ironshield financial
KEY035 | Investment Teaching Moment
Investment Teaching Moment 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…
KEY034 | Tax and Estate Planning Update
Tax and Estate Planning Update 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…
Charles Wilton – Investment Teaching Moment
In 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…
Mike Flux – Alternative Investments Update Q4 2012
In 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…
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…
Jennifer Jacobs – Living Benefits Update
In 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…
KEY031 | Creating a Business Owners Dream Financial Plan – Your Hiring Plan (Have Your Team Work While You Sleep) Part 8 of 8
Creating a Business Owners Dream Financial Plan – Your Hiring Plan (Have Your Team Work While You Sleep) Part 8 of 8 IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I reveal how a business owner can hire a support team that works while the business owner sleeps. And if you’d like to get a…
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 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…