The Bucket Plan® On-Demand Series

Recent Episodes

The Mind and the Market with Dr. Daniel Crosby

Posted December 26, 2024 • 00:30:26

In this episode of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®️, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with...

Serving The Next Generation: Teaching Young Adults Financial Literacy

Posted December 18, 2024 • 00:34:39

Only 36% of Generation Z consider themselves financially literate. Fortunately, there are resources and programs available for these younger generations...

The Evolution of Investing: Time-Tested Strategies from DFA's Dr. Apollo Lupescu

Posted December 12, 2024 • 00:43:35

In a market flooded with conflicting investment advice, how do you deliver portfolio strategies your clients can trust? Join host Jason L Smith and...

Women’s Wealth Matters: Mastering Social Security Planning and Marketing Strategies

Posted December 5, 2024 • 00:40:04

For many women, Social Security represents their largest retirement asset. Join host Kirsten Schlumbohm and guests Ash Ahluwalia, CFP®, MBA, NSSA®,...

How Technology is Redefining Estate Planning: A Modern Guide for Financial Advisors

Posted November 22, 2024 • 00:26:39

Discover how leading financial advisors are revolutionizing their estate planning services with the Wealth.com platform and technology. Join host, Kalem...