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Learn the strategies and techniques used by the ultra-wealthy to maximize their wealth. In this podcast, Dave Alison and the team at Alison Wealth will discuss relevant topics to help you build, grow, and protect your wealth. About The Host: Dave Alison, CFP®, EA, BPC is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. His professional capabilities to engineer advanced financial, tax, investment, insurance a ...
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Q4 2024 Market Intel Report | Alison Wealth Management
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12:44
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With a strong but volatile push into the fourth quarter of 2024, the stock market has delivered great results to investors who have stayed disciplined. In this video, we will discuss the 3 key themes on the minds of investors as we enter into the fourth quarter of 2024. We will discuss: ✅ What could the start of the Fed rate cutting cycle mean for …
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Kamala Harris Tax Proposal Broken Down - August 2024
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On August 16, 2024, Presidential candidate Kamala Harris released details of her economic and tax plan. Bob Keebler analyzes the estate and gift tax proposals contained in the proposed American Housing and Economic Mobility Act of 2024. In this video, we will break down the income and estate tax considerations of her proposal. We will discuss: ➡️ E…
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Navigating Election Year Volatility: Insights from the Q3 2024 Market Intel Report
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Can a presidential election year bring stability to your portfolio? Find out how historical trends and informed strategies can guide you through the noise. In this episode, we explore the third quarter 2024 market intel report, revealing that global equity markets have returned a solid 10% so far. Despite the usual election-year volatility, we unde…
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The Great Sunset From The Tax Cuts & Jobs Act: Are Your Taxes Going Up?
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Unlock the secrets to masterful tax management with our latest episode where we navigate through the transformative landscape post the Tax Cuts and Jobs Act of 2017, they shed light on how Alison Wealth Management has redefined the way we approach tax planning. From our early family office days to serving a diverse clientele, this episode promises …
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Maximizing Financial Windfalls: Avoid Mistakes with Inheritance, Stock Liquidity, or Business Sale
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30:52
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Join us on the Complete Wealth Management Podcast, Episode 19, where Certified Financial Planners and Tax Experts Dave Alison, Conrad Levesque, and David Roth delve into considerations, planning, and strategies for a sudden financial windfall. Whether you’ve received an inheritance, sold a business, or cashed out stock options, this episode provide…
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Stock Market Investing in Election Year 2024
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Have you ever wondered if presidential elections should sway your stock portfolio strategy? This episode might just shift your perspective. We sift through a century's worth of data, debunking doomsday assumptions about market performance in election years. While some investors joke about packing for Canada based on political outcomes, we're here t…
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Strategic Philanthropy: The Art of Meaningful Charitable Giving
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Unlock the secrets of meaningful philanthropy and ensure your generosity leaves a lasting impact. Joining me is Christopher P. Woehrle, JD, LLM, an adjunct professor of taxation at the Widger School of Law, Villanova University. Chris is a tax attorney & philanthropy expert with a heart for giving. In this episode, we explore the depths of strategi…
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Optimizing Retirement and Tax-Advantaged Investing
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Dive headfirst into the world of taxes and chuckle along as we explore the comedic side of CPAs' March Madness—a frenzy of number crunching that rivals any basketball tournament. Our latest episode offers a spirited look at the humorous anecdotes that pepper tax season, from deductions so wild they border on mythical to the truth behind splurging f…
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Retire with Confidence: Tackling Your Biggest Fears
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In this empowering episode of The Complete Wealth Management Podcast, we delve deep into the heart of retirement planning, providing you with actionable strategies to alleviate your biggest retirement concerns. Hosted by Dave Alison, a seasoned certified financial planner, and joined by esteemed guest Conrad Levesque, CFP, CPA and David Roth, CFP, …
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Decoding the U.S. Economy's Resilience: A Q1 2024 Market Intel Report with Dave Alison | Episode 14
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In this episode, Dave Alison reflects on 2023 and shares our Q1 Market Intel Report. We're peeling back the layers on inflation's retreat, robust consumer spending, and a labor market that's standing strong against the odds. Dave doesn't just share the hard numbers; he brings clarity to what these trends mean for the year ahead, especially with whi…
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Sailing into an Early Retirement | Complete Wealth Management Podcast E13
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Ever pondered what it'd be like to trade the 9-5 grind for an early retirement? How about a life of sailing and adventure instead of sitting in front of the computer screen? That's precisely what our wealth management client's, Jayne and James, did! In this special client experience episode, I sit down with James and Jayne, who became clients of Al…
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21 Strategic Year End Tax Moves | Episode 12
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Welcome to The Complete Wealth Management's podcast, where tax experts and Certified Financial Planners Dave Alison, Conrad Levesque and David Roth unpack "21 Strategic Year-End Tax Moves" for to help build your wealth. Join us as we navigate key actions to optimize your tax situation before the year concludes. 👉 Maximize retirement contributions, …
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Exploring the Five Pillars of Holistic Wealth Management | Episode 11
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56:24
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Step into the world of finance as we sit down with Alison Wealth's newest team member, Conrad Levesque, CFP®, CPA, BPC, a seasoned professional who has been navigating the intricate labyrinth of the finance industry since he was a mere 16 years old. Conrad’s journey is an intriguing one and brings a fresh perspective to our show. Join us as we unra…
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Lessons from Q3 Market Performance and Q4 Market Intel | Episode 10
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19:44
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In this episode, we will recap the stock market performance in Q3 of 2023 and talk about the 3 key themes on the minds of investors as we head into Q4 2023 during our market intel report. We will discuss... 👉 Why haven't higher rates caused the economy to slow more? 👉 What might come next for interest rates? 👉 Is now a good time to consider adding …
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Cash vs Loan: Deciphering the Tradeoffs | Episode 9
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In this episode of The Complete Wealth Management Podcast, join host Dave Alison, CFP, EA, alongside financial advisors and tax experts David Roth, CFP, EA, and Conrad Levesque, CFP, CPA as we dive deep into one of life's most crucial financial decisions. Should you pay cash or take out a loan for major purchases? In this episode, we discuss: 👉The …
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In this episode of The Complete Wealth Management Podcast, join host Dave Alison, CFP, EA, alongside financial advisor and tax expert David Roth, CFP, EA, as they demystify the world of stock options. Delve into the intricate details of incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock units (RSUs), and performanc…
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In this episode, Dave Alison will reflect on the first half of 2023 stock market performance, but more importantly, talk about what's going on in investors' minds as we look at the second half of the year. The three major themes we discuss are: 👉What contributed to the resiliency of the economy and markets in the first half of 2023? 👉Has the Fed do…
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In this episode, Dave Alison will reflect on the first quarter of 2023 stock market performance, but more importantly, talk about what's going on in investors' minds as we look at the second quarter and what the remainder of 2023 can bring. The three major themes I discuss are: 👉Are we nearing the end of the fight against inflation? 👉How will the F…
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Megatrend Investing with Jeff Spiegel | Episode 5
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The modern world is changing at the speed of innovation, transforming the way we live and work. We see this change, and the pull of the future, through megatrends – powerful, transformative forces that can change the trajectory of the global economy by shifting the priorities of societies, driving innovation and redefining business models. In this …
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2022 Stock Market Recap & 2023 Market & Economic Outlook | Episode 4
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In this episode, we will discuss the challenges of investing in 2022 as well as our market & economic outlook for 2023. We will discuss... 👉 How the lingering impacts from Covid, geopolitical events, record surging 40-year high inflation, and an unprecedented interest rate hike by the Fed have impacted the stock & bond market. 👉 What falling inflat…
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Protecting Your Most Important Assets: Your Family & Your Portfolio with Harley Gordon | Episode 3
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In this episode, elder law attorney & long term care expert Harley Gordon joins Dave Alison to talk about the consequences of an extended care event on you, your portfolio, and most importantly, your family. We will discuss... 👉What an extended care event is and how it impacts a retirement 👉The impact of an extended care event on your spouse & chil…
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The 3 Most Important Questions For Your Estate Plan with Guest Benjamin Kelly | Episode 2
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In this episode, estate planning attorney Benjamin Kelly joins Dave Alison to talk about techniques and strategies used to protect your family from the what-ifs in life in addition to advanced strategies to reduce your lifetime taxes. We will discuss... 👉The 3 most important questions for your estate plan 👉The core estate planning documents most pe…
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Navigating a Volatile Market with Guest Apollo D. Lupescu, PhD | Episode 1
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58:09
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In this episode, Apollo D. Lupescu, PhD joins Dave Alison to talk about navigating volatile markets. We will discuss investor concerns at the moment, including: Inflation Fed raising rates The potential for a recession Geopolitical risks with China and the war in Ukraine Tech stocks ...and how we should be thinking about our investments going forwa…
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