Complete Wealth Management With Dave Alison

About 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.

Publisher

Dave Alison, CFP®, EA, BPC

Category

business · education · news

Language

en

Explicit

No

First episode

11 Nov 2022

Latest episode

18 Jan 2025

Latest episodes

24 episodes in the feed.

1. 

   18 Jan 2025

   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 the final months of 2024 and what we might see in the first months of 2025.Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed ...

2. 

   11 Oct 2024

   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 enter into the fourth quarter of 2024. We will discuss:✅ What could the start of the Fed rate cutting cycle mean for investors? The Federal Reserve kicked off its highly anticipated rate cutting cycle with a 50-basis point reduction in September 2024. His...

3. 

   22 Aug 2024

   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. In this video, we will break down the income and estate tax considerations of her proposal.We will discuss:➡️ Exempting Tip Income from Taxation➡️ Expanding Tax Credits for Families➡️ Housing Tax Incentives➡️ Clawing Back Deductions➡️ Corporate Income Tax...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

6 ratings

Spotify

5.0 / 5

4 ratings

Podcast Authority Score: 22 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

32

Social presence

0

YouTube

0

Engagement

32

Contact Complete Wealth Management With Dave Alison

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.