15 episodes

Learn the strategies and techniques used by high net worth individuals to grow and protect their wealth. In this podcast, Dave invites top professionals to talk about investing, financial planning, protection planning, tax management, and estate planning. In addition to the money talk, Dave and his guests will have some fun talking about lifestyle, travel, tech and unique experiences to make life better!

Complete Wealth Management With Dave Alison Dave Alison, CFP®, EA, BPC

    • Business
    • 5.0 • 5 Ratings

Learn the strategies and techniques used by high net worth individuals to grow and protect their wealth. In this podcast, Dave invites top professionals to talk about investing, financial planning, protection planning, tax management, and estate planning. In addition to the money talk, Dave and his guests will have some fun talking about lifestyle, travel, tech and unique experiences to make life better!

    Retire with Confidence: Tackling Your Biggest Fears

    Retire with Confidence: Tackling Your Biggest Fears

    In 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 what should be a golden period of life. However, armed with the right knowledge and proactive measures, you can transform those fears into confidence and assurance.

    Throughout this insightful discussion, the team at Alison Wealth will explore a myriad of topics, including turning assets into retirement income, strategic investment approaches to safeguard your nest egg, and savvy tips for navigating the complexities of healthcare in retirement.

    Moreover, they delve into the psychological aspects of retirement planning, addressing common anxieties and offering practical advice on how to cultivate a mindset of abundance and security.

    Whether you're nearing retirement age or just beginning your journey towards financial independence, this episode is an invaluable resource that will equip you with the tools and strategies needed to eliminate your biggest retirement concerns and pave the way for a fulfilling and prosperous future. Tune in now and embark on the path to a worry-free retirement!

    The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

    Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
    All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

    • 48 min
    Decoding the U.S. Economy's Resilience: A Q1 2024 Market Intel Report with Dave Alison | Episode 14

    Decoding the U.S. Economy's Resilience: A Q1 2024 Market Intel Report with Dave Alison | Episode 14

    In 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 response to interest rate tweaks.

    Lastly, as the presidential election looms over us with its aura of uncertainty, Dave dissects the potential impacts—or lack thereof—on the economy and your investments. This is your gateway to understanding the subtle yet significant shifts that could shape your financial future in 2024.

    The three major themes discussed are:
    👉 The state of the U.S. economy and what's ahead
    👉 What the start of rate cuts could mean for markets
    👉 The potential market impact of the presidential election

    For more episodes of our podcast, visit:
    https://www.alisonwealth.com/podcast or find us on your favorite podcast player here: https://completewealthmanagement.buzzsprout.com/share

    To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com

    The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

    Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
    All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

    • 10 min
    Sailing into an Early Retirement | Complete Wealth Management Podcast E13

    Sailing into an Early Retirement | Complete Wealth Management Podcast E13

    Ever 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 for travel and sailing.

    As we sail along with them in our conversation, you'll hear their journey - James, a former Meta (Facebook) Engineering Director and Jayne, who was in marketing at Stanford University shed light on:

    👉 Early retirement decisions

    👉The qualitative & quantitative aspects of their decision-making process

    👉 Leaving the workforce during peak income-earning stage of life.

    If you are considering an If you are considering an early retirement, or just looking for inspiration on pursing your passion, check this episode out! retirement, check this episode out!

    For more episodes of our podcast, visit:
    https://www.alisonwealth.com/podcast or find us on your favorite podcast player here: https://completewealthmanagement.buzzsprout.com/share

    To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com

    The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

    Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
    All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

    • 33 min
    21 Strategic Year End Tax Moves | Episode 12

    21 Strategic Year End Tax Moves | Episode 12

    Welcome 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 Qualified Opportunity Zones.
    👉 Fine-tune your withholdings, evaluate stock options, and review paycheck withholdings.

    Whether it's tax loss harvesting, maximizing 529 plans, or prepaying property taxes, we've got you covered.

    Tune in for a concise guide to make the most of your financial resources before year-end!

    For more episodes of our podcast, visit:
    https://www.alisonwealth.com/podcast or find us on your favorite podcast player here: https://completewealthmanagement.buzzsprout.com/share

    To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com

    The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

    Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.


    All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

    • 55 min
    Exploring the Five Pillars of Holistic Wealth Management | Episode 11

    Exploring the Five Pillars of Holistic Wealth Management | Episode 11

    Step 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 discusses how these can positively influence high net worth and ultra-high net worth families. As the conversation progresses, we delve into the crux of coordinated wealth management and the need for a more synergistic approach among professionals from different fields such as financial advisors, investment advisors, tax advisors, business advisors, insurance agent and attorneys. We will also give you a quick assessment to rank the execution of holistic wealth management in your own personal financial lives.

    In the latter part of our discussion, we spotlight the value of having a personalized financial plan. With an emphasis on  the benefits of the bucket plan, our bespoke strategy designed to provide retirement income, long-term growth, and legacy planning. We also touch on the vital role of asset management and protection planning, while exploring the cost-benefit of transferring liability to an insurance company or self-insuring. Don’t miss out on this insightful episode as we uncover the many layers of wealth management and financial planning.

    For more episodes of our podcast, visit:
    https://www.alisonwealth.com/podcast or find us on your favorite podcast player here: https://completewealthmanagement.buzzsprout.com/share

    To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com

    The information provided in this podcast is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.
    Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
    All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

    • 56 min
    Lessons from Q3 Market Performance and Q4 Market Intel | Episode 10

    Lessons from Q3 Market Performance and Q4 Market Intel | Episode 10

    In 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/podcast

    To learn more about Alison Wealth Management, please visit our website at: https://alisonwealth.com

    The information provided in this presentation is not intended to be individual investment advice or legal advice.  The information provided is for informational and training purposes only.

    Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC at www.adviserinfo.sec.gov. The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
    All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

    • 19 min

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