The Bucket Plan® On-Demand Series

In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, We discuss tax management and its impact on business, share real world stories from clients, and give our takeaways from the Tax Management Journey® training. Barista Dave Alison, President | Founding Partner of C2P, is joined by Glen Pier, Founder & President of Infinity Wealth Management, and Walter Young MBA, RICP®, Founder of the 5th Option.

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 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.

In 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.

In this special edition of the Bucket Plan On-Demand podcast, we're giving you a sneak peek of our exclusive Mastermind Collegium and sharing our Top 5 Roundtables! Listen as Ivy Pierson, CEP, MBA, of Pierson Wealth Management, and Joe Salerno of Salerno Financial Group, share how The Bucket Plan® can simplify asset allocation for clients. They also discuss the products and strategies that they use within The Bucket Plan, so tune in!

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 author, attorney, and President of Insurance Education Advisors, Harley Gordon. He is a nationally recognized authority on long-term care issues. Gordon's book, The Conversation, was written to help advisors and families facilitate a discussion around the uncomfortable subject of extended care.

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 Greg Hammer, President of Hammer Financial Group, and David Roth, EA, Tax & Wealth Advisor at Alison Wealth Management. They discuss strategies to support your firm and communicate with your clients.

In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, Jennifer Mackert, Chief Operating Officer, interviews the top 2 advisors at C2P Enterprises: Bryan Bibbo of JL Smith and Dave Alison of Alison Wealth Management. They share first-hand advice, like how to ask for and receive the right kinds of referrals from your existing clients. Tune in to hear the entire conversation!

In this edition of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Matt Seitz, the CMO of JL Smith Wealth & Tax Planning, and Greg Dillon, CFA®, CFP®, CLTC® Managing Partner of One Team Financial LLC. They discuss different strategies to educate and communicate with clients throughout the financial planning process.

In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, host Dave Alison is joined by Kellan Brown and Stephen Resch from Finance of America Reverse for our topic: Using Home Equity in a Holistic Plan. Tune in to learn how to help clients utilize their mortgage equity to further their holistic goals.

On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, we discuss utilizing Fixed Indexed Annuities as an alternative when bonds aren't yielding the desired results. Tune in to hear how advisors keep their clients happy during times of high volatility.

Do your clients worry about their future and the state of their retirement? The number one concern we hear from our clients is that they will outlive their money. Listen to our high-level discussion on longevity planning with the Author of The 5th Option, Walter Young. The 5th Option is the must-read book for anyone determined to find practical and sensible solutions for a stress-free retirement. It outlines retirement philosophies and why many fall short over time.

On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, we're joined by special guest Ed Slott, CPA, Founder & CEO of Ed Slott and Company! Tune in as we discuss legislation updates to the SECURE Act in 2022.

On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, our panel of experts discuss the challenges within The Bucket Plan, how to work through them, and help your clients. Tune in!

We all worry about retirement and taking care of our family when the time comes. How can you generate a significant cash value in retirement, tax-free? The answer is with an Indexed Universal Life (IUL) insurance policy! Listen as Dave Alison and Marc Lauffenburger, Director of Life Sales at Magellan Financial & Insurance Services Inc., discuss IULs and how they can ease your clients' minds about the future.

Greg Hammer is a Yale graduate who has spent the last decade with C2P learning to simplify the financial planning process and communicate with clients. Listen as he and host Dave Alison break down proven metaphors and relatable examples you can start using right away to help your customers better understand the role of a financial advisor and the benefits of working with one.

Dave Alison and Kalem Mackey of C2P Enterprises discuss utilizing a fixed index annuity as a bond alternative and its ability to help derive efficient income, eliminate the sequence of returns risk and to protect the income that retirees need. Learn how to bring fixed index annuities into your clients' financial plan today!

What are you doing to help your clients secure their long-term retirement happiness? Do they have lifetime income? Dave Alison and Kalem Mackey of C2P and Walter Young, President of One Strategic Capital, Inc., discuss four new and important ways to rethink annuities as a critical piece of a holistic retirement plan.

As a financial advisor, there's always at least one topic at the top of your mind, and that's winning more assets under management. Take a peek behind our exclusive Mastermind Collegium as we dive into how you can use analogies to help gather assets, teach your clients so they can make more informed decisions and how you can meet and exceed expectations of Alpha. Get started today!

Stop wasting time and energy trying to collect and organize your client's documents! In this episode, Dave Alison and Carl Smith talk about The Family Estate Organizer, or FEO, and how it can benefit your practice and clients. You'll get insight on how to build trust and rapport, uncover hidden or forgotten assets and how to prepare for long-term planning - get started today!

Clarity 2 Prosperity has partnered with Retirement Analyzer software to provide an exclusive The Bucket Plan® edition to our advisors! Listen as we share details on this exciting tool and how it can help provide financial plans that are simple to create and easy for your clients to understand - all while growing your business in the process. Get started today!

What can The Bucket Plan® do for your business? Listen as top advisor Greg Hammer of Hammer Financial shares his success story. You'll hear details on his evolution as well as how the Bucket Plan's 4-Step process and its Concepts & Tools has helped his practice generate over $40 million in new client assets each of the last four years!

We'll cut to the chase: It's time for you to monetize your wisdom as a financial advisor and charge planning fees for your services. Listen as advisor DC Chamberlin shares his journey and how he went from reluctance to now charging the most in the C2P organization. You will also discover why it is important to first gain your clients trust, how to sell the process vs. the product and you'll learn about several different ways to charge planning fees. Get started on growing your business today!

The financial game is changing - what are you doing to stand out and rise above the competition? Listen as Jason L Smith and Dave Alison share a proven 4-step process that simplifies financial planning. You'll get an in-depth look at the steps, its infrastructure and see how to bring clarity to the services you provide - and clarity for your clients as they embark on their retirement journey. Get started today!

  As a financial advisor, it's important for you to keep your foot on the gas and help your clients. Listen as Dave Alison and wealth advisor Tim Clairmont dig into the importance of Life Insurance and its long-term care opportunities. You'll also hear tips on how to have the conversation, which products to use and how it all ties together within The Bucket Plan® - get started on growing your business today!  

After a recent training, Jason L Smith had a breakthrough revelation - most advisors who use The Bucket Plan use the concepts before they start using the tools - so a new framework was born. Listen as Jason and Dave Alison discuss The Bucket Plan Best Interest Process. You will also hear about each concept and tool and their place in the innovative structure. Get started on growing your business today!

Bucket planning is about more than just bucketing! Listen as Jason L Smith, Dave Alison and retirement expert Jamie Hopkins discuss three different strategies to use when filling the "Soon" Bucket. You will also hear about the real power of The Bucket Plan® as a communication tool - get started on growing your practice today!