Tag Archives: ironshield financial

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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Mark Echlin – Tax and Estate Planning

Mark EchlinIn this edition of FLY ON THE WALL, I invited Mark Echlin, President of Simple Insurance Solutions to chat about some of the most significant changes taking place in the area of tax and estate planning.  For those Canadians motivated to learn the latest strategies in the area of tax and estate planning this call will be of tremendous value.

 

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.

 

 

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!

ITEMS MENTIONED IN THIS EPISODE

KEY034 | Tax and Estate Planning Update

Tax and Estate Planning Update

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

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!

ITEMS MENTIONED IN THIS EPISODE

Charles Wilton – Investment Teaching Moment

Charles WiltonIn this video, I have an in-depth discussion with Charles Wilton, a Portfolio Manager, in the Private Investment Management Group at Raymond James – one of the most respected investment management firms in North America.  We go into detail on what it takes for a portfolio manager to make a decision when it comes to investing or not investing in a particular security.

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 – Alternative Investments Update Q4 2012

MichaelFlux_1000x1230In this video, I speak with Mike Flux, VP of Connor Clark & Lunn Private Capital to provide 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.

 

Mike Flux – Investment Core Strategy Q4 2012

In this video, I speak with Mike Flux, 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.

 

Jennifer Jacobs – Living Benefits Update

jennifer jacobsIn this video, I speak to Jennifer Jacobs, President of LTCI Consulting Inc. to chat about the expectation of changes of living benefits / life insurance, in terms of what we see in the market place and what we can do to take advantage on what is available today.

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.