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The Bucket Plan® On-Demand Series
C2P
115 episodes
1 week ago
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
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All content for The Bucket Plan® On-Demand Series is the property of C2P 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.
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
Show more...
Investing
Education,
Business,
Management,
How To
Episodes (20/115)
The Bucket Plan® On-Demand Series
From Conversations to Care Plans: How to Support Caregiving Clients
As the population ages, more families are facing the realities of caregiving, and financial advisors are often the first to see it unfold. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she sits down with Bill Cohen, CSA®, founder of Cohen Caregiving Support Consultants, to discuss how advisors can guide clients through one of life’s most emotional and financially complex journeys. Bill has spent the last decade helping families navigate dementia, long-term care, and aging. Learn how to recognize early signs of caregiver stress, approach difficult topics with empathy, and help clients plan for the costs and logistics of care. Resources:* Organizations with helpful resources: Cohen Caregiving Support Consultants, Alzheimer’s Association, AARP Caregiving Resource Center.* Book: When Women Get Sick: An Empowering Approach for Getting the Support You Need by Rebecca BloomStatistics:* Memory care facilities can cost over $10,000 per month
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1 week ago
28 minutes 58 seconds

The Bucket Plan® On-Demand Series
Stagflation Strategies Your Competitors Aren't Using
The economic landscape is shifting, and you’re probably hearing a term you haven't encountered in decades: stagflation. This toxic combination of slow growth, rising inflation, and increasing unemployment presents unique challenges for your practice but also powerful opportunities. Join guest host Greg Hammer, President and CEO of Hammer Financial Group, as he sits down with industry veteran Stoyan Petev, Senior Vice President of Advanced Markets at C2P, to decode what stagflation means for your practice and, more importantly, how you can turn this type of economic uncertainty into meaningful client conversations. Discover tactical portfolio adjustments and communication strategies to help your clients build unshakeable confidence in uncertain times. Resources:* Planning Framework referenced: The Bucket Plan®Statistics:* Last significant U.S. stagflation period occurred in the 1970s (https://www.fidelity.com/learning-center/smart-money/stagflation)
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3 weeks ago
28 minutes 9 seconds

The Bucket Plan® On-Demand Series
How to Serve Gen X Clients: Sandwich Generation Planning Strategies
Generation X is spending $83,000 annually compared to baby boomers' $62,000—a 33% increase (https://www.weforum.org/stories/2022/10/americans-spend-their-money-by-generation/#:~:text=A%20Generational%20Breakdown%20of%20Overall,average%20annual%20expenditure%20of%20%2469%2C061.) that reflects their sandwich generation reality: funding college tuition while simultaneously covering parents' long-term care costs. These 45–60-year-olds are your highest lifetime value prospects, but they bring specific pressures that require targeted approaches. Join host Dave Allison as he sits down with Bryan Bibbo, President, CFO, and partner at JL Smith Holistic Wealth Management, to explore the retirement realities and tax-efficient strategies that help you capture this critical demographic. From super-funding 529 plans to implementing sophisticated tax loss harvesting through SMAs, discover how to position yourself as the advisor who understands their dual financial obligations and peak earning potential.Resources:* Book referenced: Die with Zero by Bill Perkins * Training program referenced: Tax Management Journey®Statistics:* Gen X (ages 45-60) spends approximately $83,000 annually compared to baby boomers' $62,000 annually—a 33% increase in expenses (https://www.weforum.org/stories/2022/10/americans-spend-their-money-by-generation/#:~:text=A%20Generational%20Breakdown%20of%20Overall,average%20annual%20expenditure%20of%20%2469%2C061.)* Gen X experienced major market downturns during prime saving years: tech bubble (2000) and global financial crisis (2008) (https://www.kiplinger.com/retirement/retirement-planning/how-gen-x-could-reinvent-retirement)
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1 month ago
30 minutes

The Bucket Plan® On-Demand Series
Financial Advisors Guide to Serving Gray Divorce Clients
Gray divorce rates among Americans over 50 have surged from 8.7% in 1990 to 36% by 2019*, creating unique financial planning challenges that require specialized expertise. Join host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P as she interviews Jeannette Bajalia, Senior Wealth Manager at JL Smith Holistic Wealth Management, and Founder of Women's Worth, to explore the emotional and financial complexities of late-life divorce. Learn how to navigate the delicate balance between hard financial truths and emotional sensitivity while helping clients rebuild their financial futures. From understanding the root causes of gray divorce to implementing modified planning approaches, this episode provides essential guidance for advisors working with clients navigating one of life's most challenging transitions.*https://academic.oup.com/psychsocgerontology/article/77/9/1710/6564346 Resources:* Book referenced: Wi$e Up, Women!: A Guide to Total Fiscal and Physical Well-Being by Jeannette Bajalia* Organization referenced: Women’s Worth Statistics:* Gray divorce rates increased from 8.7% in 1990 to 36% by 2019 among individuals over 50 * 75% of nursing home residents are women * Women initiate the majority of gray divorces, driven by changing societal expectations* Marital stress increases during the initial two years of retirement
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3 months ago
30 minutes 16 seconds

The Bucket Plan® On-Demand Series
One Big Beautiful Bill: Tax Law Changes & Strategies for Advisors
The One Big Beautiful Bill (OBBB) represents the most significant tax planning opportunity since 2017, and advisors who understand it will have a major advantage. Join host Kalem Mackey, CFP®, BPC, Executive Vice President and Partner at C2P and Dave Alison, President and founding partner at Prosperity Capital Advisors and creator of The Tax Management Journey®, as they break down the key provisions of this transformative legislation. Discover why you need to act now on permanent tax bracket extensions, estate planning exemptions up to $15 million per person, expanded business deductions, and new opportunities to grow your practice. Resources:* Training program referenced: The Tax Management Journey® (https://c2penterprises.com/events/advisor-tax-management-training/)* Guide referenced: Dave Allison's comprehensive OBBB advisor guide - COMING SOON* Videos referenced: C2P client communication videos on OBBB provisions (https://youtu.be/GQcnXh-2JO8?si=TVy-SVtMdpvs4uZf) Statistics:* US debt currently at $37 trillion (https://fiscaldata.treasury.gov/americas-finance-guide/national-debt/)* Estate and gift tax exemption increased to $15 million per person ($30 million per couple) (https://www.congress.gov/bill/119th-congress/house-bill/1/text)* SALT deduction increased to $40,000 with income phase-outs starting at $500,000 (https://taxfoundation.org/blog/salt-deduction-cap-increase-proposal-analysis/)* Qualified small business stock exclusion increased from $10 million to $15 million (https://www.jdsupra.com/legalnews/big-changes-for-qsbs-what-the-2025-2453441/#:~:text=Increased%20Gain%20Exclusion%20Cap%20The,for%20inflation%20starting%20in%202027)* 100% bonus depreciation restored for business equipment purchases (https://www.irs.gov/faqs/sale-or-trade-of-business-depreciation-rentals/depreciation-recapture/depreciation-recapture)
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3 months ago
31 minutes 23 seconds

The Bucket Plan® On-Demand Series
Permission to Spend: Rethinking Legacy Planning for Child-Free Clients
Discover how to reframe legacy planning, estate strategies, and wealth management for clients without children. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, as she interviews Bri Conn, CFP®, Childfree Wealth Specialist® at Childfree Wealth®. Learn how to build trust with this unique, and often underserved client base, avoid common planning biases, and implement the "Die With Zero" philosophy to help clients live their best financial life. From redefining legacy beyond genetic inheritance to creating flexible work arrangements that prioritize life experiences, this episode covers essential strategies for advisors looking to better serve the growing child-free market.Resources:* Book referenced: Die With Zero by Bill Perkins* Podcast: Childfree Wealth Podcast* Volunteer platform: Volunteer Match* Child-Free Wealth website: childfreewealth.com
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4 months ago
24 minutes 4 seconds

The Bucket Plan® On-Demand Series
Proven Financial Advisor Referral Strategies from Masters of the Craft
Transform your practice from referral-hoping to referral-generating with battle-tested strategies from two industry legends. Discover why referred prospects are more likely to become clients and how top advisors systematically build referral engines that drive 40%+ of their annual business. Join guest host Bryan Bibbo, AIF, NSSA, BPC, CEPA, President, CFO, and partner at JL Smith Holistic Wealth Management, as he interviews Bill Cates, CSP, CPAE, renowned author, speaker, and consultant, and John DelGreco, President and Founder of DelGreco Tax and Insurance Group, and founding partner of C2P. Learn the psychology behind expectation-based referral requests, the specific language that helps removes the "creepy referral guy" stigma, and proven systems for converting satisfied clients into active referral partners. From referral kits to targeted questioning techniques, discover the frameworks elite advisors use to make referrals predictable rather than random.Resources:* Academy referenced: Cates Academy for Relationship Marketing (https://referralcoach.com/cates-academy-for-relationship-marketing/)* Podcast referenced: Top Advisor Podcast* Bill Cates' Books: Get More Referrals Now, Beyond Referrals, Radical Relevance, The Language of Referrals
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4 months ago
31 minutes 30 seconds

The Bucket Plan® On-Demand Series
The Future of Wealth Management Part 2: Personal, Efficient Operations
Technology continues to reshape client expectations in wealth management, with consumers comparing advisory firms to companies like Amazon and Coinbase rather than just other financial institutions. Advisors are now challenged with finding a balance between operational efficiency and personal connection. Join host Dave Alison as he continues his conversation on the future of wealth management with Jamie Hopkins, CEO of Bryn Mawr Capital Management and WSFS Bank. Transform your client service experience by learning which processes to automate for maximum impact, how to eliminate client communication black holes during volatile markets, and why AI might actually drive more in-person meetings in the future.Resources:* Estate planning platform: Wealth.com (https://wealth.com/)* FinTech platform referenced: Altruist (https://altruist.com/)
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4 months ago
20 minutes 41 seconds

The Bucket Plan® On-Demand Series
The Future of Wealth Management Part 1: Exceptional Service
Client expectations continue to evolve in wealth management, and exceptional service delivery has become the key differentiator for advisory practices. In this first part of our two-part conversation on the future of 120% wealth management, we explore how strategic client experience enhancements can differentiate your practice and drive sustainable growth. Join host Dave Alison as he interviews Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP, CEO of Bryn Mawr Capital Management and WSFS Bank. Together they discuss practical strategies for creating memorable client touchpoints and implementing scalable service enhancements. From $8 barbecue sauce gestures to systematic milestone recognition, learn how to build the kind of exceptional service that creates lasting client loyalty in an increasingly competitive landscape.Resources:* Financial Services Coaching: FinServ Foundation (https://finservfoundation.org/)* Estate planning platform: Wealth.com (https://www.wealth.com/)* Books referenced:Find Your Freedom by Jamie HopkinsUnreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect by Will GuidaraFinancial planning process: The Bucket Plan® (https://c2penterprises.com/bucket-plan/)
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4 months ago
29 minutes 12 seconds

The Bucket Plan® On-Demand Series
Building Deeper Client Relationships Through Structured Conversations
Conversation Circles are a powerful tool any financial advisor can leverage to uncover the values of their clients and prospects to offer a more personalized experience. When you host one of these small-group events featuring a structured conversation, you can build years’ worth of rapport in a short period of time. Having held over 100 Conversation Circles, Ashley Ilardo, Regional Director & Vice President of Dimensional Fund Advisors (DFA), and Mia Hanson, former Associate at DFA’s Global Client Group, now a Financial Planning Associate at Venture Visionary Partners, provide a crash course on hosting these events and making them authentic to your firm. Listen and follow along with the slides linked below as our special guests teach you how to add these intimate conversations into your business model for stronger client relationships and referrals. Resources:* Presentation: Dimensional Fund Advisors Conversation Circles* Worksheet: Dimensional’s Ideal Client Worksheet
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5 months ago
40 minutes 46 seconds

The Bucket Plan® On-Demand Series
Reading Market Signals: Investment Strategy During Volatility
When markets turn volatile, clients often start calling with questions and seeking answers. How you handle these conversations often determines whether clients stay the course or make emotional decisions that can hurt their long-term outcomes. Join host Kalem Mackey, CFP®, BPC, Executive Vice President and Partner at C2P, as he sits down with Stoyan Petev, Senior Vice President of Advanced Markets at C2P, and Mark Peterson, Director of BlackRock's Market and Portfolio Insights team, for an honest conversation about what's really driving market turbulence and how to navigate it effectively. From reading market signals that others miss to capitalizing on new income opportunities, listen to learn how to help guide your clients through uncertainty while positioning their portfolios for future success.Resources:* BlackRock Publication by Mark Peterson: Student of the Market (https://www.blackrock.com/us/financial-professionals/insights/student-of-the-market) * Financial planning process mentioned: The Bucket Plan® (https://c2penterprises.com/bucket-plan/)Statistics:* Stocks have been up two years in a row (https://sherwood.news/markets/stocks-have-put-up-two-huge-years-in-a-row-but-just-how-rare-are-consecutive/)* The market experienced a 10% decline in two days in early April (https://www.janushenderson.com/en-us/offshore/article/taking-the-long-view-on-tariff-driven-volatility/), followed by a 9.5% rebound on April 9th (https://www.nbcnews.com/business/markets/stocks-unleash-remarkable-comeback-after-volatile-month-trump-tariffs-rcna204213) * Interest rates on the 10-year US Treasury bond exceeded 4% for the first time since 2007, marking almost 15 years (https://www.advisorperspectives.com/dshort/updates/2025/06/02/10-year-treasury-yield-long-term-perspective-may-2025) * Inflation peaked at 9+% in June 2022 (https://www.bls.gov/opub/ted/2022/consumer-prices-up-9-1-percent-over-the-year-ended-june-2022-largest-increase-in-40-years.htm) and recently dropped to 2.3%, the lowest level since February 2021 (https://www.cnbc.com/2025/05/13/cpi-inflation-april-2025.html) * There were 14 consecutive months when both stocks and bonds lost money (https://www.blackrock.com/us/financial-professionals/insights/new-approach-to-bond-investing) - unprecedented in investing history 
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5 months ago
29 minutes 44 seconds

The Bucket Plan® On-Demand Series
Defusing the Retirement Tax Time Bomb: IRA Strategies with Ed Slott
The retirement tax landscape has fundamentally shifted, and what once served as powerful wealth-building tools have now become potential financial landmines. Discover why America's IRA expert Ed Slott calls traditional retirement accounts "the worst assets on Earth" and learn the strategic moves advisors need to make before it's too late. Join host Dave Alison as he sits down with Ed Slott, CPA and founder of Ed Slott and Company, to explore how the SECURE Act transformed retirement planning and why the strategies that worked for decades no longer apply. From understanding the true cost of "fake deductions" to leveraging historically low tax rates, you’ll learn how to protect your clients' retirement wealth and build exceptional value in your practice. Resources:* Exclusive organization and membership for financial advisors: Ed Slott and Company Elite IRA Advisor Group (https://irahelp.com/about-ed-slotts-elite-ira-advisor-group/) * IRA training: Ed Slott and Company’s 2-Day IRA Workshop (https://irahelp.com/2-day/ira-workshop/)Statistics:* Traditional IRAs now face a 10-year distribution window for most non-spouse beneficiaries under the SECURE Act (https://www.irs.gov/publications/p590b#en_US_2024_publink100090130)* Current tax rates represent historically low levels (https://taxfoundation.org/data/all/federal/2025-tax-brackets/?utm_source=chatgpt.com), with the 24% bracket significantly lower than historical norms (https://taxfoundation.org/data/all/federal/historical-income-tax-rates-brackets/?utm_source=chatgpt.com)* The SECURE Act eliminated the stretch IRA provision that previously allowed distributions over 30-70 years (https://www.fidelity.com/learning-center/personal-finance/retirement/secure-act-inherited-iras)
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5 months ago
36 minutes 3 seconds

The Bucket Plan® On-Demand Series
Reimagining Longevity & Lifestyle Planning for Women Clients
Women are living longer than ever with women outliving men by an average of five years, and half of all widows over 65 outliving their husbands by an additional 15 years.* This longevity creates unique planning challenges, as women face extended healthcare costs and a widening health-span gap. Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, and panelists Ashley Ilardo, Regional Director and Vice President at Dimensional Fund Advisors, and Tiya Stanley, VP of National Accounts at F&G, to explore comprehensive approaches to women's longevity planning. Discover strategies for addressing women's unique retirement needs, from investment considerations to insurance solutions that provide both protection and independence. Learn how advisors can have meaningful conversations about lifestyle goals, aging in place, and creating financial security that lasts through a woman's entire retirement journey.*Statistics:* Women on average outlive men by five years, (https://usafacts.org/articles/do-women-live-longer-than-men-in-the-us/) with half of all widows over age 65 outliving their husbands by an additional 15 years. (https://www.kiplinger.com/personal-finance/602892/widows-move-forward-on-their-own-but-not-alone)* The health-span gap for women is 13.73 years versus 11.08 years for men. (https://pmc.ncbi.nlm.nih.gov/articles/PMC11635540/)* Women need long-term care for an average of 3.7 years versus 2.2 years for men. (https://acl.gov/ltc/basic-needs/how-much-care-will-you-need#:~:text=Someone%20turning%20age%2065%20today,for%20longer%20than%205%20years)* 70% of nursing home residents are women. (https://www.aaltci.org/long-term-care-insurance/learning-center/for-women.php)
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5 months ago
46 minutes 43 seconds

The Bucket Plan® On-Demand Series
Bulletproofing Your Bucket Plan to Withstand Market Volatility
The Bucket Plan® strategy — a time-segmented approach that organizes assets into Now, Soon, and Later buckets — can provide both financial security and psychological confidence for clients, especially when in a volatile market environment. Join guest host Kalem Mackey, CFP®, BPC, Executive VP at C2P, as he interviews Dave Alison, Founding Partner of C2P and CEO of Alison Wealth Management, to discover how to create "Bucket Plans of Steel" that withstand major market uncertainty. Whether you're already implementing The Bucket Plan® or new to this methodology, you’ll learn practical strategies for streamlining your planning process, improving client deliverables, and effectively communicating with clients during turbulent markets. Advisors are encouraged to consult with their firm's compliance department prior to using or distributing consolidated reports like the ones mentioned in the episode, as such reports may present risks related to accuracy, custody, and client communication under SEC rules.Resources:* Philosophy discussed: The Bucket Plan®  * Advisor Trainings: The Bucket Plan® 1.0, The Teamwork Movement Live Training * Portfolio analytics tool: Kwanti* Planning software: eMoney, Orion* AI Notetaker: Zocks* Video tool: Loom (for client communications)
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5 months ago
29 minutes 14 seconds

The Bucket Plan® On-Demand Series
Reframing Life Insurance: From Protection to Strategic Asset Class
Life insurance is often misunderstood, mismanaged, and mis-sold, yet it remains one of the most powerful tools in comprehensive financial planning. Join host Dave Alison as he interviews Dave Buckwald, founder and CEO of OneTeam Financial and partner at C2P, who shares his deeply personal journey shaped by the tragic events of 9/11. With over 30 years of experience guiding individuals, families, and business owners through comprehensive financial planning, Dave Buckwald reveals how to overcome client inaction and effectively position life insurance as a strategic asset class within holistic wealth management. Discover the innovative "love and greed" approach to life insurance, learn how to reframe the conversation around taxes rather than mortality, and understand why even the wealthiest clients should consider life insurance as part of their legacy and estate planning.Resources:* Book referenced: The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse the Latest Threats to Your Retirement Savings, and Ignite Your Financial Freedom by Ed Slott * Planning process referenced: The Bucket Plan®* Training referenced: The Tax Management Journey®
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6 months ago
46 minutes 15 seconds

The Bucket Plan® On-Demand Series
The Fourth Bucket: Longevity Planning for Female Clients
Upgrade your retirement planning with strategies built for longer lifespans. Join host Kirsten Schlumbohm, Vice President and head of Annuity Sales at C2P, as she interviews Jeannette Bajalia, a senior wealth manager at JL Smith Holistic Wealth Management with nearly two decades of experience specializing in elder care life transition planning. Learn how Jeannette adapted the traditional three-bucket approach of The Bucket Plan® to include a fourth bucket specifically allocated for healthcare planning, alternative care, and support services that extend beyond traditional retirement needs. Learn how this methodology particularly serves women's unique longevity challenges while helping advisors differentiate their practice through comprehensive planning.Resources:* Book referenced: Wi$e Up Women: A Guide to Total Fiscal and Physical Well-Being by Jeannette Bajalia* Organization referenced: Women's Worth  Statistics:* 80% of women are dying single (https://www.kiplinger.com/personal-finance/602892/widows-move-forward-on-their-own-but-not-alone?utm_source=chatgpt.com)* The centenarian population is one of the fastest-growing segments worldwide (https://www.pewresearch.org/short-reads/2024/01/09/us-centenarian-population-is-projected-to-quadruple-over-the-next-30-years/)* Healthcare costs can reach $30,000 per month for certain medications without proper planning (https://www.ncbi.nlm.nih.gov/books/NBK493099/)
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6 months ago
29 minutes 33 seconds

The Bucket Plan® On-Demand Series
Succession Planning: Empowering the Next Generation of Financial Advisors
Most financial advisory firm owners plan on an internal succession, but many delay the planning process, losing out on substantial profits and time saved both immediately and in the long run. Host Kirsten Schlumbohm, BPC, Vice President of Annuity Sales at C2P, and special guest, Kathryn, “Kem” Taylor, CBEC™, consultant at FP Transitions, team up to discuss the critical topic of timely succession planning. From G1 (founders) to G2 (next-generation owners) and even G3 advisors, they cover the challenges and opportunities of setting up a firm for lasting success. Taylor also highlights the importance of creating a clear career path and cultivating a culture that fosters growth and diversity in the industry. Tune in for practical advice and strategies for empowering the next generation of financial advisors and creating a thriving, inclusive industry for all.
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6 months ago
30 minutes 17 seconds

The Bucket Plan® On-Demand Series
Financial Clarity for Women Through Bucket Planning
How can advisors better support women in achieving financial confidence—especially during times of transition? Join host Kirsten Schlumbohm, Vice President and Head of Annuity Sales at C2P, for a heartfelt and tactical discussion with Grace Nicholson, founder of Akamai Advisors, and Lisa Chenet, financial fiduciary and advisor at CLP Financial Group. Together, they share practical strategies for guiding women through financial planning using The Bucket Plan®. From building clarity and confidence to giving women permission to spend, this episode is a must-listen for advisors committed to deepening client relationships and delivering greater impact for women.Resources:* Planning Concepts: The Bucket Plan® (https://c2penterprises.com/bucket-plan/)* Financial Advisor Training: The Bucket Plan® (https://c2penterprises.com/events/simplify-the-financial-planning-process/)Statistics:* 80% of widows switch financial advisors within a year of their spouse's death (https://www.blackrock.com/us/financial-professionals/insights/financial-advisors-and-women-investors-as-heirs-of-generational-wealth) * Women are expected to inherit over 50% of the $84 trillion wealth transfer through 2045 (https://www.forbes.com/councils/forbesbusinesscouncil/2024/11/18/the-great-wealth-transfer-an-84-trillion-investment-opportunity-for-women) * Women live 5 years longer than men on average (https://usafacts.org/articles/do-women-live-longer-than-men-in-the-us)
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6 months ago
29 minutes 44 seconds

The Bucket Plan® On-Demand Series
Guiding Clients Through Market Volatility: The Bucket Plan® Advantage
Do your clients call in a panic when the market drops, ready to abandon their long-term strategy based on the day’s headlines? In this episode, hosts, Dave Alison and Jason L Smith, reveal their proven playbook for turning market volatility from a practice threat into a potential growth opportunity. Discover how The Bucket Plan® gives clients the confidence to stay the course during uncertain times while creating natural openings for referrals and new assets. Listen as Jason shares real-world examples from his own practice where this approach helped continue to bring in new assets despite market fluctuations. Whether you're dealing with client concerns about tariffs, inflation, or political uncertainty, this conversation delivers practical language, proactive outreach strategies, and tactical planning moves that can help showcase your value when clients need it most. Resources: * Books referenced: The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement and The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business by Jason L Smith * Training: The Bucket Plan® 1.0 * Dave Alison contact information : dalison@c2penterprises.com (mailto:dalison@c2penterprises.com)  Statistics: * US News and World Report ranked The Bucket Plan® as a top 10 retirement planning book in 2023 * Tesla is down 40% for 2025  * Nasdaq is down 10% for 2025 * S&P 500 is down 5% for the year as of April 2025 * S&P 500 is only down 3.8% for the year (as of March 17) 
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7 months ago
17 minutes 19 seconds

The Bucket Plan® On-Demand Series
Navigating Market Uncertainty: How to Address Common Investor Concerns
In this timely episode, host Dave Alison sits down with Dr. Apollo Lupescu, a 21-year veteran of Dimensional Fund Advisors, to address pressing investor concerns during periods of economic transition and policy change. From the potential impact of tariff policies to the concentration risk of tech giants, their conversation offers clear insights for financial advisors to help their clients navigate market volatility. Dr. Lupescu offers a balanced perspective on inflation expectations, global diversification benefits, and why historical market performance during periods of policy uncertainty suggests maintaining disciplined investment approaches. Discover practical strategies to address client concerns about market fluctuations while keeping their long-term financial plans on track, regardless of which administration is in office or what economic challenges emerge.Statistics:* The "Magnificent Seven" tech companies represented approximately 34% of the S&P 500 and 55% of NASDAQ at the time of recording (https://www.investopedia.com/risks-in-your-401-k-index-fund-8771636?utm_source=chatgpt.com)* Historically, tariffs generated up to 90% of federal revenue, compared to less than 2% in modern times (https://www.congressionalresearch.com/RL33665/document.php)* Services account for approximately 80% of U.S. GDP, potentially limiting tariff impact on the overall economy (https://data.worldbank.org/indicator/NV.SRV.TOTL.ZS?locations=US)* Many consumer electronics contain components from dozens of countries despite final assembly in a single location (https://www.thomasnet.com/insights/iphone-supply-chain/)* Stock markets have historically doubled in value even during major global conflicts (https://www.cookewm.com/blog/investing/stock-market-during-war)* Since 1926, only 12 calendar years have seen market losses exceeding 10% (https://s3.amazonaws.com/static.contentres.com/media/documents/b1e8a1a3-8053-4718-af81-4a26cdcaf890.pdf)* During a previous administration with significant tariff policies, the U.S. stock market grew approximately 80% over four years (https://www.slickcharts.com/sp500/returns)* Countries targeted by tariffs have often outperformed the U.S. market during the same period, with examples of China seeing 20% gains (https://www.barrons.com/articles/jd-com-xpeng-baidu-stock-china-086a68d2) and Mexico posting positive returns (https://markets.ft.com/data/world/countries/mexico) while the U.S. experienced flat or negative performance* U.S. Steel Corporation stock price fluctuated significantly around tariff announcements, falling from approximately $40 to $20 per share, then rising to almost $45 before falling again after implementation (https://www.forbes.com/sites/greatspeculations/2019/01/14/why-did-us-steels-stock-price-decline-by-50-in-2018-in-spite-of-tariffs-on-steel-imports/)* During the 2020 pandemic, markets dropped approximately 30% but ended the year up about 18% (https://dqydj.com/2020-sp-500-return/)* In a previous tariff implementation on washing machines, about 12% of a 20% (https://news.uchicago.edu/story/what-washing-machines-can-teach-us-about-cost-tariffs#:~:text=Prices%20of%20washing%20machines%20climbed,not%20affected%20by%20the%20tariffs.)tariff was passed on to consumers (https://news.uchicago.edu/story/what-washing-machines-can-teach-us-about-cost-tariffs#:~:text=Prices%20of%20washing%20machines%20climbed,not%20affected%20by%20the%20tariffs.)
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7 months ago
33 minutes 31 seconds

The Bucket Plan® On-Demand Series
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!