The Bucket Plan® On-Demand Series
By C2P
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Category: Investing
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Episodes: 118
Description
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!
| Episode | Date |
|---|---|
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Advising in the Age of AI: How Clients Use It and How You Can Too
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Dec 10, 2025 |
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Retaining Women Clients Through Life Transitions
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Nov 26, 2025 |
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Long-Term Care Client Conversations: Real Stories and Strategies
|
Nov 12, 2025 |
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From Conversations to Care Plans: How to Support Caregiving Clients
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Oct 29, 2025 |
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Stagflation Strategies Your Competitors Aren't Using
|
Oct 15, 2025 |
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How to Serve Gen X Clients: Sandwich Generation Planning Strategies
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Sep 24, 2025 |
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Financial Advisors Guide to Serving Gray Divorce Clients
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Aug 06, 2025 |
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One Big Beautiful Bill: Tax Law Changes & Strategies for Advisors
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Jul 16, 2025 |
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Permission to Spend: Rethinking Legacy Planning for Child-Free Clients
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Jul 09, 2025 |
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Proven Financial Advisor Referral Strategies from Masters of the Craft
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Jul 02, 2025 |
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The Future of Wealth Management Part 2: Personal, Efficient Operations
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Jun 25, 2025 |
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The Future of Wealth Management Part 1: Exceptional Service
|
Jun 18, 2025 |
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Building Deeper Client Relationships Through Structured Conversations
|
Jun 11, 2025 |
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Reading Market Signals: Investment Strategy During Volatility
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Jun 04, 2025 |
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Defusing the Retirement Tax Time Bomb: IRA Strategies with Ed Slott
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May 28, 2025 |
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Reimagining Longevity & Lifestyle Planning for Women Clients
|
May 21, 2025 |
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Bulletproofing Your Bucket Plan to Withstand Market Volatility
|
May 14, 2025 |
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Reframing Life Insurance: From Protection to Strategic Asset Class
|
May 07, 2025 |
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The Fourth Bucket: Longevity Planning for Female Clients
|
Apr 30, 2025 |
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Succession Planning: Empowering the Next Generation of Financial Advisors
|
Apr 23, 2025 |
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Financial Clarity for Women Through Bucket Planning
|
Apr 16, 2025 |
|
Guiding Clients Through Market Volatility: The Bucket Plan® Advantage
|
Apr 09, 2025 |
|
Navigating Market Uncertainty: How to Address Common Investor Concerns
|
Mar 26, 2025 |
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How to Translate Key Financial Planning Concepts to Clients
|
Mar 12, 2025 |
|
Advisor's Guide to Mastering Stock Options and Equity Compensation
|
Mar 05, 2025 |
|
Beyond The Bucket Plan®: Leveraging Life Insurance as an Asset Class
|
Feb 26, 2025 |
|
Divorce Made Simple: Financial & Practical Advice from Amy Colton
|
Feb 19, 2025 |
|
Multi-Generational Succession Planning: Creating a Seamless Transition for Your Financial Advisory Business
|
Feb 12, 2025 |
|
Rethinking Social Security Optimization: Advanced Retirement Income Planning Strategies for Financial Advisors
|
Feb 05, 2025 |
|
Data Protection and Fraud Prevention: A Guide for Financial Advisors
|
Jan 29, 2025 |
|
Keeping Your Tax Management Edge Sharp with Annual Education
|
Jan 22, 2025 |
|
The Mind and the Market with Dr. Daniel Crosby
|
Dec 26, 2024 |
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Serving The Next Generation: Teaching Young Adults Financial Literacy
|
Dec 18, 2024 |
|
The Evolution of Investing: Time-Tested Strategies from DFA's Dr. Apollo Lupescu
|
Dec 12, 2024 |
|
Women’s Wealth Matters: Mastering Social Security Planning and Marketing Strategies
|
Dec 05, 2024 |
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How Technology is Redefining Estate Planning: A Modern Guide for Financial Advisors
|
Nov 22, 2024 |
|
Back to The Bucket Plan® Basics: Episode 4
|
Nov 20, 2024 |
|
Beyond COLA 2025: The Future of Social Security Planning for Financial Advisors
|
Nov 14, 2024 |
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Simplify Your Financial Planning Process with The Bucket Plan®: Step 3: Deliver
|
Oct 30, 2024 |
|
Advising in Uncertain Times: Election Year Strategies to Keep Clients Confident
|
Oct 23, 2024 |
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Maximize Impact & Minimize Taxes: Boost Your Clients' Charitable Impact with Tax-Efficient Strategies
|
Oct 17, 2024 |
|
Navigating the Now Bucket in a Low-Interest Rate Environment
|
Oct 10, 2024 |
|
Simplify Your Financial Planning Process with The Bucket Plan®: Step 2, Design
|
Oct 02, 2024 |
|
Demystifying Medicare Planning: Your Gateway to Exceptional Service and Leads
|
Sep 26, 2024 |
|
Debunking Social Security Myths: How to Help Clients Maximize Their Benefits Part 2
|
Sep 18, 2024 |
|
Debunking Social Security Myths: How To Help Clients Maximize Their Benefits Part 1
|
Sep 11, 2024 |
|
Mastering Investor Psychology: Strategies for Financial Advisors to Keep Clients Invested
|
Sep 05, 2024 |
|
Life Insurance: How to leverage this Bucket Plan® Essential for Enhanced Client Protection
|
Aug 29, 2024 |
|
Legacy Planning Beyond Dollars: How Advisors Can Strengthen Client Relationships and Grow Their Practice
|
Aug 14, 2024 |
|
Simplify Your Financial Planning Process with The Bucket Plan®: Step 1, Discover Part 2
|
Aug 07, 2024 |
|
Simplify Your Financial Planning Process with The Bucket Plan®: Step 1, Discover
|
Jul 31, 2024 |
|
Essential Strategies for Financial Advisors: How to Help Clients Avoid Marginal Tax Traps
|
Jul 25, 2024 |
|
Client Equity Compensation & Stock Options Made Easy with The Bucket Plan®
|
Jul 18, 2024 |
|
Life Insurance 101: Conveying Its Role in Holistic Financial Planning
|
Jul 02, 2024 |
|
Back to The Bucket Plan® Basics: Episode 3
|
Jun 19, 2024 |
|
Investing Through the Election: How to Advise Clients During Political Uncertainty
|
May 15, 2024 |
|
Coffee Break with C2P: A Holistic Approach to Special Needs Planning
|
May 07, 2024 |
|
Coffee Break with C2P: Tax-Advantaged Education Funding with 529 Plans
|
Apr 30, 2024 |
|
Leveraging Tax Management Year-Round to Transform Your Practice
|
Apr 16, 2024 |
|
Educate to Accumulate: Empowering Young Investors
|
Apr 02, 2024 |
|
Back to The Bucket Plan Basics: Episode 2
|
Mar 27, 2024 |
|
Advanced Tax-Efficient Planning for High-Net-Worth Clients
|
Mar 13, 2024 |
|
Impactful Life Insurance Strategies for Financial Advisors
|
Feb 05, 2024 |
|
Back to Bucket Plan Basics: Episode 1
|
Jan 17, 2024 |
|
Client Communication Tips from Matt Abrahams
|
Dec 05, 2023 |
|
Coffee Break with C2P: How High-Performing Advisors Leverage The Bucket Plan® Book
|
Nov 21, 2023 |
|
Coffee Break with C2P: Navigating Long-Term Care Insurance Conversations & Solutions
|
Oct 30, 2023 |
|
Coffee Break with C2P: How to kickstart client relationships with one phone call
|
Sep 25, 2023 |
|
Coffee Break with C2P: Using the Family Estate Organizer to Win Over & Retain Advisory Clients
|
Aug 11, 2023 |
|
Coffee Break with C2P: The Tax Management Journey
|
Apr 21, 2023 |
|
The Mind and the Market with Dr. Daniel Crosby - Older
|
Apr 17, 2023 |
|
Mastermind Session: Tax Policy Update
|
Mar 09, 2023 |
|
Mastermind Roundtables: The Bucket Plan and Simplifying Asset Allocation for Clients
|
Feb 15, 2023 |
|
Consequences of an Extended Care Event
|
Dec 15, 2022 |
|
Life Support for Your Practice and Portfolios
|
Nov 07, 2022 |
|
Coffee Break with C2P: Exclusive Chat with C2P's Top 2 Advisors
|
Sep 06, 2022 |
|
Communicating Financial Planning Concepts
|
Aug 17, 2022 |
|
Coffee Break with C2P: Using Home Equity in a Holistic Plan
|
Aug 09, 2022 |
|
Coffee Break with C2P: The Evolution of FIAs
|
Jun 22, 2022 |
|
The 5th Option with Walter Young
|
Jun 06, 2022 |
|
Coffee Break with C2P: The SECURE Act Updates with Special Guest Ed Slott
|
May 31, 2022 |
|
Coffee Break with C2P: Bucket Plan Challenges
|
May 19, 2022 |
|
How to Supplement a Tax-Free Retirement
|
Mar 29, 2022 |
|
How to Simplify the Way You Talk to Clients
|
Feb 17, 2022 |
|
Fixed Index Annuities as a Bond Alternative
|
Oct 05, 2021 |
|
4 Ways to Rethink Annuities in Your Clients’ Retirement Plan
|
Sep 21, 2021 |
|
Winning New Assets Under Management
|
Jul 27, 2021 |
|
Build Client Relationships with the Family Estate Organizer
|
May 19, 2021 |
|
Making the Simple, Simpler: Retirement Analyzer, The Bucket Plan® Edition
|
Mar 16, 2021 |
|
Holistic Financial Planning: A Success Story
|
Jan 12, 2021 |
|
Monetize Your Wisdom
|
Oct 19, 2020 |
|
The Power of a 4-Step Financial Planning Process
|
Aug 21, 2020 |
|
Positioning Life Insurance with Long-Term Care Benefits
|
Jun 30, 2020 |
|
The Bucket Plan Best Interest Process: A New Framework for Teaching
|
Jun 05, 2020 |
|
The Power of the Concepts and Tools of The Bucket Plan®
|
May 28, 2020 |
|
One-Year Home Health Care in Your Client’s Bucket Plan
|
Apr 23, 2020 |
|
Whole Life as an Alternative to Today's Low Interest Rates
|
Apr 15, 2020 |
|
How to Make it Rain in a Virtual Environment
|
Apr 01, 2020 |
|
Call Your Clients!
|
Mar 27, 2020 |
|
The Beneficiary Liquidity Plan
|
Mar 24, 2020 |
|
Best Practices for Hosting Virtual Meetings
|
Mar 20, 2020 |
|
Top Ways to Make Your Plan Deliverable Meeting More Effective
|
Feb 14, 2020 |
|
Designing your Client's Bucket Plan®
|
Dec 13, 2019 |
|
Protect Your Clients from Market Volatility
|
Oct 24, 2019 |
|
Tom Hegna
|
Oct 01, 2019 |
|
The Cash Flow Analysis
|
Aug 30, 2019 |
|
The Asset Sheet Questionnaire
|
Jul 31, 2019 |
|
An Asset Allocation Strategy Your Clients Will Actually Understand
|
Jun 28, 2019 |
|
Identify Risk & Investor Vulnerability
|
May 30, 2019 |
|
How Do You Increase Your Closing Ratio by 72.3%? Ask These Questions
|
Apr 17, 2019 |
|
Harnessing the Power of a Mastermind Group
|
Oct 24, 2018 |
|
Addressing Common Social Security Mistakes
|
Aug 21, 2018 |
|
FIAs as a Bond Alternative Applied
|
May 31, 2018 |
|
The Power of The Bucket Plan® Certification and CFF® Designation
|
Apr 04, 2018 |
|
The Cash Flow Analyzer Applied
|
Feb 01, 2018 |
|
Discover the Power of a Unique Process to Transform your Financial Practice
|
Nov 10, 2017 |
|
The Bucket Plan® Applied
|
Sep 27, 2017 |
|
Social Security Strategies Applied
|
Mar 17, 2016 |