Tag Archives: ironshield financial

KEY046 | The Great White Elephant – Why Rich Kids Hate Their Parents

The Great White Elephant – Why Rich Kids Hate Their Parents

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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I have an interview with Franco Lombardo, Managing Director of Veritage Family office Ltd.  We will be talking about his latest book called, “The Great White Elephant – Why Rich Kids Hate Their Parents”.  In this book he offers a methodology for improving your chances in achieving success in your succession and estate planning for the next generation.

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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Dave Faulkner – Financial Planning Software

Dave FaulknerToday I have an update call with Dave Faulkner, President of FPAdvantage and creator of financial planning software (The Razor).  Dave is a pioneer in the financial planning software industry and the original designer of the most well-known financial planning programs available in Canada.

We will be discussing how the software has evolved, and how the financial planner should be the force of direction in creating the actual financial plan, not the software.

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.

Mike Flux – General and Investment Alternatives Update Q4 2013

MichaelFlux_1000x1230In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q4 of 2013. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events.

In this second video, Mike gives an update on the alternative strategies that they are using in their portfolios, to help reduce the effects of the current volatility without sacrificing returns.

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.

December Market Update with Wilfred Hahn

Picture2On a very last minute basis, I called Wilfred Hahn, co-CIO of Hahn Investment Stewards to ask him to help put into perspective what is going on in the economy and in the investment markets in light of some recent market events.

He not only put into plain-English what is going on but also outlined what they have done to properly position their client portfolios to take advantage of the current environment.

 Just click on the video below and the call will start playing.

Also, at the end of the call, Wilf references some new material that they have put together that I said would be included in this email and on our website.  Please click on the files below instantly download them.

Q1-2014 Portfolio Update

How to Spot a Financial Bubble in Advance

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IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.

Mike Flux – General Update Q3 2013

MichaelFlux_1000x1230In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events.

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.

Mike Flux – Investment Alternatives Update Q3 2013

MichaelFlux_1000x1230In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events.

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.

 

KEY045 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 4)

The Fundamentals Of Successful KAIZEN Financial Planning (Part 4)

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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I’m going to talk about the Minimum Effective Dose “on steroids”, and how real wealth is created as a result.

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

Charles Wilton – Why Buy UPS

Charles WiltonIn today’s episode, I have an in-depth discussion with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James.  In the last episode we discussed a recent sale within the portfolio and now we further our discussion with the rational for buying UPS.

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.