The Bucket Plan® On-Demand

About the Bucket PLan ON-Demand

Industry leading financial advisors, mentors and business leaders, Jason L Smith & Dave Alison host and interview top industry experts and advisors on actionable financial planning strategies to grow your business and stay ahead of your competition.

Latest Episode

4 Ways to Rethink Annuities
in Your Clients’ Retirement Plan

What are you doing to help your clients secure their long-term retirement happiness? Do they have lifetime income? Dave Alison and Kalem Mackey of C2P and Walter Young, President of One Strategic Capital, Inc., discuss four new and important ways to rethink annuities as a critical piece of a holistic retirement plan.

All Episodes

Recent Episodes

Winning New Assets Under Management

Build Client Relationships
with the Family Estate Organizer

The Retirement Analyzer
Bucket Plan® Edition

Holistic Financial Planning: A Success Story

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Meet the Hosts

Jason L Smith

Jason L Smith is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is the Founder and CEO of Clarity 2 Prosperity, as well as his own holistically run financial services practice, The JL Smith Group.

Dave Alison

Dave Alison is an accomplished financial planner and entrepreneur. He is the Lead Trainer and a Founding Partner of Clarity 2 Prosperity and the Founder and CEO of Alison Wealth Management, his own financial services firm.