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 … Continue reading The post KEY047 | Financial Planning Software first appeared on Iron…

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 … Continue reading The post KEY046 | The Great White Elephant – Why Rich Kids Hate Their Parents first appeared on Iron…

The Fundamentals Of Successful KAIZEN Financial Planning (Part 4) 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 … Continue reading The post KEY045 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 4)…

The Fundamentals Of Successful KAIZEN Financial Planning (Part 3) IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to talk about a concept that’s not yet been embraced by the financial community, but it’s extremely popular in the world … Continue reading The post KEY044 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 3)…

The Fundamentals Of Successful KAIZEN Financial Planning (Part 2) IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to talk about the idea of denying yourself: Denying yourself so that you can be the richest person in the nursing … Continue reading The post KEY043 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 2) first …

The Fundamentals Of Successful KAIZEN Financial Planning (Part 1) IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to talk about financial planning and it’s mistaken identity. This is part one of a series of podcasts that will build … Continue reading The post KEY042 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 1) fi…

Overview of HAHN Investment Stewards IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to have a great discussion with Wilfred Hahn, Chairman and Co-CIO of HAHN Investment Stewards. The oldest actively managed global ETF manager in North America. … Continue reading The post KEY041 | Overview of HAHN Investment Stewards first appeared on …

Why Buy Caterpillar IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I going to have an in-depth discussion with Charles Wilton, a portfolio manager with the private investment management group at Raymond James Financial. We are going to talk about … Continue reading The post KEY040 | Why Buy Caterpillar first appeared on Ironshield Financial Pla…

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 … Continue reading The post KEY039 | Traditional Financial Planning Is Flawed! first appeared on Ironshield Financi…

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 … Continue reading The post KEY038 | Life Insurance – What You Need To Know first appeared on Ironshield Financial Planning.…

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 … Continue reading The post KEY037 | The “Sell” Side of Investing first appeared on Ironshield Fina…

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 … Continue reading The post KEY036 | Financial Planning For Business Owners Is Simply Differ…

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 … Continue reading The post KEY035 | Investment Teaching Moment first appeared on Iro…

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 … Continue reading The post KEY034 | Tax and Estate Planning Update first appeared on Ironshield Financial Plan…

How Sellable Is Your Business IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview John Duguid and Rod Howland, Managing Directors at Gallium Corporate Finance. We have a great discussion on what it takes to build a business that … Continue reading The post KEY033 | How Sellable Is Your Business first appeared on Ironshield Financial Plan…

How To Properly Value A Business IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview Jason Kwiatkowski, Partner at the firm Valuation Support Partners to discuss the important aspects of business valuations and why they are so important to … Continue reading The post KEY032 | How To Properly Value A Business first appeared on Ironshield …

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 … Continue reading The post KEY031 | Creating a Business Owners Dream Financial Plan – Your Hiring Plan (Have Your Team Work While Yo…

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 … Continue reading The post KEY030 | Creating a Business Owners Dream Financial Plan – Turn Key Automated Marketing For Y…

Creating a Business Owners Dream Financial Plan (Part 6 of 8) – Incorporate KAIZEN Into Your Financial Planning IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I move on to part 6 of creating a business owners dream financial plan. … Continue reading The post KEY029 | Creating a Business Owners Dream Financial Plan (Part 6 of 8) – Incorporate KA…

Creating a Business Owners Dream Financial Plan – Investing For Business Owners (Part 5 of 8) IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I move on to part 5 of creating a business owners dream financial plan. If your … Continue reading The post KEY028 | Creating a Business Owners Dream Financial Plan – How to invest for business owners (Par…

Creating a Business Owners Dream Financial Plan – For Business Owners, It’s Different (Part 4 of 8) WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes … Continue reading The post KEY027 | Creating a Business Owners Dream Financial Plan – For Business Owners, It’s Di…

Creating a Business Owners Dream Financial Plan – The Sellability Score© and The Business Sellability Audit™ (Part 3 of 8) WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via … Continue reading The post KEY026 | Creating a Business Owners Dream Financial Plan – The Sellabil…

Creating a Business Owners Dream Financial Plan – Not Net Worth, Liquid Net Worth! (Part 2 of 8) WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via … Continue reading The post KEY025 | Creating a Business Owners Dream Financial Plan – Not Net Worth, Liquid Net Worth! (Part…

Creating a Business Owners Dream Financial Plan – Start With Your Base Plan WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe … Continue reading The post KEY024 | Creating a Business Owners Dream Financial Plan – Start With Your Base Plan (P…

The Evolution Of Employee Benefits (Interview with Roger Thorpe, President of Thorpe Benefits) WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe … Continue reading The post KEY023 | The Evolution Of Employee Benefits With Roger Thorpe first …

What Everyone Ought To Know About Registered Retirement Income Funds – RRIF WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via … Continue reading The post KEY022 | What Everyone Ought To Know About Registered Retirement Income Funds – RRI…

8 Myths of Long Term Care Insurance WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you … Continue reading The post KEY021 | 8 Myths of Long Term Care Insurance first appeared on Ironshield Financial Planning.…

I’m Fine, Thanks – by: Crank Tank Studios WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If … Continue reading The post KEY020 | I’m Fine, Thanks first appeared on Ironshield Financial Planning.…

Is Retirement Planning Just A Waste Of Time? WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) If … Continue reading The post KEY019 | Is Retirement Planning Just A Waste Of Time? first appeared on Ironshield Financ…

Home Equity Line’s of Credit – How To Use Them The Right Way. WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe … Continue reading The post KEY018 | Home Equity Line’s of Credit – How To Use Them The Right Way first appeared on Ironshield Fi…