The Bucket Plan® On-Demand Series

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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!

  1. 1 DAY AGO

    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 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:* The Bucket Plan®  (https://thebucketplanbook.com/)book* The Bucket Plan®  (https://audible.com/pd/The-Bucket-Plan-Audiobook/B0CGKVMKB3)audiobook* The Bucket Plan® 1.0 (https://clarity2prosperity.com/simplify-the-financial-planning-process/)Training* The Bucket Plan® 2.0 (https://clarity2prosperity.com/financial-holistic-process-training/) Training

    24 min

  2. NOV 14

    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 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 increase for 2025, discover advanced planning strategies for high-net-worth clients, and understand how to integrate Social Security planning into your holistic financial practice. From leveraging spousal benefits to creating tax-efficient retirement income streams, this episode provides actionable insights for advisors looking to enhance their Social Security planning expertise.Resources:* Mastermind Collegium Appearance Referenced: Debunking Social Security Myths: How to Help Clients Maximize Their Benefits│Part 1 (https://c2penterprises.com/bucket-plan-on-demand/debunking-social-security-myths-part-1/)* Software Referenced: Social Security Solutions (https://www.socialsecuritysolutions.com/)* Certification Mentioned: NSSA (National Social Security Advisor (https://nationalsocialsecurityassociation.com/)* Government Resources: Social Security Administration (https://www.ssa.gov/)Statistics:* 2025 COLA increase: 2.5% (https://www.ssa.gov/cola/)* 20-year average COLA: approximately 2.5% (https://seniorsleague.org/https-seniorsleague-org-press-brief-9-11-2025-cola-projection-is-2-5/#:~:text=While%202.5%25%20is%20lower%20than,high%20as%208.7%25%20in%202023.)* Previous COLA increases from 2022-present (https://www.ssa.gov/oact/cola/colaseries.html)

    27 min

  3. OCT 30

    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 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 the Family Estate Organizer, and implementing tax-efficient retirement strategies. From communicating the three phases of retirement to maintaining fee transparency, this episode provides the framework you need to confidently deliver financial plans that create substantial value for your clients. Tune in to transform your client delivery process and drive better outcomes.Resources:* Previous episodes referenced: Step 1, Discover (https://c2penterprises.com/bucket-plan-on-demand/simplify-step-1-discover/), Step 1, Discover Part 2 (https://c2penterprises.com/bucket-plan-on-demand/simplify-step-1-discover-part-2/), Step 2, Design (https://c2penterprises.com/bucket-plan-on-demand/simplify-step-2-design/)* Book Referenced: The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement (https://thebucketplanbook.com/)* Training Referenced: The Bucket Plan® 1.0 (https://clarity2prosperity.com/simplify-the-financial-planning-process/)

    20 min

  4. OCT 23

    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, 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, and The Bucket Plan® philosophy can help maintain client confidence regardless of election outcomes. Discover practical approaches to portfolio diversification, tax planning opportunities, and managing concentration risk in today's market. Whether your clients lean left, right, or center, this episode provides valuable insights on maintaining trusted advisor relationships while helping clients stay focused on their long-term financial goals during politically charged times.Resources:* Analytics Platform Referenced: Kwanti (https://kwanti.com/)* Market Research Referenced: Dimensional Fund Advisors' studies on presidential market returns (https://www.dimensional.com/us-en/insights/bulls-bears-and-ballots-when-looking-at-politics-and-markets-think-long-term)* Client Communication Platforms Referenced: Loom, (https://www.loom.com/) BombBomb (https://bombbomb.com/) Statistics:* Stock market has historically returned about 10% per year on average (https://www.businessinsider.com/personal-finance/investing/average-stock-market-return)* Government Spending is 40% over budget in previous 12 months (https://usafacts.org/state-of-the-union/budget/)

    42 min

  5. OCT 17

    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 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 nuances of international giving. Tune in to enhance your charitable planning expertise and guide clients through tax-efficient giving decisions that align with their overall financial goals.

    27 min

  6. OCT 10

    Navigating the Now Bucket in a Low-Interest Environment

    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 client concerns about dropping interest rates, reinforce The Bucket Plan® Philosophy, and explore various strategies for the Now Bucket, including CDs, money markets, and short-duration bonds. Dive into techniques for balancing liquidity needs with yield potential, educating clients on the purpose of the Now Bucket, and incorporating tax considerations into your planning. Tune in to enhance your short-term planning strategies and learn how to communicate effectively with clients about their Now Bucket in any market condition.Resources:* Financial planning process referenced: The Bucket Plan® philosophy

    25 min

  7. OCT 2

    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, BPC, President and CFO of JL Smith Holistic Wealth Management as they explain the 'design' phase of The Bucket Plan® holistic wealth management process. Learn how to organize client information, analyze financial positions, and educate clients on key concepts like the Now, Soon, and Later bucket framework. Discover valuable tools such as the Family Estate Organizer and Volatility Tolerance Analysis, and gain insights on using the Pyramid of Risk to tailor investment strategies. Tune in to elevate your planning process and build stronger, long-lasting client relationships with these proven strategies.Resources:* Previous Episode (https://c2penterprises.com/bucket-plan-on-demand/simplify-step-1-discover-part-2/)* Book Referenced: The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement (https://thebucketplanbook.com/)* Training Referenced: The Bucket Plan® 1.0 (https://clarity2prosperity.com/simplify-the-financial-planning-process/)

    35 min

  8. SEP 26

    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 host Matt Seitz and Gary Pelfrey, Director of Business Development at JL Smith Holistic Wealth Management, as they unravel the intricacies of Medicare supplement plans. Learn how to differentiate between Medicare parts and plans, debunk common misconceptions, and understand the crucial differences between Medicare Advantage and Supplement options. Whether you're new to Medicare planning or looking to enhance your expertise, tune in to learn how to use these conversations and strategies to generate new leads and better serve your existing clients.Resources:* Training Referenced: The Bucket Plan® 1.0 (https://clarity2prosperity.com/simplify-the-financial-planning-process/)* Medicare workshops mentioned: American Financial Education Alliance (AFEA) (https://www.myafea.org/)C2P Advisors Only* Mentor Call portal referenced: MentorConnect (https://www.c2pmentorconnect.com/) Statistics:* 95% of doctors throughout the United States accept original Medicare as payment (https://www.kff.org/medicare/issue-brief/most-office-based-physicians-accept-new-patients-including-patients-with-medicare-and-private-insurance/)

    27 min
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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!

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