HeyJaredThe 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.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Jul 28, 2026
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- Checking…
- Earliest in this view
- Jul 15, 2026
Latest episodes
Guaranteed Income and Retirement Happiness: What Advisors Should Know (opens the original)
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Many of your clients have enough money to live the retirement they planned, but they're not spending it. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner at Prosperity Capital Advisors, as he sits down with economist and retirement income specialist, Tom Hegna. Together they walk through what the research shows about guaranteed lifetime income, the "just in case" mindset and what it costs clients in their retirement years, and how to frame that conversation in a way that land
Client Communication: Why Visuals Land When Numbers Don't (opens the original)
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Get a free copy of Jamie’s Book, Your Retirement Sketchbook: 125 Retirement planning Lessons from Financial Experts by visiting https://bit.ly/4f3Gzlg. Many financial planning conversations lean on spreadsheets, Monte Carlo projections, and pie charts, but Jamie Hopkins has built a career around a different approach: sketching. Join host Dave Alison, President of Wealth Management and founding partner at Prosperity Capital Advisors, as he sits down with Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU
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