Complete Wealth Management With Dave Alison

Complete Wealth Management With Dave Alison

Learn the strategies and techniques used by high net worth individuals to grow and protect their wealth. In this podcast, Dave invites top professionals to talk about investing, financial planning, protection planning, tax management, and estate planning. In addition to the money talk, Dave and his guests will have some fun talking about lifestyle, travel, tech and unique experiences to make life better!

Episodes

February 17, 2024 48 mins

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, EA, both experienced retirement planners, this episode promises to be a beacon of gui...

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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 whispers of Federal Reserve rate cuts stirring the air. 

Ar...

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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 Alison Wealth Management in 2021. They sought assista...

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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, seize Roth IRA opportunities, and leverage triple tax benefits with H...

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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 unravel the concept of holistic wealth management, a principle that has ov...

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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 fixed income to portfolios?

For ...

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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 case for paying cash
👉The power of leverage with loans<...

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September 8, 2023 43 mins

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 performance stock units (PSUs). 

Gain invaluable insights into the benefits,...

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July 19, 2023 16 mins

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 done enough to address inflation?

👉Wil...

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April 28, 2023 17 mins

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 Fed balance inflation with emerging financial i...

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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 episode, Dave Alison is joined by Jeff Spiegel, US Head of iShares...

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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 inflation means for Fed policy and interest rates.

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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 & children
 
👉How extended care events i...

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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 people should have

👉Who needs a trust and how i...

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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 forward.

To learn more about Alison Wealth...

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