: How to Help Clients Maximize Their Benefits Part 2
Dive deeper into the complexities of Social Security planning with part two of this enlightening episode featuring Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head…
- The Bucket Plan® On-Demand Series
Debunking Social Security Myths: How To Help Clients Maximize Their Benefits Part 1
Social Security is an incredibly important part of your client’s retirement planning, but it’s also incredibly misunderstood by advisors and clients alike. Top…
- The Bucket Plan® On-Demand Series
Mastering Investor Psychology: Strategies for Financial Advisors to Keep Clients Invested
Did you know effectively managing your clients' emotions can improve their investment outcomes? Discover how in this enlightening episode on investor…
- The Bucket Plan® On-Demand Series
Life Insurance: How to leverage this Bucket Plan® Essential for Enhanced Client Protection
Are you fully leveraging life insurance in your holistic financial planning approach? Find out in this enlightening episode centered around Life Insurance…