The Bucket Plan® On-Demand Series

Recent Episodes

Essential Strategies for Financial Advisors: How to Help Clients Avoid Marginal Tax Traps

Posted July 25, 2024 • 00:27:45

Want to help your clients navigate the complex world of taxes and avoid costly pitfalls? Join host Dave Alison and lead advisors at JL Smith Holistic...

Client Equity Compensation & Stock Options Made Easy with The Bucket Plan®

Posted July 18, 2024 • 00:29:53

Looking to attract and provide more value to your high-net-worth clients? Dive into the world of equity compensation with host Dave Alison and guests,...

Life Insurance 101: Conveying Its Role in Holistic Financial Planning

Posted July 2, 2024 • 00:25:18

Are you effectively integrating life insurance into your clients’ holistic plan? Learn how enhancing your understanding of life insurance and its...

Back to The Bucket Plan® Basics: Episode 3

Posted June 19, 2024 • 00:32:18

Discover how the simplicity of The Bucket Plan® process gets even more effective once you know how to leverage the concepts and tools within the framework....

Investing Through the Election: How to Advise Clients During Political Uncertainty

Posted May 15, 2024 • 00:29:36

During election seasons, clients may be tempted to make emotional investment decisions motivated by politics rather than facts. In this data-driven...