The Bucket Plan® On-Demand Series

Recent Episodes

Financial Advisors Guide to Serving Gray Divorce Clients

Posted August 6, 2025 • 00:30:16

Gray divorce rates among Americans over 50 have surged from 8.7% in 1990 to 36% by 2019*, creating unique financial planning challenges that require...

One Big Beautiful Bill: Tax Law Changes & Strategies for Advisors

Posted July 16, 2025 • 00:31:23

The One Big Beautiful Bill (OBBB) represents the most significant tax planning opportunity since 2017, and advisors who understand it will have a major...

Permission to Spend: Rethinking Legacy Planning for Child-Free Clients

Posted July 9, 2025 • 00:24:04

Discover how to reframe legacy planning, estate strategies, and wealth management for clients without children. Join host Kirsten Schlumbohm, Vice President...

Proven Financial Advisor Referral Strategies from Masters of the Craft

Posted July 2, 2025 • 00:31:30

Transform your practice from referral-hoping to referral-generating with battle-tested strategies from two industry legends. Discover why referred prospects...

The Future of Wealth Management Part 2: Personal, Efficient Operations

Posted June 25, 2025 • 00:20:41

Technology continues to reshape client expectations in wealth management, with consumers comparing advisory firms to companies like Amazon and Coinbase...