Dave Alison's guest appearances

Dave Alison

Valuewalk's ValueTalks

Millennial Investing - The Investor’s Podcast Network

Jeff Dorman

Nolan Bauerle

Charlie Munger

Kevin Kelly

Chris White

Keith Smith

Bill Browder

Nassim Nicholas Taleb

Gregory Zuckerman

Guy Davis

Jeremy Schwartz

Scott Miller

Howard Marks

Tavi Costa

Will Rhind

OwlTail

Rebecca Hotsko chats with Dave Alison. In this episode, they discuss the 3 accounts we can funnel our money into and which investments we should ideally hold in each account, what problems can arise later on from having most of your wealth tied up in pre tax accounts, what are some other tax deductions we can create beyond putting money into tax deferred accounts, and much more!   Dave Alison, CFP®, EA, BPC, is a financial planner and entrepreneur and is the lead trainer and a founding partner of Clarity 2 Prosperity where Dave serves as a mentor and coach to thousands of financial advisors nationwide. He has developed numerous holistic financial planning training and is the creator of The Tax Management Journey℠. Dave’s ability to engineer advanced financial, tax, investment, insurance, and estate planning needs into one holistic plan also led him to found Alison Wealth Management, which serves clients virtually across the U.S. Dave is also a member of the Financial Planning Association.  IN THIS EPISODE, YOU’LL LEARN:  00:00 - Intro 04:05 - What investment options Dave recommends for someone who has a near term goal (of less than 2 years) but they don’t want their money just sitting in cash.  06:32 - What investment options Dave recommends for someone who is very risk averse and wants an investment that offers a guaranteed return, even if it’s low.  10:10 - What situations does it make sense for a millennial to start considering annuities?  12:25 - The three resources permanent life insurance provides.  14:27 - His framework for building a tax efficient savings and accumulation plan.  16:21 - The 3 accounts we can funnel our money into and which investments we should ideally hold in each account.  27:00 - What problems can arise later on from having most of your wealth tied up in pre tax accounts.  33:18 - What are some other tax deductions we can create beyond putting money into tax deferred accounts.  37:46 - When it makes sense to sell a losing investment.  45:48 - When it would make sense for an individual to do a Roth Conversion.  52:26 - The order of how we should take distributions in the most tax optimal way.  And much, much more!   *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.  BOOKS AND RESOURCES Check out: Clarity 2 Prosperity. Check out: Alison Wealth Management.Related Episode: Listen to MI193: Risk Management Techniques &amp; Studying Warren Buffett w/ Max Rudolph, or watch the video.  NEW TO THE SHOW? Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.  P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!   SPONSORS Get a FREE audiobook from Audible.Get personalized, expert advice that helps you see things clearly with ATB.Take stock of your finances and investing strategy with Betterment.Let an expert do your taxes from start to finish so you can relax with TurboTax.Talk to your clients about Desjardins Responsible Investment today and support what’s right for society and what’s good for business.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Find the perfect piece of jewelry for life’s special moments with Blue Nile. Save up to 50% off today!Support our free podcast by supporting our sponsors.  Connect with Dave:  Twitter | LinkedIn  Connect with Rebecca: Twitter | Instagram   HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Rebecca Hotsko chats with Dave Alison. In this episode, they discuss the 3 accounts we can funnel our money into and which investments we should ideally hold in each account, what problems can arise later on from having most of your wealth tied up in pre tax accounts, what are some other tax deductions we can create beyond putting money into tax deferred accounts, and much more!  Dave Alison, CFP®, EA, BPC, is a financial planner and entrepreneur and is the lead trainer and a founding partner of Clarity 2 Prosperity where Dave serves as a mentor and coach to thousands of financial advisors nationwide. He has developed numerous holistic financial planning training and is the creator of The Tax Management Journey℠. Dave’s ability to engineer advanced financial, tax, investment, insurance, and estate planning needs into one holistic plan also led him to found Alison Wealth Management, which serves clients virtually across the U.S. Dave is also a member of the Financial Planning Association. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 04:05 - What investment options Dave recommends for someone who has a near term goal (of less than 2 years) but they don’t want their money just sitting in cash.  06:32 - What investment options Dave recommends for someone who is very risk averse and wants an investment that offers a guaranteed return, even if it’s low.  10:10 - What situations does it make sense for a millennial to start considering annuities?  12:25 - The three resources permanent life insurance provides.  14:27 - His framework for building a tax efficient savings and accumulation plan.  16:21 - The 3 accounts we can funnel our money into and which investments we should ideally hold in each account.  27:00 - What problems can arise later on from having most of your wealth tied up in pre tax accounts.  33:18 - What are some other tax deductions we can create beyond putting money into tax deferred accounts.  37:46 - When it makes sense to sell a losing investment.  45:48 - When it would make sense for an individual to do a Roth Conversion.  52:26 - The order of how we should take distributions in the most tax optimal way.  And much, much more!  *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES <ul><li>Check out: <a href="https://clarity2prosperity.com/" rel="noopener noreferrer nofollow" target="_blank">Clarity 2 Prosperity.</a> </li><li>Check out: <a href="https://alisonwealth.com/about" rel="noopener noreferrer nofollow" target="_blank">Alison Wealth Management.</a></li><li>Related Episode: Listen to <a href="https://link.chtbl.com/MI193" rel="noopener noreferrer nofollow" target="_blank">MI193: Risk Management Techniques &amp; Studying Warren Buffett w/ Max Rudolph</a>, or watch the <a href="https://www.theinvestorspodcast.com/millennial-investing/risk-management-techniques/" rel="noopener noreferrer nofollow" target="_blank">video</a>.</li></ul> NEW TO THE SHOW? <ul><li>Check out our <a href="https://www.theinvestorspodcast.com/mi-starter-packs/" rel="noopener noreferrer nofollow" target="_blank">Millennial Investing Starter Packs</a>.</li><li>Browse through all our episodes (complete with transcripts) <a href="https://www.theinvestorspodcast.com/millennial-investing/" rel="noopener noreferrer nofollow" target="_blank">here</a>.</li><li>Try Robert and Rebecca’s favorite tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer nofollow" target="_blank">TIP Finance</a>.</li><li>Enjoy exclusive perks from our <a href="https://www.theinvestorspodcast.com/affiliates/" rel="noopener noreferrer nofollow" target="_blank">favorite Apps and Services</a>.</li><li>Stay up-to-date on financial markets and investing strategies through our daily newsletter,<a href="https://www.theinvestorspodcast.com/newsletters/" rel="noopener noreferrer nofollow" target="_blank"> We Study Markets</a>.</li><li>Learn how to better start, manage, and grow your business with the <a href="https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/" rel="noopener noreferrer nofollow" target="_blank">best business podcasts</a>.</li></ul> P.S The Investor’s Podcast Network is excited to launch a <a href="https://clicks.aweber.com/y/ct/?l=7HQTa&amp;m=3hIUiG6T8vBkNOB&amp;b=8NVZC.qh9__ur.qME8mcEQ" rel="noopener noreferrer nofollow" target="_blank">subreddit</a> devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit <a href="https://clicks.aweber.com/y/ct/?l=7HQTa&amp;m=3hIUiG6T8vBkNOB&amp;b=8NVZC.qh9__ur.qME8mcEQ" rel="noopener noreferrer nofollow" target="_blank">r/TheInvestorsPodcast</a> today! SPONSORS <ul><li>Get a <a href="https://www.amazon.com/Audible-Free-Trial-Digital-Membership/dp/B00NB86OYE/?&amp;_encoding=UTF8&amp;tag=millenniali0e-20&amp;linkCode=ur2&amp;linkId=1c34937c3747cd4044bdc87a7823c82f&amp;camp=1789&amp;creative=9325" rel="noopener noreferrer nofollow" target="_blank">FREE audiobook from Audible</a>.</li><li>Get personalized, expert advice that helps you see things clearly with <a href="https://www.atb.com/WhatIf" rel="noopener noreferrer nofollow" target="_blank">ATB</a>.</li><li>Take stock of your finances and investing strategy with <a href="https://betterment.com/millennial" rel="noopener noreferrer nofollow" target="_blank">Betterment</a>.</li><li>Let an expert do your taxes from start to finish so you can relax with <a href="https://turbotax.com/" rel="noopener noreferrer nofollow" target="_blank">TurboTax</a>.</li><li>Talk to your clients about <a href="https://desjardinsfunds.com/RI" rel="noopener noreferrer nofollow" target="_blank">Desjardins Responsible Investment</a> today and support what’s right for society and what’s good for business.</li><li>If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with <a href="https://getrefunds.com/" rel="noopener noreferrer nofollow" target="_blank">Innovation Refunds</a>.</li><li>Find the perfect piece of jewelry for life’s special moments with <a href="https://bluenile.com/" rel="noopener noreferrer nofollow" target="_blank">Blue Nile</a>. Save up to 50% off today!</li><li>Support our free podcast by supporting our <a href="https://theinvestorspodcast.com/sponsors" rel="noopener noreferrer nofollow" target="_blank">sponsors</a>.</li></ul> Connect with Dave: <a href="https://mobile.twitter.com/alisonwealth" rel="noopener noreferrer nofollow" target="_blank">Twitter</a> | <a href="https://www.linkedin.com/in/davealison/" rel="noopener noreferrer nofollow" target="_blank">LinkedIn</a> Connect with Rebecca: <a href="https://twitter.com/rebecca_hotsko" rel="noopener noreferrer nofollow" target="_blank">Twitter</a> | <a href="https://www.instagram.com/rebecca.hotsko/" rel="noopener noreferrer nofollow" target="_blank">Instagram</a> HELP US OUT! Help us reach new listeners by leaving us a <a href="https://docs.google.com/presentation/d/1yJtgkwxTcMYZsdcbpjDYsnWh9tEGJWN-o_zEXbIbfKI/edit#slide=id.p" rel="noopener noreferrer nofollow" target="_blank">rating and review</a> on <a href="https://podcasts.apple.com/us/podcast/millennial-investing-the-investors-podcast-network/id1477323816" rel="noopener noreferrer nofollow" target="_blank">Apple Podcasts</a>! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer nofollow" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer nofollow" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

MI251: Mastering Your Money w/ Dave Alison

IN THIS EPISODE, YOU’LL LEARN: 02:50 - How to create a financial plan using Dave’s “The Bucket Plan” method. 09:42 - How to protect your portfolios against periods of rising interest rates and recessions. 37:28 - Dave’s advice on how to allocate your assets between investment accounts in the most optimal way.37:28 - How to allocate your investments in the most tax optimal way. 41:27 - What a money cycle is and the role it plays in your investment plan. 46:01 - What a pyramid of risk is, and how it can be used to help inform your investment decisions. 56:42 - How to determine when it's time to sell some of our winners. 01:07:03 - How to use the Bucket Plan to help you rebalance your portfolio. 01:08:04 - Dave’s advice on how to avoid common investing mistakes during a recession.And much, much more!  *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.  BOOKS AND RESOURCES Check out: Clarity 2 Prosperity. Check out: Alison Wealth Management. Related Episode: Risk Management Techniques &amp; Studying Warren Buffett w/ Max Rudolph - MI193.  NEW TO THE SHOW? Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Clay’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.  P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!  SPONSORS Get a FREE audiobook from Audible.Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Take a position daily on potential price movements, and gain exposure while limiting risk with Interactive Brokers.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Get personalized, expert advice that helps you see things clearly with ATB.Find an advisor who’s invested in you with iA Financial Services Inc.Join Steadily and BiggerPockets in recognizing and celebrating landlords nationwide by participating in the #AmericasBestLandlord contest. Find out how you can win $10,000 today.Enjoy a 400-calorie meal that contains 40g of expertly sourced, premium plant protein, all 26 essential vitamins and minerals, and a scientifically calibrated mix of carbs, good fats and fiber with Huel Black Edition. Plus, get a free t-shirt and free shaker with your first order.Support our free podcast by supporting our sponsors.   Connect with Dave: Twitter | LinkedIn Connect with Rebecca: Twitter | Instagram  HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

IN THIS EPISODE, YOU’LL LEARN: <ul><li>02:50 - How to create a financial plan using Dave’s “The Bucket Plan” method. </li><li>09:42 - How to protect your portfolios against periods of rising interest rates and recessions. </li><li>37:28 - Dave’s advice on how to allocate your assets between investment accounts in the most optimal way.</li><li>37:28 - How to allocate your investments in the most tax optimal way. </li><li>41:27 - What a money cycle is and the role it plays in your investment plan. </li><li>46:01 - What a pyramid of risk is, and how it can be used to help inform your investment decisions. </li><li>56:42 - How to determine when it's time to sell some of our winners. </li><li>01:07:03 - How to use the Bucket Plan to help you rebalance your portfolio. </li><li>01:08:04 - Dave’s advice on how to avoid common investing mistakes during a recession.</li><li>And much, much more!</li></ul> *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES <ul><li>Check out: <a href="https://clarity2prosperity.com/" rel="noopener noreferrer nofollow" target="_blank">Clarity 2 Prosperity.</a> </li><li>Check out: <a href="https://alisonwealth.com/about" rel="noopener noreferrer nofollow" target="_blank">Alison Wealth Management.</a> </li><li>Related Episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/risk-management-techniques/" rel="noopener noreferrer nofollow" target="_blank">Risk Management Techniques &amp; Studying Warren Buffett w/ Max Rudolph - MI193</a>.</li></ul> NEW TO THE SHOW? <ul><li>Check out our <a href="https://www.theinvestorspodcast.com/mi-starter-packs/" rel="noopener noreferrer nofollow" target="_blank">Millennial Investing Starter Packs</a>.</li><li>Browse through all our episodes (complete with transcripts) <a href="https://www.theinvestorspodcast.com/millennial-investing/" rel="noopener noreferrer nofollow" target="_blank">here</a>.</li><li>Try Robert and Clay’s favorite tool for picking stock winners and managing our portfolios: <a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer nofollow" target="_blank">TIP Finance</a>.</li><li>Enjoy exclusive perks from our <a href="https://www.theinvestorspodcast.com/affiliates/" rel="noopener noreferrer nofollow" target="_blank">favorite Apps and Services</a>.</li><li>Stay up-to-date on financial markets and investing strategies through our daily newsletter, <a href="https://www.theinvestorspodcast.com/newsletters/" rel="noopener noreferrer nofollow" target="_blank">We Study Markets</a>.</li><li>Learn how to better start, manage, and grow your business with the <a href="https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/" rel="noopener noreferrer nofollow" target="_blank">best business podcasts</a>.</li></ul> P.S The Investor’s Podcast Network is excited to launch a<a href="https://clicks.aweber.com/y/ct/?l=7HQTa&amp;m=3hIUiG6T8vBkNOB&amp;b=8NVZC.qh9__ur.qME8mcEQ" rel="noopener noreferrer nofollow" target="_blank"> subreddit</a> devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit<a href="https://clicks.aweber.com/y/ct/?l=7HQTa&amp;m=3hIUiG6T8vBkNOB&amp;b=8NVZC.qh9__ur.qME8mcEQ" rel="noopener noreferrer nofollow" target="_blank"> r/TheInvestorsPodcast</a> today! SPONSORS <ul><li>Get a <a href="https://www.amazon.com/Audible-Free-Trial-Digital-Membership/dp/B00NB86OYE/?&amp;_encoding=UTF8&amp;tag=millenniali0e-20&amp;linkCode=ur2&amp;linkId=1c34937c3747cd4044bdc87a7823c82f&amp;camp=1789&amp;creative=9325" rel="noopener noreferrer nofollow" target="_blank">FREE audiobook from Audible</a>.</li><li>Invest in high quality, cash flowing real estate without all of the hassle with <a href="https://www.passiveinvesting.com/" rel="noopener noreferrer nofollow" target="_blank">Passive Investing</a>.</li><li>Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with <a href="https://mackenzieinvestments.com/" rel="noopener noreferrer nofollow" target="_blank">Mackenzie Investments</a>.</li><li>Take a position daily on potential price movements, and gain exposure while limiting risk with <a href="https://eventtrader.interactivebrokers.com/" rel="noopener noreferrer nofollow" target="_blank">Interactive Brokers</a>.</li><li>If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with <a href="https://getrefunds.com/" rel="noopener noreferrer nofollow" target="_blank">Innovation Refunds</a>.</li><li>Get personalized, expert advice that helps you see things clearly with <a href="https://www.atb.com/WhatIf" rel="noopener noreferrer nofollow" target="_blank">ATB</a>.</li><li>Find an advisor who’s invested in you with <a href="https://investia.ca/" rel="noopener noreferrer nofollow" target="_blank">iA Financial Services Inc</a>.</li><li>Join <a href="https://steadily.com/contest" rel="noopener noreferrer nofollow" target="_blank">Steadily</a> and BiggerPockets in recognizing and celebrating landlords nationwide by participating in the #AmericasBestLandlord contest. Find out how you can win $10,000 today.</li><li>Enjoy a 400-calorie meal that contains 40g of expertly sourced, premium plant protein, all 26 essential vitamins and minerals, and a scientifically calibrated mix of carbs, good fats and fiber with <a href="https://huel.com/investing" rel="noopener noreferrer nofollow" target="_blank">Huel</a> Black Edition. Plus, get a free t-shirt and free shaker with your first order.</li><li>Support our free podcast by supporting our <a href="https://theinvestorspodcast.com/sponsors" rel="noopener noreferrer nofollow" target="_blank">sponsors</a>. </li></ul> Connect with Dave: <a href="https://mobile.twitter.com/alisonwealth" rel="noopener noreferrer nofollow" target="_blank">Twitter</a> | <a href="https://www.linkedin.com/in/davealison/" rel="noopener noreferrer nofollow" target="_blank">LinkedIn</a> Connect with Rebecca: <a href="https://twitter.com/rebecca_hotsko" rel="noopener noreferrer nofollow" target="_blank">Twitter</a> | <a href="https://www.instagram.com/millennialinvestingpodcast/" rel="noopener noreferrer nofollow" target="_blank">Instagram</a> HELP US OUT! Help us reach new listeners by leaving us a <a href="https://docs.google.com/presentation/d/1yJtgkwxTcMYZsdcbpjDYsnWh9tEGJWN-o_zEXbIbfKI/edit#slide=id.p" rel="noopener noreferrer nofollow" target="_blank">rating and review</a> on <a href="https://podcasts.apple.com/us/podcast/millennial-investing-the-investors-podcast-network/id1477323816" rel="noopener noreferrer nofollow" target="_blank">Apple Podcasts</a>! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer nofollow" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer nofollow" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

MI234: How to Create a Recession Proof Financial Plan  w/ Dave Alison

Hello Podcast listeners,Today is a very special episode with Dave Alison, CFP, EA, founding partner of C2P Enterprises. Dave is also the founder and CEO of Alison Wealth Management. Dave is a graduate of Bowling Green State University with a Bachelor of Science in Finance. In today’s episode we discuss his approach to investing and financial planning.Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Dave Alison, CFP, EA, founding partner of C2P Enterprises. Dave is also the founder and CEO of Alison Wealth Management. Dave is a graduate of Bowling Green State University with a Bachelor of Science in Finance. In today’s episode we discuss his approach to investing and financial planning. Enjoy and thanks for the listen!