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Complete Wealth Management With Dave Alison

Dave Alison, CFP®, EA, BPC

24 episodes

2 months ago

Stocks boomed again in 2024, delivering a strong performance powered by interest rate cuts and hopes for economic growth. Can the bull market keep running? Is a correction hiding around the corner? We'll dive into what happened in the final months of 2024 and what we might see in the first months of 2025. Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expre...

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Self-Improvement

All content for Complete Wealth Management With Dave Alison is the property of Dave Alison, CFP®, EA, BPC and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Stocks boomed again in 2024, delivering a strong performance powered by interest rate cuts and hopes for economic growth. Can the bull market keep running? Is a correction hiding around the corner? We'll dive into what happened in the final months of 2024 and what we might see in the first months of 2025. Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expre...

Show more...

Self-Improvement

Episodes (20/24)

Complete Wealth Management With Dave Alison

Q1 2025 Market Intel Report | Thriving Through High Valuations and Policy Changes

Stocks boomed again in 2024, delivering a strong performance powered by interest rate cuts and hopes for economic growth. Can the bull market keep running? Is a correction hiding around the corner? We'll dive into what happened in the final months of 2024 and what we might see in the first months of 2025. Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expre...

9 months ago

10 minutes

Complete Wealth Management With Dave Alison

Q4 2024 Market Intel Report | Alison Wealth Management

With a strong but volatile push into the fourth quarter of 2024, the stock market has delivered great results to investors who have stayed disciplined. In this video, we will discuss the 3 key themes on the minds of investors as we enter into the fourth quarter of 2024. We will discuss:✅ What could the start of the Fed rate cutting cycle mean for investors? The Federal Reserve kicked off its highly anticipated rate cutting cycle with a 50-basis point reduction in September 2024. His...

1 year ago

12 minutes

Complete Wealth Management With Dave Alison

Kamala Harris Tax Proposal Broken Down - August 2024

On August 16, 2024, Presidential candidate Kamala Harris released details of her economic and tax plan. Bob Keebler analyzes the estate and gift tax proposals contained in the proposed American Housing and Economic Mobility Act of 2024. In this video, we will break down the income and estate tax considerations of her proposal.We will discuss:➡️ Exempting Tip Income from Taxation➡️ Expanding Tax Credits for Families➡️ Housing Tax Incentives➡️ Clawing Back Deductions➡️ Corporate Income Tax...

1 year ago

19 minutes

Complete Wealth Management With Dave Alison

Navigating Election Year Volatility: Insights from the Q3 2024 Market Intel Report

Can a presidential election year bring stability to your portfolio? Find out how historical trends and informed strategies can guide you through the noise. In this episode, we explore the third quarter 2024 market intel report, revealing that global equity markets have returned a solid 10% so far. Despite the usual election-year volatility, we underscore the critical importance of maintaining a diversified investment strategy. Learn why focusing on fundamental market drivers, rather than shor...

1 year ago

12 minutes

Complete Wealth Management With Dave Alison

The Great Sunset From The Tax Cuts & Jobs Act: Are Your Taxes Going Up?

Unlock the secrets to masterful tax management with our latest episode where we navigate through the transformative landscape post the Tax Cuts and Jobs Act of 2017, they shed light on how Alison Wealth Management has redefined the way we approach tax planning. From our early family office days to serving a diverse clientele, this episode promises to equip you with the strategies you need to triumph over the incoming tax shifts that could affect your bottom line.We're at a pivotal moment as t...

1 year ago

1 hour

Complete Wealth Management With Dave Alison

Maximizing Financial Windfalls: Avoid Mistakes with Inheritance, Stock Liquidity, or Business Sale

Join us on the Complete Wealth Management Podcast, Episode 19, where Certified Financial Planners and Tax Experts Dave Alison, Conrad Levesque, and David Roth delve into considerations, planning, and strategies for a sudden financial windfall. Whether you’ve received an inheritance, sold a business, or cashed out stock options, this episode provides essential considerations for managing your financial windfall.➡️ Key Topics Covered:Retirement Planning: Explore how to make the most of your new...

1 year ago

30 minutes

Complete Wealth Management With Dave Alison

Stock Market Investing in Election Year 2024

Have you ever wondered if presidential elections should sway your stock portfolio strategy? This episode might just shift your perspective. We sift through a century's worth of data, debunking doomsday assumptions about market performance in election years. While some investors joke about packing for Canada based on political outcomes, we're here to anchor you to a data-driven approach. Join Dave Alison & Dr. Apollo Lupescu as they provide insight into evidence based investment strategies...

1 year ago

43 minutes

Complete Wealth Management With Dave Alison

Strategic Philanthropy: The Art of Meaningful Charitable Giving

Unlock the secrets of meaningful philanthropy and ensure your generosity leaves a lasting impact. Joining me is Christopher P. Woehrle, JD, LLM, an adjunct professor of taxation at the Widger School of Law, Villanova University.Chris is a tax attorney & philanthropy expert with a heart for giving. In this episode, we explore the depths of strategic philanthropy. Chris will share his wisdom on how deliberate planning trumps impulsivity, paving the way for contributions that not only resona...

1 year ago

40 minutes

Complete Wealth Management With Dave Alison

Optimizing Retirement and Tax-Advantaged Investing

Dive headfirst into the world of taxes and chuckle along as we explore the comedic side of CPAs' March Madness—a frenzy of number crunching that rivals any basketball tournament. Our latest episode offers a spirited look at the humorous anecdotes that pepper tax season, from deductions so wild they border on mythical to the truth behind splurging for tax breaks. We also unravel the concept of tax-efficient funnels, providing savvy insights into how smart planning with 401(k)s and other financ...

1 year ago

56 minutes

Complete Wealth Management With Dave Alison

Retire with Confidence: Tackling Your Biggest Fears

In this empowering episode of The Complete Wealth Management Podcast, we delve deep into the heart of retirement planning, providing you with actionable strategies to alleviate your biggest retirement concerns. Hosted by Dave Alison, a seasoned certified financial planner, and joined by esteemed guest Conrad Levesque, CFP, CPA and David Roth, CFP, EA, both experienced retirement planners, this episode promises to be a beacon of guidance in the often murky waters of financial security.As retir...

1 year ago

48 minutes

Complete Wealth Management With Dave Alison

Decoding the U.S. Economy's Resilience: A Q1 2024 Market Intel Report with Dave Alison | Episode 14

In this episode, Dave Alison reflects on 2023 and shares our Q1 Market Intel Report. We're peeling back the layers on inflation's retreat, robust consumer spending, and a labor market that's standing strong against the odds. Dave doesn't just share the hard numbers; he brings clarity to what these trends mean for the year ahead, especially with whispers of Federal Reserve rate cuts stirring the air. Armed with historical data that spotlights the stark contrasts in stock market performanc...

1 year ago

10 minutes

Complete Wealth Management With Dave Alison

Sailing into an Early Retirement | Complete Wealth Management Podcast E13

Ever pondered what it'd be like to trade the 9-5 grind for an early retirement? How about a life of sailing and adventure instead of sitting in front of the computer screen? That's precisely what our wealth management client's, Jayne and James, did!In this special client experience episode, I sit down with James and Jayne, who became clients of Alison Wealth Management in 2021. They sought assistance in designing and optimizing their distinctive retirement plan. We delve into their decis...

1 year ago

33 minutes

Complete Wealth Management With Dave Alison

21 Strategic Year End Tax Moves | Episode 12

Welcome to The Complete Wealth Management's podcast, where tax experts and Certified Financial Planners Dave Alison, Conrad Levesque and David Roth unpack "21 Strategic Year-End Tax Moves" for to help build your wealth. Join us as we navigate key actions to optimize your tax situation before the year concludes.👉 Maximize retirement contributions, seize Roth IRA opportunities, and leverage triple tax benefits with HSA contributions. 👉 Explore opportunities like the Mega Backdoor Rot...

1 year ago

55 minutes

Complete Wealth Management With Dave Alison

Exploring the Five Pillars of Holistic Wealth Management | Episode 11

Step into the world of finance as we sit down with Alison Wealth's newest team member, Conrad Levesque, CFP®, CPA, BPC, a seasoned professional who has been navigating the intricate labyrinth of the finance industry since he was a mere 16 years old. Conrad’s journey is an intriguing one and brings a fresh perspective to our show. Join us as we unravel the concept of holistic wealth management, a principle that has over time shaped the foundation of our practice. Listen as we bring to light fi...

2 years ago

56 minutes

Complete Wealth Management With Dave Alison

Lessons from Q3 Market Performance and Q4 Market Intel | Episode 10

In this episode, we will recap the stock market performance in Q3 of 2023 and talk about the 3 key themes on the minds of investors as we head into Q4 2023 during our market intel report.We will discuss...👉 Why haven't higher rates caused the economy to slow more?👉 What might come next for interest rates?👉 Is now a good time to consider adding fixed income to portfolios?For more episodes of our podcast, visit:https://www.alisonwealth.com/podcastTo learn more about Alison Wealth Management, pl...

2 years ago

19 minutes

Complete Wealth Management With Dave Alison

Cash vs Loan: Deciphering the Tradeoffs | Episode 9

In this episode of The Complete Wealth Management Podcast, join host Dave Alison, CFP, EA, alongside financial advisors and tax experts David Roth, CFP, EA, and Conrad Levesque, CFP, CPA as we dive deep into one of life's most crucial financial decisions. Should you pay cash or take out a loan for major purchases? In this episode, we discuss:👉The case for paying cash👉The power of leverage with loans👉The key factors that influence the decision between cash and loans👉Real-life examples of ...

2 years ago

49 minutes

Complete Wealth Management With Dave Alison

Demystifying Stock Options | Episode 8

In this episode of The Complete Wealth Management Podcast, join host Dave Alison, CFP, EA, alongside financial advisor and tax expert David Roth, CFP, EA, as they demystify the world of stock options. Delve into the intricate details of incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock units (RSUs), and performance stock units (PSUs). Gain invaluable insights into the benefits, tax implications, and strategic approaches for each type of stock optio...

2 years ago

43 minutes

Complete Wealth Management With Dave Alison

Q3 Market Intel Report | Episode 7

In this episode, Dave Alison will reflect on the first half of 2023 stock market performance, but more importantly, talk about what's going on in investors' minds as we look at the second half of the year.The three major themes we discuss are:👉What contributed to the resiliency of the economy and markets in the first half of 2023?👉Has the Fed done enough to address inflation?👉Will the economic strength continue in the second half of 2023?To download the slides referenced in this episode, plea...

2 years ago

16 minutes

Complete Wealth Management With Dave Alison

Q2 Market Intel Report | Episode 6

In this episode, Dave Alison will reflect on the first quarter of 2023 stock market performance, but more importantly, talk about what's going on in investors' minds as we look at the second quarter and what the remainder of 2023 can bring.The three major themes I discuss are:👉Are we nearing the end of the fight against inflation?👉How will the Fed balance inflation with emerging financial instability?👉What are the potential outcomes for the U.S. economy in 2023?To download the slides referenc...

2 years ago

17 minutes

Complete Wealth Management With Dave Alison

Megatrend Investing with Jeff Spiegel | Episode 5

The modern world is changing at the speed of innovation, transforming the way we live and work. We see this change, and the pull of the future, through megatrends – powerful, transformative forces that can change the trajectory of the global economy by shifting the priorities of societies, driving innovation and redefining business models.In this episode, Dave Alison is joined by Jeff Spiegel, US Head of iShares Megatrend ETFs at BlackRock and they discuss megatrend investing.For more ep...

2 years ago

28 minutes