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
Bulletproofing Your Bucket Plan to Withstand Market Volatility
The Bucket Plan® strategy — a time-segmented approach that organizes assets into Now, Soon, and Later buckets — can provide both financial security...
Reframing Life Insurance: From Protection to Strategic Asset Class
Life insurance is often misunderstood, mismanaged, and mis-sold, yet it remains one of the most powerful tools in comprehensive financial planning....
The Fourth Bucket: Longevity Planning for Female Clients
Upgrade your retirement planning with strategies built for longer lifespans. Join host Kirsten Schlumbohm, Vice President and head of Annuity Sales...
Succession Planning: Empowering the Next Generation of Financial Advisors
Most financial advisory firm owners plan on an internal succession, but many delay the planning process, losing out on substantial profits and time...
Financial Clarity for Women Through Bucket Planning
How can advisors better support women in achieving financial confidence—especially during times of transition? Join host Kirsten Schlumbohm,...
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