Shows
The Bucket Plan® On-Demand SeriesOne Big Beautiful Bill: Tax Law Changes & Strategies for AdvisorsThe One Big Beautiful Bill (OBBB) represents the most significant tax planning opportunity since 2017, and advisors who understand it will have a major advantage. Join host Kalem Mackey, CFP®, BPC, Executive Vice President and Partner at C2P and Dave Alison, President and founding partner at Prosperity Capital Advisors and creator of The Tax Management Journey®, as they break down the key provisions of this transformative legislation. Discover why you need to act now on permanent tax bracket extensions, estate planning exemptions up to $15 million per person, expanded business deductions, and new opportunities to grow your practice. Res...
2025-07-1631 minThe Bucket Plan® On-Demand SeriesBulletproofing Your Bucket Plan to Withstand Market VolatilityThe Bucket Plan® strategy — a time-segmented approach that organizes assets into Now, Soon, and Later buckets — can provide both financial security and psychological confidence for clients, especially when in a volatile market environment. Join guest host Kalem Mackey, CFP®, BPC, Executive VP at C2P, as he interviews Dave Alison, Founding Partner of C2P and CEO of Alison Wealth Management, to discover how to create "Bucket Plans of Steel" that withstand major market uncertainty. Whether you're already implementing The Bucket Plan® or new to this methodology, you’ll learn practical strategies for streamlining your planning process, improving client deliverab...
2025-05-1429 minThe Bucket Plan® On-Demand SeriesRethinking Social Security Optimization: Advanced Retirement Income Planning Strategies for Financial AdvisorsDiscover how to transform Social Security planning from a basic retirement checkbox into a powerful strategic asset for your clients. Join host Dave Alison, CFP®, EA, BPC, President of Prosperity Capital Advisors and Alison Wealth Management, as he sits down with Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head of Social Security planning at OneTeam Financial, for a discussion on advanced Social Security optimization techniques. Learn why maximization isn't always the answer and how to integrate Social Security decisions with comprehensive retirement planning for your clients across the wealth spectrum. Whether you're serving mass affluent retirees or ultra-high-net-worth families, this epi...
2025-02-0532 minThe Bucket Plan® On-Demand SeriesKeeping Your Tax Management Edge Sharp with Annual EducationWant to spot tax-saving opportunities your competitors miss? Looking to stay ahead of tax law changes without getting overwhelmed? Join host Kalem Mackey, Executive Vice President at C2P, and guests, Dave Alison, CFP®, EA, BPC, President of Prosperity Capital Advisors and Alison Wealth Management, and Scott Kaup, CFP®, head of Kaup’s Financial Advisors, Inc., as they break down the benefits of staying sharp with your tax management expertise. Learn practical ways to turn complex tax strategies into clear client conversations that win business and deepen relationships. Whether you work with business owners, high-net-worth clients, or retirees, you'll walk...
2025-01-2225 min
Complete Wealth Management With Dave AlisonQ1 2025 Market Intel Report | Thriving Through High Valuations and Policy ChangesStocks boomed again in 2024, delivering a strong performance powered by interest rate cuts and hopes for economic growth.Can the bull market keep running? Is a correction hiding around the corner?We'll dive into what happened in the final months of 2024 and what we might see in the first months of 2025.Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any part...
2025-01-1810 minThe Bucket Plan® On-Demand SeriesThe Mind and the Market with Dr. Daniel CrosbyIn 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 Crosby, Chief Behavioral Officer at Orion. They discuss Dr. Crosby's presentation "The Mind and the Market" and dive into how advisors think, how to help clients navigate the volatility in the market, and how to manage and maximize their investments. Dave and Dr. Crosby also discuss the behavioral aspect of The Bucket Plan and how emotions tie into the process.Resources Books referenced: The...
2024-12-2630 minThe Bucket Plan® On-Demand SeriesHow Technology is Redefining Estate Planning: A Modern Guide for Financial AdvisorsDiscover how leading financial advisors are revolutionizing their estate planning services with the Wealth.com platform and technology. Join host, Kalem Mackey, CFP®, BPC, to learn successful implementation strategies and client outcomes from guests, Sarah Soria, CFP®, CEO of Encompass Financial Planning, Anthony “Tony” Engrassia, LUTCF®, NSSA®, CFF ®, Owner of Wealth Management Strategies, and Dave Alison, CFP®, EA, BPC, President of Prosperity Capital Advisors and Alison Wealth Management. Learn how these advisors are charging for this service, streamlining the estate planning process, and using it to build multi-generational relationships. From practical implementation tips to revenue opportunities, tune in to learn how...
2024-11-2226 minThe Bucket Plan® On-Demand SeriesMaximize Impact & Minimize Taxes: Boost Your Clients' Charitable Impact with Tax-Efficient StrategiesAre 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 Kalem Mackey, CFP®, BPC,CJA Executive VP at C2P, and guests Jeff Warnkin, Senior Wealth Advisor at JL Smith Holistic Wealth Management, and Dave Alison, President and founder of C2P, as they discuss charitable giving strategies. Learn about Qualified Charitable Distributions (QCDs), Donor Advised Funds, and how to leverage these tools for tax planning. Explore multi-year planning strategies in light of potential tax law changes, optimal asset selection for donations, and the n...
2024-10-1727 minComplete Wealth Management With Dave AlisonQ4 2024 Market Intel Report | Alison Wealth ManagementWith a strong but volatile push into the fourth quarter of 2024, the stock market has delivered great results to investors who have stayed disciplined. In this video, we will discuss the 3 key themes on the minds of investors as we enter into the fourth quarter of 2024. We will discuss:✅ What could the start of the Fed rate cutting cycle mean for investors? The Federal Reserve kicked off its highly anticipated rate cutting cycle with a 50-basis point reduction in September 2024. History shows cash yields decline rapidly following the start of cutting cycles, falling by 2% on a...
2024-10-1112 minComplete Wealth Management With Dave AlisonKamala Harris Tax Proposal Broken Down - August 2024On August 16, 2024, Presidential candidate Kamala Harris released details of her economic and tax plan. Bob Keebler analyzes the estate and gift tax proposals contained in the proposed American Housing and Economic Mobility Act of 2024. In this video, we will break down the income and estate tax considerations of her proposal.We will discuss:➡️ Exempting Tip Income from Taxation➡️ Expanding Tax Credits for Families➡️ Housing Tax Incentives➡️ Clawing Back Deductions➡️ Corporate Income Tax Rate➡️ Higher Tax Rates➡️ Capital Gains Tax Reform➡️ 32% increase to Medicare Tax for people earning over $400k➡️ Additional Tax...
2024-08-2219 minThe Bucket Plan® On-Demand SeriesLegacy Planning Beyond Dollars: How Advisors Can Strengthen Client Relationships and Grow Their PracticeWant to help your clients preserve their wealth and values across generations? Join host Dave Alison and guest Louise Cole, CFP®, CWC®, HDP®, CDP, BPC, principal and founding partner of The Heritage Group, as they explore the often-overlooked emotional aspects of inheritance planning. Learn how to prepare families to receive and manage wealth, mitigate the psychological effects of affluenza, and capture family stories and values through guided discovery. You’ll discover strategies for engaging the next generation, facilitating family communication, and creating meaningful legacy letters. Tune in to gain valuable insights on incorporating comprehensive legacy planning into your advisory pract...
2024-08-1435 min
Rainmaker Multiplier On-DemandVideo Marketing Tips From Top Producers: How to Engage and Grow Your Client BaseDiscover how video marketing can transform your financial advisory practice with host Cary Chaitoff, Vice President of Marketing at The Agency at C2P, and guests Dave Alison, CFP®, EA, BPC, founder and CEO of Alison Wealth Management, and Elizabeth “Betsy” Larson, WMCP®, BPC, financial consultant at Special Needs Advanced Planning. Listen in as these successful financial professionals share their strategies for leveraging video content to grow their businesses, educate clients, and establish thought leadership in their niches. Learn about equipment essentials, content creation tips, and how to effectively reach your target audience through video. Whether you're just starting with v...
2024-08-0128 minThe Bucket Plan® On-Demand SeriesClient Equity Compensation & Stock Options Made Easy with The Bucket Plan®Looking to attract and provide more value to your high-net-worth clients? Dive into the world of equity compensation with host Dave Alison and guests, Greg Dillon, CFA, CFP ®, CLTC®, NSSA®, Managing Partner and Head of Wealth Management and Retirement Income Planning at OneTeam Financial, and David Roth, CFP®, EA, BPC, Tax & Wealth Advisor at Alison Wealth Management. Together they explore the various forms of equity compensation, including RSUs and stock options, and discuss tax management strategies within The Bucket Plan® framework. Learn common mistakes to avoid, advanced wealth preservation techniques, insider trading considerations, and how to leverage this expertise to bett...
2024-07-1829 minComplete Wealth Management With Dave AlisonNavigating Election Year Volatility: Insights from the Q3 2024 Market Intel ReportCan a presidential election year bring stability to your portfolio? Find out how historical trends and informed strategies can guide you through the noise. In this episode, we explore the third quarter 2024 market intel report, revealing that global equity markets have returned a solid 10% so far. Despite the usual election-year volatility, we underscore the critical importance of maintaining a diversified investment strategy. Learn why focusing on fundamental market drivers, rather than short-term political distractions, is key to long-term success. We also delve into the Federal Reserve's actions in the current economic climate, discussing the implications of persistent inflation and...
2024-07-1212 min
Holistic Wealth and Health PodcastEpisode 21: Grasping your Financial Needs, Step 2: DesignJoin our hosts Jason L Smith and Bryan Bibbo with special guest, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management, as they continue breaking down The Bucket Plan® financial planning process step by step. This episode covers step two of The Bucket Plan® process, known as the “Design” … Continue reading Episode 21: Grasping your Financial Needs, Step 2: Design →
2024-07-0835 minComplete Wealth Management With Dave AlisonThe Great Sunset From The Tax Cuts & Jobs Act: Are Your Taxes Going Up?Unlock the secrets to masterful tax management with our latest episode where we navigate through the transformative landscape post the Tax Cuts and Jobs Act of 2017, they shed light on how Alison Wealth Management has redefined the way we approach tax planning. From our early family office days to serving a diverse clientele, this episode promises to equip you with the strategies you need to triumph over the incoming tax shifts that could affect your bottom line.We're at a pivotal moment as the sunset phase of the Tax Cuts and Jobs Act looms, stirring the waters...
2024-05-171h 00The Bucket Plan® On-Demand SeriesInvesting Through the Election: How to Advise Clients During Political UncertaintyDuring election seasons, clients may be tempted to make emotional investment decisions motivated by politics rather than facts. In this data-driven episode, host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, and special guest, Dr. Apollo Lupescu, Vice President at Dimensional Fund Advisors, provide a framework to have informed, non-partisan conversations with your clients about investing amid political uncertainty. Analyzing decades of market performance data across election cycles and presidential parties, Lupescu dispels the notion that elections inherently impede markets. He shares strategies for initiating p...
2024-05-1529 minRainmaker Multiplier On-Demand11-Star Customer Service: The Key to Building Lasting Client ConnectionsThere’s no shortage of financial advisors but there is a shortage of financial advisors who prioritize exceptional client service. Providing 11-star client service can be a huge differentiator for your practice and help to retain clients and receive more referrals. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, and guest Anthony "Tony" Engrassia, ChFC®, LUTCF®, NSSA®, CFF ®, Financial Planner and founder of Wealth Management Strategies and the creator of the Strategic Freedom Process™, as they discuss the importance of building client connections through a...
2024-05-0831 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: Tax-Advantaged Education Funding with 529 PlansDo your clients want to save or contribute to their loved one’s college expenses? Help them save effectively by learning the intricacies of 529 plans from guest host Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, and Seth Meisler, CFA, CFP®, CPA, Lead Advisor at JL Smith Holistic Wealth Management, with additional insights from Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management. Discover the distinctions between 529 savings and prepaid tuition plans, state-specific tax benefits, and strategies to maximize tax savin...
2024-04-3027 minComplete Wealth Management With Dave AlisonMaximizing Financial Windfalls: Avoid Mistakes with Inheritance, Stock Liquidity, or Business SaleJoin us on the Complete Wealth Management Podcast, Episode 19, where Certified Financial Planners and Tax Experts Dave Alison, Conrad Levesque, and David Roth delve into considerations, planning, and strategies for a sudden financial windfall. Whether you’ve received an inheritance, sold a business, or cashed out stock options, this episode provides essential considerations for managing your financial windfall.➡️ Key Topics Covered:Retirement Planning: Explore how to make the most of your newfound wealth while securing your future.Tax Management: Understand the tax implications of your windfall and strategize accordingly.Creating Cashflow: Le...
2024-04-2730 minComplete Wealth Management With Dave AlisonStock Market Investing in Election Year 2024Have you ever wondered if presidential elections should sway your stock portfolio strategy? This episode might just shift your perspective. We sift through a century's worth of data, debunking doomsday assumptions about market performance in election years. While some investors joke about packing for Canada based on political outcomes, we're here to anchor you to a data-driven approach. Join Dave Alison & Dr. Apollo Lupescu as they provide insight into evidence based investment strategies to help you get ahead in an election year.In this episode, Dave and Apollo will unravel the tangled strings that connect politics to...
2024-04-1643 minThe Bucket Plan® On-Demand SeriesLeveraging Tax Management Year-Round to Transform Your Practice80% of investors believe that their financial advisors should prioritize minimizing their taxes but only one in five advisors offer their clients tax management services.* Gain insights from real advisors who have transformed their practices by making tax management a core offering of their financial planning process. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, and guests Greg Hammer, CEO and President of Hammer Financial Group, and Charles Welde, CPA, CFP®, founder of The CP Welde Group, as they discuss how they leverage tax ma...
2024-04-1627 minHolistic Wealth and Health PodcastEpisode 16: Planning Your Financial Future, Step 1 – Discover Part 2Join us for part two of our in-depth discussion on holistic planning with hosts Jason L Smith and Bryan Bibbo along with special guest Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management. This episode continues the group’s discussion of step one of The Bucket Plan® planning process, known … Continue reading Episode 16: Planning Your Financial Future, Step 1 – Discover Part 2 →
2024-04-1539 minThe Bucket Plan® On-Demand SeriesEducate to Accumulate: Empowering Young InvestorsIf you’re used to working with pre-retirees or retirees, you may feel out of your element working with younger clients but helping them now while in their accumulation phase can be incredibly impactful to you both. Join Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, and Alison Wealth Management, for an engaging discussion on empowering the next generation of investors with Joe'Mar Hooper, CEO of 3rd Decade, along with additional insights from Ryan Asher, Director of Investment Operations at C2P. They explore how education can lead to better financial decisions in one’s accum...
2024-04-0227 minHolistic Wealth and Health PodcastEpisode 15: Grasping Your Financial Needs, Step 1 – Discover Part 1Hosts Jason L Smith and Bryan Bibbo along with special guest Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Alison Wealth Management, explore the intricacies of the holistic wealth management process through the widely acclaimed financial process, The Bucket Plan®. Their discussion offers a comprehensive look into the first, crucial step … Continue reading Episode 15: Grasping Your Financial Needs, Step 1 – Discover Part 1 →
2024-04-0130 minThe Bucket Plan® On-Demand SeriesBack to The Bucket Plan® Basics: Episode 2, DesignIs creating a financial plan for your client like putting together a long, complicated puzzle? It doesn’t have to be! Hosts Jason L Smith, CEP®, BPC, Founder and CEO of C2P and JL Smith Holistic Wealth Management, and Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and founder, CEO, and lead advisor of Alison Wealth Management, share how to design and lay out an entire financial plan on one page with The Bucket Plan®. Listen and learn how to simplify the financial planning process today!Resources:The Bucket Plan® bookThe Bucket...
2024-03-2721 minComplete Wealth Management With Dave AlisonStrategic Philanthropy: The Art of Meaningful Charitable GivingUnlock the secrets of meaningful philanthropy and ensure your generosity leaves a lasting impact. Joining me is Christopher P. Woehrle, JD, LLM, an adjunct professor of taxation at the Widger School of Law, Villanova University.Chris is a tax attorney & philanthropy expert with a heart for giving. In this episode, we explore the depths of strategic philanthropy. Chris will share his wisdom on how deliberate planning trumps impulsivity, paving the way for contributions that not only resonate with your personal values but also offer significant tax advantages. The discussion pivots from the why to the how of...
2024-03-0740 minComplete Wealth Management With Dave AlisonOptimizing Retirement and Tax-Advantaged InvestingDive headfirst into the world of taxes and chuckle along as we explore the comedic side of CPAs' March Madness—a frenzy of number crunching that rivals any basketball tournament. Our latest episode offers a spirited look at the humorous anecdotes that pepper tax season, from deductions so wild they border on mythical to the truth behind splurging for tax breaks. We also unravel the concept of tax-efficient funnels, providing savvy insights into how smart planning with 401(k)s and other financial strategies can bolster your savings and ease the burden come tax time.When it comes to...
2024-03-0256 minRainmaker Multiplier On-DemandFinancial Workshop Hosting Tips to Win More ClientsIf you’re interested in hosting educational events on topics like taxes in retirement and Social Security to generate leads, this podcast is for you! Join host Dave Alison, CFP®, EA, BPC, President and Partner at C2P, and Bryan Bibbo, AIF, NSSA, BPC, Lead Advisor and Partner at JL Smith Holistic Wealth Management as they discuss nearly everything you need to know about hosting successful workshops to win more clients. Focusing on JL Smith's innovative approach, Bibbo provides practical advice and benchmarks to consider when planning or running these events, including who to partner with and when and whe...
2024-02-2025 minComplete Wealth Management With Dave AlisonRetire with Confidence: Tackling Your Biggest FearsIn this empowering episode of The Complete Wealth Management Podcast, we delve deep into the heart of retirement planning, providing you with actionable strategies to alleviate your biggest retirement concerns. Hosted by Dave Alison, a seasoned certified financial planner, and joined by esteemed guest Conrad Levesque, CFP, CPA and David Roth, CFP, EA, both experienced retirement planners, this episode promises to be a beacon of guidance in the often murky waters of financial security.As retirement looms on the horizon, fears about financial stability, healthcare costs, and the uncertainty of the future can cast a shadow over...
2024-02-1748 minRainmaker Multiplier On-DemandHow to Generate Leads and Boost Credibility With a PodcastAlmost half of the people in the U.S. like listening to podcasts, and about 75% of them listen because they want to learn new things*. Podcasting provides a unique opportunity for financial advisors to share valuable insights and knowledge with their clients and attract even more. Join Host Matt Seitz, Chief Marketing Officer at C2P, and Dave Alison, CFP®, EA, BPC, President and Founding Partner at C2P, and CEO of Alison Wealth Management, as they discuss the benefits of podcasting for financial advisors and practical tips to get started. Sharing insights on content creation, audience engagement, and l...
2024-02-0655 minThe Bucket Plan® On-Demand SeriesImpactful Life Insurance Strategies for Financial AdvisorsFor financial professionals and clients alike, life insurance is often a misunderstood, mismanaged, and mis-sold asset. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, and special guests, Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior VP of Advanced Markets at C2P, and Walter Young, MBA RICP, Business Development Officer and financial representative at JL Smith. These three join forces for a special discussion on leveraging life insurance in financial planning, in honor of "Insure Your Love Month.” Hear personal anecdotes and professional advice from these experienced professionals on utilizing life insurance for immediate weal...
2024-02-0528 minRainmaker Multiplier On-DemandClients for Life: The Impact of Tax Planning ManagementWhen financial services are separate, it is as inconvenient for clients as it is costly to go to multiple specialists. By integrating financial, investment, insurance, and especially their taxes into one overall plan, you can provide remarkable value to your clients and your firm. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, with special guests, Jeff Warnkin, CFP, CPA, NSSA, Lead Advisor at JL Smith Holistic Wealth Management, and Scott Kaup, CFP®, of Kaup’s Financial Advisors, as they share personal anecdotes on how integrating tax strategies they learned from The Tax Management Jour...
2024-01-2929 minComplete Wealth Management With Dave AlisonDecoding the U.S. Economy's Resilience: A Q1 2024 Market Intel Report with Dave Alison | Episode 14In this episode, Dave Alison reflects on 2023 and shares our Q1 Market Intel Report. We're peeling back the layers on inflation's retreat, robust consumer spending, and a labor market that's standing strong against the odds. Dave doesn't just share the hard numbers; he brings clarity to what these trends mean for the year ahead, especially with whispers of Federal Reserve rate cuts stirring the air. Armed with historical data that spotlights the stark contrasts in stock market performance after a rate cut during recessionary and non-recessionary times, Dave guides us through the labyrinth of the stock market's r...
2024-01-1810 minRainmaker Multiplier On-DemandNavigating Financial Content Creation: Tips, Trends, & ComplianceHow can financial advisors balance the need for creativity and engagement on social media with the strict regulatory requirements set by FINRA and the SEC? In this “Coffee Break with C2P,” host Kalem Mackey, CFP®, BPC, Executive VP of Insurance Distribution and Partner, leads this important discussion with C2P team members, Dustin Anaas, Compliance Analyst, and Ericca Rivera, Paid Advertising Specialist & Social Media Coordinator, with additional insights from Dave CFP®, EA, BPC, President and Founding Partner. Collectively, they emphasize the importance of planning and pre-approval in maintaining a compliance-friendly yet engaging online presence. They also discuss the growin...
2024-01-1626 minThe Bucket Plan® On-Demand SeriesClient Communication Tips from Matt AbrahamsCommunication is critical to connecting and building trust with clients. If you can’t communicate with clients effectively, your business will suffer. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner at C2P, and communication educator and author, Matt Abrahams, to discuss the impact of effective communication. Just like the Bucket Plan® process helps simplify financial planning for your clients, Matt’s pointers can help you further translate complex financial concepts to clients effectively. Tune in to enhance your communication skills and make lasting client connections using the "What, So What, Now What" communication structure, and more!
2023-12-0525 minRainmaker Multiplier On-DemandCoffee Break with C2P: How to Provide 5-Star Client ServiceProviding quality service is a great opportunity to differentiate your firm, retain business, and stimulate referrals to fuel your practice’s growth. In fact, 84% of companies that work to improve their customer experience report an increase in their revenue.*Join host Dave Alison, CFP®, EA, BPC, founding partner and president at C2P and Alison Wealth Management, and special guests to learn the art and impact of delivering exceptional customer service in the financial advisory industry. Dave chats with , Founder and President of California Retirement Advisors, Chris Cordoba, CFP™, RFC®, CFS, as well as David Roth, CFP®, EA, BPC, Tax and...
2023-12-0430 minComplete Wealth Management With Dave AlisonSailing into an Early Retirement | Complete Wealth Management Podcast E13Ever pondered what it'd be like to trade the 9-5 grind for an early retirement? How about a life of sailing and adventure instead of sitting in front of the computer screen? That's precisely what our wealth management client's, Jayne and James, did!In this special client experience episode, I sit down with James and Jayne, who became clients of Alison Wealth Management in 2021. They sought assistance in designing and optimizing their distinctive retirement plan. We delve into their decision to exit the full-time workforce at the early age of 50 to concentrate on their passion f...
2023-11-3033 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: How High-Performing Advisors Leverage The Bucket Plan® BookTop-performing financial advisors at C2P have at least one thing in common — they leverage the Bucket Plan® book in their sales process. * Author of “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement,” and Founder and CEO of C2P, Jason L Smith, CEP®, BPC, and Dave Alison CFP®, EA, BPC, President and Founding Partner of C2P. The two share success stories using the physical and audio versions of the Bucket Plan® book in their own practices. Discover the lasting value this book that delivers stability to clients in uncertain times about their financial future reg...
2023-11-2128 minComplete Wealth Management With Dave Alison21 Strategic Year End Tax Moves | Episode 12Welcome to The Complete Wealth Management's podcast, where tax experts and Certified Financial Planners Dave Alison, Conrad Levesque and David Roth unpack "21 Strategic Year-End Tax Moves" for to help build your wealth. Join us as we navigate key actions to optimize your tax situation before the year concludes.👉 Maximize retirement contributions, seize Roth IRA opportunities, and leverage triple tax benefits with HSA contributions. 👉 Explore opportunities like the Mega Backdoor Roth and strategic stock sales. 👉 Consider charitable giving optimization and explore tax-efficient gifting. 👉 Ensure property tax deductions, cost segregation for property owners, and explore Qual...
2023-11-1655 minComplete Wealth Management With Dave AlisonExploring the Five Pillars of Holistic Wealth Management | Episode 11Step into the world of finance as we sit down with Alison Wealth's newest team member, Conrad Levesque, CFP®, CPA, BPC, a seasoned professional who has been navigating the intricate labyrinth of the finance industry since he was a mere 16 years old. Conrad’s journey is an intriguing one and brings a fresh perspective to our show. Join us as we unravel the concept of holistic wealth management, a principle that has over time shaped the foundation of our practice. Listen as we bring to light five pillars that serve as the backbone of our approach and dis...
2023-10-2756 minComplete Wealth Management With Dave AlisonLessons from Q3 Market Performance and Q4 Market Intel | Episode 10In this episode, we will recap the stock market performance in Q3 of 2023 and talk about the 3 key themes on the minds of investors as we head into Q4 2023 during our market intel report.We will discuss...👉 Why haven't higher rates caused the economy to slow more?👉 What might come next for interest rates?👉 Is now a good time to consider adding fixed income to portfolios?For more episodes of our podcast, visit:https://www.alisonwealth.com/podcastTo learn more about Alison Wealth Management, please visit our...
2023-10-2019 min
A Woman's Clarity®Coffee Break with C2P: Demystifying Financial Planning for Families With Special NeedsSo many lives are touched by someone with special needs. These families require advanced financial plans and considerations to ensure their affected loved ones will remain well cared for and financially supported through the unique challenges they may face. In this coffee break episode, Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, and guest Betsy Larson, WMCP®, of Special Needs Advanced Planning, discuss how to help financial advisors approach and navigate this sensitive topic with their clients. You’ll also hear great questions from Dave Alison, CFP®, EA, BPC, Partner and President at C2P, inquiring about what...
2023-10-0328 minThe Bucket Plan® On-Demand SeriesCoffee Break with C2P: Demystifying Financial Planning for Families With Special NeedsSo many lives are touched by someone with special needs. These families require advanced financial plans and considerations to ensure their affected loved ones will remain well cared for and financially supported through the unique challenges they may face. In this coffee break episode, Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, and guest Betsy Larson, WMCP®, of Special Needs Advanced Planning, discuss how to help financial advisors approach and navigate this sensitive topic with their clients. You’ll also hear great questions from Dave Alison, CFP®, EA, BPC, Partner and President at C2P, inquiring about what...
2023-10-0228 minComplete Wealth Management With Dave AlisonCash vs Loan: Deciphering the Tradeoffs | Episode 9In this episode of The Complete Wealth Management Podcast, join host Dave Alison, CFP, EA, alongside financial advisors and tax experts David Roth, CFP, EA, and Conrad Levesque, CFP, CPA as we dive deep into one of life's most crucial financial decisions. Should you pay cash or take out a loan for major purchases? In this episode, we discuss:👉The case for paying cash👉The power of leverage with loans👉The key factors that influence the decision between cash and loans👉Real-life examples of clients who have faced this decision👉Common misconceptions a...
2023-09-2849 minComplete Wealth Management With Dave AlisonDemystifying Stock Options | Episode 8In this episode of The Complete Wealth Management Podcast, join host Dave Alison, CFP, EA, alongside financial advisor and tax expert David Roth, CFP, EA, as they demystify the world of stock options. Delve into the intricate details of incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock units (RSUs), and performance stock units (PSUs). Gain invaluable insights into the benefits, tax implications, and strategic approaches for each type of stock option. Whether you're a seasoned investor or new to the financial landscape, this episode offers practical advice and expert perspectives to hel...
2023-09-0843 minRainmaker Multiplier On-DemandStrategies of Top-Performing Financial AdvisorsComing to you from the 2023 Mastermind Collegium in Cleveland, Jason L Smith, Founder & CEO of C2P, talks with the top four advisors on the C2P leaderboard in this panel. John Del Greco, founder of Del Greco Tax & Insurance Group; Dave Alison, CFP®, EA, BPC, President and Co-Founder of C2P; Jeannette Bajalia, Founder of Petros Financial Group & A Woman’s Worth; and Bryan Bibbo, AIF, NSSA, BPC, Partner at JL Smith; share the personal and professional strategies helping them close more business.
2023-08-0234 minComplete Wealth Management With Dave AlisonQ3 Market Intel Report | Episode 7In this episode, Dave Alison will reflect on the first half of 2023 stock market performance, but more importantly, talk about what's going on in investors' minds as we look at the second half of the year.The three major themes we discuss are:👉What contributed to the resiliency of the economy and markets in the first half of 2023?👉Has the Fed done enough to address inflation?👉Will the economic strength continue in the second half of 2023?To download the slides referenced in this episode, please click here:http://bit.ly/Q3...
2023-07-1916 minRainmaker Multiplier On-DemandCoffee Break with C2P: How to Motivate Clients to Move All their Money to YouWhat can you do as an advisor if a client doesn’t want to move all their money to you? Show them the consequences if they don’t. Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, talks with Scott Kaup, CFP®, of Kaup’s Financial Advisors, about simple ways you can get your clients to understand the value of you as a holistic advisor who can keep their financial goals on track while mitigating their lifetime taxes and more. Listen now! Check out the resources from this episode below, as well as a link to the YouT...
2023-06-0131 minComplete Wealth Management With Dave AlisonQ2 Market Intel Report | Episode 6In this episode, Dave Alison will reflect on the first quarter of 2023 stock market performance, but more importantly, talk about what's going on in investors' minds as we look at the second quarter and what the remainder of 2023 can bring.The three major themes I discuss are:👉Are we nearing the end of the fight against inflation?👉How will the Fed balance inflation with emerging financial instability?👉What are the potential outcomes for the U.S. economy in 2023?To download the slides referenced in this episode, please click here:bit.l...
2023-04-2817 minThe Bucket Plan® On-Demand SeriesThe Mind and the Market with Dr. Daniel CrosbyIn 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 Crosby, Chief Behavioral Officer at Orion. They discuss Dr. Crosby's presentation "The Mind and the Market" and dive into how advisors think, how to help clients navigate the volatility in the market, and how to manage and maximize their investments. Dave and Dr. Crosby also discuss the behavioral aspect of The Bucket Plan and how emotions tie into the process.
2023-04-1731 minComplete Wealth Management With Dave AlisonMegatrend Investing with Jeff Spiegel | Episode 5The modern world is changing at the speed of innovation, transforming the way we live and work. We see this change, and the pull of the future, through megatrends – powerful, transformative forces that can change the trajectory of the global economy by shifting the priorities of societies, driving innovation and redefining business models.In this episode, Dave Alison is joined by Jeff Spiegel, US Head of iShares Megatrend ETFs at BlackRock and they discuss megatrend investing.For more episodes of our podcast, visit:https://alisonwealth.com/resources/the-complete-wealth-management-podcastTo learn mor...
2023-04-1228 minThe Bucket Plan® On-Demand SeriesMastermind Session: Tax Policy UpdateIn this special edition of the Bucket Plan On-Demand podcast, we're giving you a sneak peek of our exclusive Mastermind Collegium and sharing a tax policy update from the event! Dave Alison, CFP®, EA, BPC spoke to advisors in attendance and discussed all things taxes: What policies did and did not become law in 2022, and what's to come in 2023 with new numbers, tax rates, ideas, and strategies.
2023-03-0916 min
The Intrinsic Value Podcast - The Investor’s Podcast NetworkMI251: Mastering Your Money w/ Dave AlisonRebecca Hotsko chats with Dave Alison. In this episode, they discuss the 3 accounts we can funnel our money into and which investments we should ideally hold in each account, what problems can arise later on from having most of your wealth tied up in pre tax accounts, what are some other tax deductions we can create beyond putting money into tax deferred accounts, and much more! Dave Alison, CFP®, EA, BPC, is a financial planner and entrepreneur and is the lead trainer and a founding partner of Clarity 2 Prosperity where Dave serves as a me...
2023-01-2455 minComplete Wealth Management With Dave Alison2022 Stock Market Recap & 2023 Market & Economic Outlook | Episode 4In this episode, we will discuss the challenges of investing in 2022 as well as our market & economic outlook for 2023. We will discuss...👉 How the lingering impacts from Covid, geopolitical events, record surging 40-year high inflation, and an unprecedented interest rate hike by the Fed have impacted the stock & bond market.👉 What falling inflation means for Fed policy and interest rates.👉 Will the U.S. economy fall into a recession?👉 Could a Fed pause bring relief for stocks?...and how your response to volatility matters now more than ever.
2023-01-2029 min