MI234: How to Create a Recession Proof Financial Plan w/ Dave Alison
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 10 November 2022
⏱️ 72 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | You're listening to TIP. |
| 0:02.5 | Hey guys, I am really excited to share an upcoming event hosted by the Investors Podcast Network. |
| 0:08.6 | Beginning on Monday, October 17th, we're launching a stock pitch competition for you all to compete in, |
| 0:14.8 | where the first place prize is $1,000 plus a year-long subscription to our TIP finance tool. If you are interested in this, |
| 0:23.2 | please visit TheInvesterspodcast.com slash stock dash competition for more information. |
| 0:30.4 | The last day to submit your stock analysis will be Sunday, November 27th. And to compete, |
| 0:36.1 | please make sure you're signed up for our daily newsletter. |
| 0:38.8 | We study markets, as that's where we'll announce the winners. And all entries can be submitted |
| 0:44.2 | to the email newsletters at the investorspodcast.com. |
| 0:52.1 | I think what people really need to be thinking about is you need to be an opportunistic investor |
| 0:58.7 | right now, not a cautious investor. The time to make life-changing wealth in the market is in |
| 1:05.2 | these times where there's so much fear and uncertainty. |
| 1:12.0 | On today's episode, I am joined by Dave Allison, who is a financial planner and |
| 1:17.7 | entrepreneur and the lead trainer and founding partner of Clarity to Prosperity, where |
| 1:23.2 | Dave serves as a mentor and coach to thousands of financial advisors nationwide. |
| 1:28.3 | Dave also founded Allison Wealth Management, which serves clients virtually across the U.S. |
| 1:35.5 | During this episode, Dave shares how to create a financial plan using his bucket plan method. |
| 1:42.0 | He goes over the three phases in his bucket plan, and how we can |
| 1:45.5 | optimally think about allocating assets to each bucket to meet our financial goals. |
| 1:50.8 | He also shares some tips on how we can think about allocating investments between accounts |
| 1:55.5 | in the most tax-efficient manner, when to rebalance your portfolio and sell some year winners, and how to protect your |
| 2:02.7 | portfolio against periods of rising interest rates and recessions, and so much more. So with that |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Investor's Podcast Network, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Investor's Podcast Network and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.