ironshield financial

  • Important Steps To Financial Freedom: Expenses, Debt and Diversification

    In order to come up with a solid financial plan that focuses on your financial freedom you need to get clear on where you stand right now so you can determine whether or not your current financial state will support your lifestyle after you leave the work force. Paying particular close attention to your expenses…

    Read article

  • Charles Wilton – Why Buy Everest Reinsurance

    In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James.  We talk about the recent changes in his portfolio and why he decided to buy Everest Reinsurance. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott Plaskett and allow you…

    Read article

  • Charles Wilton – Selling Position of CR Bard

    In today’s episode, I have an in-depth discussion with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We go into detail about a recent deposition or exist position that took place in Charles’ portfolio.  Remember, investing is not just about the right time to buy and buying at the right…

    Read article

  • Mike Flux – General and Investment Alternatives Update Q1 2014

    In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q1 of 2014. 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…

    Read article

  • KEY047 | Financial Planning Software

    Financial Planning Software IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview Dave Faulkner, President of FPAdvantage and creator of the financial planning software ‘The Razor’.  Find out how this software evolved and how the financial planner should be the force of direction in creating the actual financial plan, not the software. And…

    Read article

  • Franco Lombardo – The Great White Elephant

    Today I have an update call with Franco Lombardo, Managing Director of Veritage Family Office Ltd. In today’s discussion we go into detail about Franco’s latest book, “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…

    Read article

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

    The Great White Elephant – Why Rich Kids Hate Their Parents 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…

    Read article

  • Dave Faulkner – Financial Planning Software

    Today 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…

    Read article

Sidebar Widgets

You can replace these blocks in the Site Editor with any widget-style blocks.

Latest Posts

Categories