KEY039 | Traditional Financial Planning Is Flawed!

Traditional Financial Planning Is Flawed! -How To Use What I’m Going To Share With You Over The Next Little While.

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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I’m going to talk to you about how traditional financial planning is inherently flawed and it’s no wonder your not making progress you feel you should be.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

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KEY038 | Life Insurance – What You Need To Know

Life Insurance – What You Need To Know

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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I’m going to have a pretty candid discussion about Life Insurance and discuss what you need to know to make good decisions about your insurance portfolio.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

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KEY037 | The “Sell” Side of Investing

The “Sell” Side of Investing

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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I have an in-depth discussion with Charles Wilton, a Portfolio Manager with the Private Investment Management Group at Raymond James.  In the last episode we discussed the buying side of investing and we further the discussion and chat about the flip side, the time to sell.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

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KEY036 | Financial Planning For Business Owners Is Simply Different

Financial Planning For Business Owners Is Simply Different

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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I’m going to highlight the single biggest problem business owners face when it comes to their retirement plan, and how the sellability score report can pave the road to solving that problem.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

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KEY035 | Investment Teaching Moment

Investment Teaching Moment

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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I interview Charles Wilton, Private Portfolio Manager at Raymond James Financial – one of the most respected investment management firms in North America.  We will be going through what’s involved from a behind scenes look at what it takes to find a company that’s worth buying.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

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KEY034 | Tax and Estate Planning Update

Tax and Estate Planning Update

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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I interview Mark Echlin, President of Simple Insurance Solutions.  Mark is a tax and estate planning specialist and he updates me on some of the most pivotal changes that are currently taking place in the world of tax and estate planning.  The bottom line is the department of finance is making some drastic changes that will negatively affect those who wait to put in place their tax and estate plan.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

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KEY033 | How Sellable Is Your Business

How Sellable Is Your Business

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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I interview John Duguid and Rod Howland, Managing Directors at Gallium Corporate Finance.  We have a great discussion on what it takes to build a business that is worth a ton of money – to someone else.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

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