Tag Archives: Retirement Planning in Canada

KEY030 | Creating a Business Owners Dream Financial Plan – Turn Key Automated Marketing For Your Small Business That Really Works (Part 7 of 8)

Creating a Business Owners Dream Financial Plan (Part 7 of 8) – Turn Key Automated Marketing For Your Small Business That Really Works

Play

Podcast: Play in new window | Download

IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I move on to part 7 of creating a business owners dream financial plan.  Automating the life line of your business – lead generation.  Learn this turn key approach that allows you to generate high quality leads even while you sleep.

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!

ITEMS MENTIONED IN THIS EPISODE

KEY025 | Creating a Business Owners Dream Financial Plan – Not Net Worth, Liquid Net Worth! (Part 2 of 8)

Creating a Business Owners Dream Financial Plan – Not Net Worth, Liquid Net Worth! (Part 2 of 8)

Play

Podcast: Play in new window | Download

WELCOME TO THE KEY TO RETIREMENT™ PODCAST!

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!

IN THIS EPISODE

In this episode, I move on to part 2 of creating a business owners dream financial plan.  I dive into why most business owners and entrepreneurs can’t retire and what you can do about it today to change this harsh reality.

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.

ITEMS MENTIONED IN THIS EPISODE

   Subscribe via RSS (non-iTunes feed)

KEY021 | 8 Myths of Long Term Care Insurance

8 Myths of Long Term Care Insurance

Play

Podcast: Play in new window | Download

WELCOME TO THE KEY TO RETIREMENT™ PODCAST!

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!

IN THIS EPISODE

In this episode, I interview Jennifer Jacobs, President of LTCI Consulting Inc.  Jen is a Living Benefits Specialist and brings to the call a wealth of wisdom.

Understanding that a Long Term Care Insurance plan is essential to your long term financial well being and how this one plan can mean the difference between financial freedom and financial ruin makes you realize how exposed you are without it.

There is a real opportunity in the Canadian Long Term Care Insurance marketplace that should not be overlooked.  Your long term wealth depends on it.

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.

Items Mentioned In This Episode

   Subscribe via RSS (non-iTunes feed)

KEY014 | Why are you denying yourself during retirement?

Why are you denying yourself during retirement?

Play

Podcast: Play in new window | Download

WELCOME TO THE KEY TO RETIREMENT™ PODCAST!

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!

IN THIS EPISODE

In this edition of The Key To Retirement™, we’re going to reveal to you a common question that I am asking my retiree clients during my review meetings.  And that question is “Why are you denying yourself during retirement?”

BONUS SEGMENT

In today’s bonus segment we’ll share with you a quick tip on how to tell if your financial planners financial planning software is providing you with the correct answers.  The wrong software could be inadvertently making you sacrifice too much today – which denies you your ability to have a higher lifestyle today.

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.

 

   Subscribe via RSS (non-iTunes feed)

Episode Mind Map

FLY ON THE WALL UPDATE – Q4-2011 Investment Review & Update

Fly On The Wall Webinar Series

Hello everybody and welcome to another one of IRONSHIELD Financial Planning’s “Fly On The Wall” webinars.

If this is your first time tuning in to a Fly On The Wall recording, let me quickly explain to you what this is.

You are going to experience what it’s like to be a “fly on the wall” during one of my update calls with a member of our Top Guns Network.  This network is my personal network of specialists.

Every so often, I ask a member of my network to touch base with me to bring me up to speed on the latest happenings in their area.  And when they call me, I record the call so you can be a “fly on the wall” for that call.

 

(Duration 35.30)

On this episode

I invited Mike Flux, VP of Connor Clark & Lunn Private Capital to summarize for me what has happened in the global markets during the 4th quarter of 2011.  He not only explains what happened but explains what their strategy is moving forward.

Please click on the video link above watch & listen to the call.

KEY013 | A Little Financial Knowledge Can Be A Dangerous Thing

A Little Financial Knowledge Can Be A Dangerous Thing.

Play

Podcast: Play in new window | Download

WELCOME TO THE KEY TO RETIREMENT™ PODCAST!

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!

In This Episode

In this edition of The Key To Retirement™, we’re going to talk about how a little financial knowledge can be a dangerous thing.

Bonus Segment

In today’s episode I discuss using Boomerang for Gmail.  It’s a great tool to enhance your gmail.  You can set up an email to send it in the future, or to re-direct an email you’ve received to remind you of say, bill paying, at a time closer to the due date for payment.  If you’ve sent someone an email and haven’t heard back from them you can schedule a “boomerang” to remind you that you haven’t heard back from someone within a certain period of time.  It’s a great tool.

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 ironshield.ca to obtain our contact information, then simply call or email to book your free initial meeting.

In this Episode:

Episode Mind Map

   

Subscribe via RSS (non-iTunes feed)

KEY010 | The Canada Pension Plan – Should you take a reduced Canada Pension Plan now? Or a full Canada Pension Plan later?

The Canada Pension Plan – Should you take a reduced Canada Pension Plan now? Or a full Canada Pension Plan later?

Play

Podcast: Play in new window | Download

WELCOME TO THE KEY TO RETIREMENT™ PODCAST!

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!

In This Episode

In this edition of The Key To Retirement™, we’re going to talk about the Canada Pension Plan and answer the question “Should you take a reduced Canada Pension Plan now or a full Canada Pension Plan later?

Bonus Segment

In today’s bonus segment we’ll share with you how to get your own copy of a FREE Special Report titled “12 Key Questions You Must Ask A Financial Planner BEFORE You Hire One!“  This free report is a must read if you’re thinking of interviewing a Certified Financial Planner in your area.

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 ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

 

  Subscribe via RSS (non-iTunes feed)

Episode Mind Map