The Bucket Plan® On-Demand Series
Join C2P leaders Jason L Smith and Dave Alison as they step into the hosting chair and interview top financial industry professionals and advisors.
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Recent Episodes
Communicating Financial Planning Concepts
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...
Coffee Break with C2P: Using Home Equity in a Holistic Plan
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...
Coffee Break with C2P: The Evolution of FIAs
On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, we discuss utilizing Fixed Indexed Annuities as an alternative...
The 5th Option with Walter Young
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...
Coffee Break with C2P: The SECURE Act Updates with Special Guest Ed Slott
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 &...
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