Complete Wealth Management With Dave Alison
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 and estate planning needs into one holistic plan led him to found Alison Wealth Management.
Dave’s exceptional contributions to the financial services industry have garnered prestigious accolades, including being named a 2023 InvestmentNews 40 Under 40 honoree, a 2023 ThinkAdvisor LUMINARIES winner for thought leadership and education, InvestmentNews Top Advisors 2024 list, Excellence Awardee Finalist for the 2024 InvestmentNews Awards, and a multiple-year recipient of the Five Star Wealth Manager Award.
His expertise in holistic wealth management has garnered recognition from reputable media outlets, such as Bloomberg, MarketWatch, Schwab, Forbes, Investor's Business Daily, U.S. News & World Report, and Financial Planning Magazine, positioning him as a trusted source in the field.
Furthermore, Dave is the founding partner & President of C2P, a platform committed to enhancing financial planning, investment, and training offerings for advisors and their clients across the United States. Dave is also President & Chair of the Investment Committee at Prosperity Capital Advisors — C2P’s SEC-registered, nationally acclaimed investment advisory firm managing over $3.2 billion in client assets.
Episodes
24 episodes
Q1 2025 Market Intel Report | Thriving Through High Valuations and Policy Changes
Stocks boomed again in 2024, delivering a strong performance powered by interest rate cuts and hopes for economic growth.Can the bull market keep running? Is a correction hiding around the corner?We'll dive into what happened in...
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Season 1
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Episode 24
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10:02
Q4 2024 Market Intel Report | Alison Wealth Management
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...
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Season 1
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Episode 23
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12:44
Kamala Harris Tax Proposal Broken Down - August 2024
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.
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Season 1
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Episode 22
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19:51
Navigating Election Year Volatility: Insights from the Q3 2024 Market Intel Report
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 g...
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Season 1
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Episode 21
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12:00
The Great Sunset From The Tax Cuts & Jobs Act: Are Your Taxes Going Up?
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 appro...
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Season 1
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Episode 20
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1:00:40
Maximizing Financial Windfalls: Avoid Mistakes with Inheritance, Stock Liquidity, or Business Sale
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. ...
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30:52
Stock Market Investing in Election Year 2024
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 el...
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43:17
Strategic Philanthropy: The Art of Meaningful Charitable Giving
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 ...
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40:04
Optimizing Retirement and Tax-Advantaged Investing
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 anecdot...
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Season 1
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Episode 16
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56:59
Retire with Confidence: Tackling Your Biggest Fears
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...
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Season 1
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Episode 15
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48:36
Decoding the U.S. Economy's Resilience: A Q1 2024 Market Intel Report with Dave Alison | Episode 14
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 s...
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Season 1
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Episode 14
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10:47
Sailing into an Early Retirement | Complete Wealth Management Podcast E13
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, Jay...
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Season 1
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Episode 13
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33:34
21 Strategic Year End Tax Moves | Episode 12
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 navi...
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55:05
Exploring the Five Pillars of Holistic Wealth Management | Episode 11
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...
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Season 1
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Episode 11
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56:24
Lessons from Q3 Market Performance and Q4 Market Intel | Episode 10
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 ra...
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Season 1
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Episode 10
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19:44
Cash vs Loan: Deciphering the Tradeoffs | Episode 9
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...
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Season 1
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Episode 9
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49:39
Demystifying Stock Options | Episode 8
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 detai...
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Season 1
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Episode 8
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43:28
Q3 Market Intel Report | Episode 7
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 discu...
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16:01
Q2 Market Intel Report | Episode 6
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....
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Season 1
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Episode 6
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17:19
Megatrend Investing with Jeff Spiegel | Episode 5
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 ...
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Season 1
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Episode 5
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28:02
2022 Stock Market Recap & 2023 Market & Economic Outlook | Episode 4
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-ye...
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Season 1
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Episode 4
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29:54
Protecting Your Most Important Assets: Your Family & Your Portfolio with Harley Gordon | Episode 3
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 discu...
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Season 1
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Episode 3
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44:34
The 3 Most Important Questions For Your Estate Plan with Guest Benjamin Kelly | Episode 2
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. ...
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Season 1
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Episode 2
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54:57
Navigating a Volatile Market with Guest Apollo D. Lupescu, PhD | Episode 1
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:InflationFed raising ratesThe potential for a recession...
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Season 1
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Episode 1
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58:09