The Bucket Plan® On-Demand Series

Recent Episodes

Divorce Made Simple: Financial & Practical Advice from Amy Colton

Posted February 19, 2025 • 00:36:00

Divorce made simple sounds like an oxymoron but it’s possible with financial and emotional guidance! Host Kirsten Schlumbohm lets special guest, Amy...

Multi-Generational Succession Planning: Creating a Seamless Transition for Your Financial Advisory Business

Posted February 12, 2025 • 00:24:25

As a financial advisor, planning for your clients' futures is second nature—but what about the future of your own business? Join guest host Kirsten...

Rethinking Social Security Optimization: Advanced Retirement Income Planning Strategies for Financial Advisors

Posted February 5, 2025 • 00:32:31

Discover how to transform Social Security planning from a basic retirement checkbox into a powerful strategic asset for your clients. Join host Dave...

Data Protection and Fraud Prevention: A Guide for Financial Advisors

Posted January 29, 2025 • 00:31:22

As technology continues to evolve faster than we can keep up with,

Keeping Your Tax Management Edge Sharp with Annual Education

Posted January 22, 2025 • 00:25:29

Want to spot tax-saving opportunities your competitors miss? Looking to stay ahead of tax law changes without getting overwhelmed? Join host Kalem Mackey,...