The Bucket Plan® On-Demand Series

Recent Episodes

Top Ways to Make Your Plan Deliverable Meeting More Effective

Posted February 14, 2020 • 00:24:24

You’ve had several meetings with your clients, gathered their financial information and developed a retirement plan – now it’s time to...

Designing your Client's Bucket Plan®

Posted December 13, 2019 • 00:22:09

Is creating a financial plan for your client like putting together a long, complicated puzzle? Don't let it be! Hosts Jason L Smith and Dave Alison...

Protect Your Clients from Market Volatility

Posted October 24, 2019 • 00:28:41

Hosts Jason L Smith and Dave Alison discuss the Volatility Tolerance Analysis and how it can be an invaluable tool when building a financial plan....

Tom Hegna

Posted October 1, 2019 • 00:24:25

Tom Hegna, economist, author and retirement expert joined Dave Alison for a special episode of The Bucket Plan® podcast! Listen as Tom shares the optimal...

The Cash Flow Analysis

Posted August 30, 2019 • 00:28:53

Hosts Jason L Smith and Dave Alison discuss the Cash Flow Analysis and how you can design a suitable financial plan for your client without going through...