Mastermind Roundtables: The Bucket Plan® and Simplifying Asset Allocation for Clients

The Bucket Plan® On-Demand Podcast

Mastermind Roundtables: The Bucket Plan® and Simplifying Asset Allocation for Clients

In This Episode

About the episode:

Finances, especially retirement planning, can be confusing to the average person, so it’s important to break it down in a way clients can easily understand. In this episode, host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, speaks with top advisors at one of C2P’s Mastermind Collegium events on the strategies and dialogue they use to explain complex concepts to clients. We hear from Ivy Pierson, CEP, MBA, of Pierson Wealth Management, and Joe Salerno of Salerno Financial Group, about how they’re using The Bucket Plan® to simplify asset allocation and effectively utilize fixed index annuities for new and existing clients.

Key Topics Covered:

  • The Power of Simplification: Both guests emphasize the importance of making complex financial concepts easy to understand for clients through The Bucket Plan® process.
  • Approach to Asset Allocation: Pierson breaks down the concept of asset diversification and explains how she creatively conveys these ideas to clients, using visuals within the Bucket Plan® framework and analogies like a three-course dinner.
  • Strategy with Fixed Index Annuities: Salerno introduces the concept of a “performance trigger” within fixed index annuities. He explains how this strategy provides clients with a straightforward choice between earning 9.1% or protecting their principal, and how it fits into their well-rounded Bucket Plan®.

Whether you’re new to the industry or a seasoned pro, listen to learn valuable insights to perfect your approach with clients and improve your results.


Mastermind Roundtables: The Bucket Plan® and Simplifying Asset Allocation for Clients

About the guest:

Ivy Pierson, CEP, MBA, is a seasoned financial professional with expertise in retirement planning and wealth management. She is the founder of Pierson Wealth Management, a financial advisory firm based in Santa Clarita, CA. She is also an Investment Advisor Representative affiliated with Cetera Advisors LLC as well as a member of Ed Slott’s Master Elite IRA Advisor Group — an exclusive organization of retirement advisors. With more than 20 years of experience in the financial industry, she brings confidence to individuals and families regarding their finances.

Joe Salerno is a financial advisor at Salerno Financial Group, a full-service holistic financial planning firm. He has been helping clients secure their finances during retirement for over 31 years. Operating as a fiduciary, Joe adheres to the highest standards of trust and transparency. He has extensive experience in retirement planning, with a specialization in retirement planning for federal employees. Joe’s commitment lies not just in securing your wealth but in fostering a financial partnership that stands the test of time.