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. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
In this best-of compilation, Tom Lambotte, Dave Alison, Geoff Woods, and Prosperity Capital Advisors’ own compliance team share practical AI integration strategies from four recent episodes, covering prompt engineering, compliance guardrails, and firm-wide implementation. If you’ve been consuming AI content without applying it, this is where to start.
Resources Mentioned
The AI Driven Leader (https://www.amazon.com/AI-Driven-Leader-Harnessing-Smarter-Decisions/dp/B0GZ8F4C8Z/ref=sr_1_1?dib=eyJ2IjoiMSJ9.vjWRvEF_SPcavgUDP1LtArZfQ5p6LjnjfK4Afk-cvVBr8Q0UIq9czekqjQtLbtiU914H8aayS0pjImY03DFaY8esyMDEzdYiH0bLPCTHGbUsTd_ULAMqY7xXHIrVd-JySUEs6zvuvqKkrJPxuyULbDTwsGoawH3nuL8t_joU0l3TMm_Tbi6uweeOES2YjKNYd8YDUjELQCKin4J6Jo7exdx1hsj6wzq4CdBvDX1WzUQ.7UxMdQqvve4amEBk78uSuaMI7GfpQeNzC1UuX4P6XWg&dib_tag=se&hvadid=778081071273&hvdev=c&hvexpln=67&hvlocphy=9015328&hvnetw=g&hvocijid=9387653078964329652--&hvqmt=e&hvrand=9387653078964329652&hvtargid=kwd-2369573381698&hydadcr=24402_13859646&keywords=the+ai-driven+leader&mcid=964f0d8d02753e6e986ab5e2132b4f8a&qid=1791910173&sr=8-1) book by Geoff Woods:
AI Leadership website: aileadership.com (https://www.aileadership.com/)
28 Jul 2026
Guaranteed Income and Retirement Happiness: What Advisors Should Know
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 lands.
Resources:
Website referenced: Tom Hegna On Demand (https://tomhegna.com/on-demand)
Books referenced: Don't Worry, Retire Happy (https://www.amazon.com/Worry-Retire-Happy-Retirement-Security/dp/0990794326) and Paychecks and Playchecks (https://www.amazon.com/Paychecks-Playchecks-Retirement-Solutions-Life/dp/098421738X) by Tom Hegna
Statistics:
Retirees with annuitized income spend twice as much as those with non-annuitized savings (https://www.limraconsumer.com/news/license-to-spend/)
Fixed indexed annuities have outperformed bonds on an annualized basis for the past 90 years (https://annuityjournal.org/wp-content/uploads/2026/03/ibbotson-fia-whitepaper.pdf)
The efficient retirement portfolio frontier shifts from stocks and bonds to stocks and annuities (https://www.morningstar.com/retirement/wade-pfau-higher-bond-yields-are-plus-retirees)
Annuities can increase happiness in retirement (https://www.wealthmanagement.com/retirement-planning/how-annuities-can-increase-happiness-retirement)
The secret to a happier retirement is friends, neighbors, and a fixed annuity." (https://insurancenewsnet.com/innarticle/focus-on-retirement-happiness-to-make-the-annuity-case)
Ernst & Young: The optimal retirement portfolio is approximately 30% income annuities, 30% permanent life insurance, and 40% investments.
BlackRock: Retirees should hold 20–40% of their retirement portfolio in annuities.
Goldman Sachs: Annuities can produce better returns than a stock or bond portfolio for lifetime income purposes.
15 Jul 2026
Client Communication: Why Visuals Land When Numbers Don't
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®, RICP®, Chief Wealth Officer at WSFS Bank and CEO of Bryn Mawr Capital Management, to discuss his new book, Your Retirement Sketchbook: 125 Retirement Planning Lessons from Financial Experts. Dave and Jamie explore why sketching and visual tools help clients engage with complex planning concepts, research behind why imperfect drawings invite participation, and how understanding a client's personal money story can transform the advisor-client relationship.
Resources:
Books referenced:
Your Retirement Sketchbook: 125 Retirement Planning Lessons from Financial Experts (https://www.amazon.com/Your-Retirement-Sketchbook-Planning-Financial-ebook/dp/B0GQX1GVWP?ref_=ast_author_mpb) by Jamie Hopkins and Bonnie Hopkins
Rewirement: Rewiring The Way You Think About Retirement! (https://www.amazon.com/Rewirement-Rewiring-Think-About-Retirement-ebook/dp/B093NM2MW7/ref=books_amazonstores_desktop_mfs_aufs_ap_sc_dsk_1?_encoding=UTF8&pd_rd_w=m75lq&content-id=amzn1.sym.9c9a049f-252a-49d9-a8c2-e300a1663200&pf_rd_p=9c9a049f-252a-49d9-a8c2-e300a1663200&pf_rd_r=138-6734126-4664913&pd_rd_wg=sE2jB&pd_rd_r=b9246231-59a1-4ceb-be1f-640744da3ff3) by Jamie Hopkins
Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! (https://www.amazon.com/Rich-Dad-Poor-Teach-Middle-ebook/dp/B07C7M8SX9/ref=sr_1_1?crid=3NTF47IXDMXHF&dib=eyJ2IjoiMSJ9.rkOQaoOQzlrkPqNJJNkNJl_aFNGI4-kup-gplO1zyI8_-Lp2dtM02PoMwW6IGLFFo3o02k48fiqhruURM84-2aNL4ZV83U7FmSuUQsziiKYg4yz-ilWLEODyEWOOPs1XAt99_l-0VVjhAh7K3ZXP3cTu2jYOYRzSnbYua-GoAE0TcTU7ZcmK8pTAlkaeCG_vWlb26rD7S2wUlrzw1iRNB6NMDwOcjMiCXMdOwG1vvp4.9DYWi8j16zs7XcMJ4fyfckytsh0VJxfK7h8Bsxyiw_I&dib_tag=se&keywords=rich+dad+poor+dad+book&qid=1784046310&s=digital-text&sprefix=Rich+Dad+Poor+Dad+%2Cdigital-text%2C160&sr=1-1) by Robert T. Kiyosaki
Program referenced: RICP® program at The American College of Financial Services (https://enroll.theamericancollege.edu/?_gl=1*1pbxiqe*_gcl_au*NDA0OTQ5NDA3LjE3NzEyNTE3NDI.&utm_medium=email&_hsenc=p2ANqtz-99Qm9d0N8gTlo5NAQ8Ic7nP9WdyXKehBZYk0BPSFnbl9vApkr0RcMh9Ptpl5ThsxXJTluEJqNsA4x6jMca9mbdaEOQbvmdIF5kX9qeYIpCJS7Nrxo&_hsmi=426717682&utm_content=426717682&utm_source=hs_email) (Use C2P15 for 15% off single course enrollments.)
Statistics:
According to Jamie Hopkins, the Secret Service now estimates the average loss from check fraud at approximately $90,000.
Research led by UCLA professor Hal Hershfield (2011) found that showing people age-progressed photos of themselves, paired with a prompt to save for their future self, increased retirement savings rates more than standard personalized outreach. (https://beta.dol.gov/research-data/clear/studies/increasing-saving-behavior-through-age-progressed-renderings-future-self-hershfield-et-al-2011)
Who has been a guest on The Bucket Plan® On-Demand Series
Names identified in recent episode analyses. Showing up to five guests.
Bill Cates
John DelGreco
Jamie Hopkins
Ashley Ilardo
Mia Hanson
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Apple Podcasts (US)
4.2 / 5
6 ratings
Spotify
5.0 / 5
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Podcast Authority Score: 42 / 100
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Quality
72
Social presence
0
YouTube
0
Engagement
31
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