ironshield financial
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. 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.…
Mike Flux – Alternative Investment Strategies Q1 2013
In 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…
Mike Flux – Market Update Q1 2013
In 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…
KEY038 | Life Insurance – What You Need To Know
Life Insurance – What You Need To Know 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…
KEY037 | The “Sell” Side of Investing
The “Sell” Side of Investing 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,…
Charles Wilton – The “Sell” Side Of Investing
On today’s episode, 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 now they further the discussion and chat about the flip side, the time to sell. IRONSHIELD Financial Planning’s “Fly On…
KEY036 | Financial Planning For Business Owners Is Simply Different
Financial Planning For Business Owners Is Simply Different 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…
Mark Echlin – Tax and Estate Planning
In 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…