The Bucket Plan® On-Demand Series

Recent Episodes

Protecting Clients' Retirement from Rising College Costs

Posted February 25, 2026 • 00:38:33

College costs are quietly becoming one of the most significant threats to your clients' retirement security and advisors aren't having this conversation...

401(k) Match Alternatives: Planning Strategies for High-Earning Clients

Posted February 4, 2026 • 00:28:10

When employers cut 401(k) matching, your high-earning clients face a critical planning moment. Help them adapt by learning how to audit their complete...

M&A Communication: Guiding Clients Through Advisory Transitions Part 2

Posted January 21, 2026 • 00:20:51

Business owner clients face unique challenges when selling their companies, and advisors play a critical role in guiding them through mergers and acquisitions...

M&A Communication: Guiding Clients Through Advisory Transitions Part 1

Posted January 7, 2026 • 00:19:51

Whether your clients are selling their businesses or you're navigating a merger and acquisition (M&A) transition in your own firm, the communication...

Advising in the Age of AI: How Clients Use It and How You Can Too

Posted December 10, 2025 • 00:28:13

ChatGPT and other AI tools regularly get financial advice wrong, but your clients don't always know that. What do you do when they bring you analysis...