The Bucket Plan® On-Demand Series

Recent Episodes

Back to The Bucket Plan® Basics: Episode 4

Posted November 20, 2024 • 00:23:31

Discover how leveraging simple analogies and relatable examples can transform your client communication and help prospects better understand the value...

Beyond COLA 2025: The Future of Social Security Planning for Financial Advisors

Posted November 14, 2024 • 00:27:01

Transform Social Security from a basic retirement benefit into a powerful planning tool with advanced COLA strategies and creative applications. Join...

Simplify Your Financial Planning Process with The Bucket Plan®: Step 3: Deliver

Posted October 30, 2024 • 00:20:13

Struggling to present complex financial plans in a way that resonates with clients and drives action? Join hosts Jason L Smith, Dave Alison, and guest...

Advising in Uncertain Times: Election Year Strategies to Keep Clients Confident

Posted October 23, 2024 • 00:41:41

How might the 2024 presidential election affect your clients' finances and their emotional response to market volatility? Join guest host Kalem Mackey,...

Maximize Impact & Minimize Taxes: Boost Your Clients' Charitable Impact with Tax-Efficient Strategies

Posted October 17, 2024 • 00:27:09

Are your clients charitably inclined? Discover effective strategies to help them give to the causes they care about in a tax-efficient way. Join guest...