The Bucket Plan® On-Demand Series

Life insurance is often misunderstood, mismanaged, and mis-sold, yet it remains one of the most powerful tools in comprehensive financial planning. Join host Dave Alison as he interviews Dave Buckwald, founder and CEO of OneTeam Financial and partner at C2P, who shares his deeply personal journey shaped by the tragic events of 9/11. With over 30 years of experience guiding individuals, families, a...

Upgrade your retirement planning with strategies built for longer lifespans. Join host Kirsten Schlumbohm, Vice President and head of Annuity Sales at C2P, as she interviews Jeannette Bajalia, a senior wealth manager at JL Smith Holistic Wealth Management with nearly two decades of experience specializing in elder care life transition planning. Learn how Jeannette adapted the traditional three-buc...

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 immediately and in the long run. Host Kirsten Schlumbohm, BPC, Vice President of Annuity Sales at C2P, and special guest, Kathryn, “Kem” Taylor, CBEC™, consultant at FP Transitions, team up to discuss the critical topic of timely succession...

How can advisors better support women in achieving financial confidence—especially during times of transition? Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, for a heartfelt and tactical discussion with Grace Nicholson, founder of Akamai Advisors, and Lisa Chenet, financial fiduciary and advisor at CLP Financial Group. Together, they share practical strategies for g...

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 Alison and Jason L Smith, reveal their proven playbook for turning market volatility from a practice threat into a potential growth opportunity. Discover how The Bucket Plan® gives clients the confidence to stay the course during uncertain time...

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 concerns during periods of economic transition and policy change. From the potential impact of tariff policies to the concentration risk of tech giants, their conversation offers clear insights for financial advisors to help their clients navigate...

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, President and CEO of Hammer Financial Group, who shares his expertise in client communication developed over his 20+ years in the industry. Hear how Hammer uses The Bucket Plan® to translate complex financial concepts into clear, relatable lang...

Discover how to help your clients navigate the complex world of equity compensation and stock options with guidance from Greg Dillon, Principal and founding partner at OneTeam Financial and C2P Partner. Host Dave Alison explores critical strategies for leveraging stock options, managing tax implications, and avoiding common pitfalls that can cost clients millions in unnecessary taxes. Learn to dis...

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 guest host, Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, sits down with Stoyan Petev, CFA, CFP®, CLU, ChFc, Senior Vice President of Advanced Markets at C2P, and Walter C. Young III, national speaker and author. While Petev...

Divorce made simple sounds like an oxymoron but it’s possible with financial and emotional guidance! Host Kirsten Schlumbohm lets special guest, Amy Colton, MBA, CDFA, financial advisor and CEO and founder of Your Divorce Made Simple, explain how in this comprehensive episode. Amy shares her journey from the technology and aesthetics industries to becoming a financial advisor and divorce mediator....

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, Vice President, Head of Annuity Sales at C2P, as she welcomes father-daughter financial advisory duo Tim Bogart, CLU, CHFC, LIC, AIF®, and, Betsy Larson, WMCP®, BPC of Comprehensive Planning Strategies. Together, they discuss their real-wor...

Discover 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 Secur...

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 an insightful discussion with Carrie Kerskie, author, and president of Kerskie Group LLC, on protecting sensitive client data and preventing digital fraud. As a licensed private investigator providing identity fraud and cyber threat risk ma...

Want 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 sta...

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 in...

Only 36% of Generation Z consider themselves financially literate. Fortunately, there are resources and programs available for these younger generations to improve their net worth and avoid the pitfalls that come from a lack of financial education and guidance. Join guest host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, with guest Joe'Mar Hooper, CEO of 3rd Decade, as they ex...

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 guest Dr. Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA), for an insightful discussion on investment fundamentals and market dynamics. Informally known as the "Secretary of Explaining Stuff," Lupescu breaks down complex inves...

For many women, Social Security represents their largest retirement asset. Join host Kirsten Schlumbohm and guests Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head of Security Planning at OneTeam Financial, and Julie Manning, RICP®, CFF, a top advisor at C2P and the founder and CEO of Keystone Wealth Management, as they unveil essential strategies for maximizing Social Security benefits for women. Lea...

Discover 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 Da...

Discover how leveraging simple analogies and relatable examples can transform your client communication and help prospects better understand the value of financial planning. Join host Dave Alison as he sits down with Greg Hammer, CEO and President of Hammer Financial Group, as they break down core communication strategies essential to implementing The Bucket Plan® process effectively. Resources: T...

Transform Social Security from a basic retirement benefit into a powerful planning tool with advanced COLA strategies and creative applications. Join host Kalem Mackey, CFP®, BPC, as he interviews Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, Head of Social Security Planning at One Team Financial, for an in-depth discussion on maximizing your clients’ Social Security benefits. Learn about the 2.5% COLA...

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 Bibbo, AIF, NSSA, BPC, President and CFO of JL Smith Holistic Wealth Management as they explore the Deliver phase of The Bucket Plan® process. Learn practical strategies for presenting comprehensive plans, organizing client documents through t...

How might the 2024 presidential election affect your clients' finances and their emotional response to market volatility? Join guest host Kalem Mackey, Executive VP at C2P, and Dave Alison, President and Founding Partner at Prosperity Capital Advisors, as they discuss proven strategies for guiding clients through election-year uncertainty. Learn how historical market data, proactive communication,...

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 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 Qua...

Are your clients concerned about dropping interest rates? Discover how to optimize short-term assets in a challenging interest rate environment. Join guest host Stoyan Petev, CFA, CFP®, CLU, ChFc, and industry guests, Greg Hammer, President and CEO of Hammer Financial Group, and Charlie Ehrenfried, CFP®, CLU, ChFC, RICP, CASL, Owner and Wealth Manager at Retirement Matters. Learn how to address cl...