Episodes

In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, Jennifer Mackert, Chief Operating Officer, interviews the top 2 advisors at C2P Enterprises: Bryan Bibbo of JL Smith and Dave Alison of Alison Wealth Management. They share first-hand advice, like how to ask for and receive the right kinds of referrals from your existing clients. Tune in to hear the entire conversation!

In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, Jennifer Mackert, Chief Operating Officer, interviews the top 2 advisors at C2P Enterprises: Bryan Bibbo of JL Smith and Dave Alison of Alison Wealth Management. They share first-hand advice, like how to ask for and receive the right kinds of referrals from your existing clients. Tune in to hear the entire conversation!

In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, Jennifer Mackert, Chief Operating Officer, interviews the top 2 advisors at C2P Enterprises: Bryan Bibbo of JL Smith and Dave Alison of Alison Wealth Management. They share first-hand advice, like how to ask for and receive the right kinds of referrals from your existing clients. Tune in to hear the entire conversation!

In this edition of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Matt Seitz, the CMO of JL Smith Wealth & Tax Planning, and Greg Dillon, CFA®, CFP®, CLTC® Managing Partner of One Team Financial LLC. They discuss different strategies to educate and communicate with clients throughout the financial planning process.

In this edition of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Matt Seitz, the CMO of JL Smith Wealth & Tax Planning, and Greg Dillon, CFA®, CFP®, CLTC® Managing Partner of One Team Financial LLC. They discuss different strategies to educate and communicate with clients throughout the financial planning process.

In this edition of the Bucket Plan On-Demand Podcast, Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P Enterprises, sits down with Matt Seitz, the CMO of JL Smith Wealth & Tax Planning, and Greg Dillon, CFA®, CFP®, CLTC® Managing Partner of One Team Financial LLC. They discuss different strategies to educate and communicate with clients throughout the financial planning process.

In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, host Dave Alison is joined by Kellan Brown and Stephen Resch from Finance of America Reverse for our topic: Using Home Equity in a Holistic Plan. Tune in to learn how to help clients utilize their mortgage equity to further their holistic goals.

In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, host Dave Alison is joined by Kellan Brown and Stephen Resch from Finance of America Reverse for our topic: Using Home Equity in a Holistic Plan. Tune in to learn how to help clients utilize their mortgage equity to further their holistic goals.

In this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, host Dave Alison is joined by Kellan Brown and Stephen Resch from Finance of America Reverse for our topic: Using Home Equity in a Holistic Plan. Tune in to learn how to help clients utilize their mortgage equity to further their holistic goals.

On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, we discuss utilizing Fixed Indexed Annuities as an alternative when bonds aren't yielding the desired results. Tune in to hear how advisors keep their clients happy during times of high volatility.

On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, we discuss utilizing Fixed Indexed Annuities as an alternative when bonds aren't yielding the desired results. Tune in to hear how advisors keep their clients happy during times of high volatility.

On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, we discuss utilizing Fixed Indexed Annuities as an alternative when bonds aren't yielding the desired results. Tune in to hear how advisors keep their clients happy during times of high volatility.

Do your clients worry about their future and the state of their retirement? The number one concern we hear from our clients is that they will outlive their money. Listen to our high-level discussion on longevity planning with the Author of The 5th Option, Walter Young. The 5th Option is the must-read book for anyone determined to find practical and sensible solutions for a stress-free retirement. It outlines retirement philosophies and why many fall short over time.

Do your clients worry about their future and the state of their retirement? The number one concern we hear from our clients is that they will outlive their money. Listen to our high-level discussion on longevity planning with the Author of The 5th Option, Walter Young. The 5th Option is the must-read book for anyone determined to find practical and sensible solutions for a stress-free retirement. It outlines retirement philosophies and why many fall short over time.

Do your clients worry about their future and the state of their retirement? The number one concern we hear from our clients is that they will outlive their money. Listen to our high-level discussion on longevity planning with the Author of The 5th Option, Walter Young. The 5th Option is the must-read book for anyone determined to find practical and sensible solutions for a stress-free retirement. It outlines retirement philosophies and why many fall short over time.

On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, we're joined by special guest Ed Slott, CPA, Founder & CEO of Ed Slott and Company! Tune in as we discuss legislation updates to the SECURE Act in 2022.

On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, we're joined by special guest Ed Slott, CPA, Founder & CEO of Ed Slott and Company! Tune in as we discuss legislation updates to the SECURE Act in 2022.

On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, we're joined by special guest Ed Slott, CPA, Founder & CEO of Ed Slott and Company! Tune in as we discuss legislation updates to the SECURE Act in 2022.

On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, our panel of experts discuss the challenges within The Bucket Plan, how to work through them, and help your clients. Tune in!

On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, our panel of experts discuss the challenges within The Bucket Plan, how to work through them, and help your clients. Tune in!

On this special edition of the Bucket Plan On-Demand podcast, Coffee Break with C2P, our panel of experts discuss the challenges within The Bucket Plan, how to work through them, and help your clients. Tune in!

We all worry about retirement and taking care of our family when the time comes. How can you generate a significant cash value in retirement, tax-free? The answer is with an Indexed Universal Life (IUL) insurance policy! Listen as Dave Alison and Marc Lauffenburger, Director of Life Sales at Magellan Financial & Insurance Services Inc., discuss IULs and how they can ease your clients' minds about the future.

We all worry about retirement and taking care of our family when the time comes. How can you generate a significant cash value in retirement, tax-free? The answer is with an Indexed Universal Life (IUL) insurance policy! Listen as Dave Alison and Marc Lauffenburger, Director of Life Sales at Magellan Financial & Insurance Services Inc., discuss IULs and how they can ease your clients' minds about the future.

We all worry about retirement and taking care of our family when the time comes. How can you generate a significant cash value in retirement, tax-free? The answer is with an Indexed Universal Life (IUL) insurance policy! Listen as Dave Alison and Marc Lauffenburger, Director of Life Sales at Magellan Financial & Insurance Services Inc., discuss IULs and how they can ease your clients' minds about the future.