How Can Dollars and Sense Help with My Retirement?

Retirement and Your Money - Dollars and Sense Radio

#Trading #Business #Doug Horne #Investing #Wealth Management #Insurance #Podcasting Education #Retirement Planning #Planning To Retire #Annuity

34:07

In this insightful episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Jay Crone, Managing Director and Venture Capitalist at Deloitte Ventures, to explore the firm’s strategic approach to corporate venture capital. Jay shares Deloitte Ventures’ investment thesis, focusing on supporting innovative Canadian startups at Series A and B stages across key sectors like cybersecurity, climate tech, fintech, future of work, health tech, and AI. Listeners will gain an inside look at how Deloitte leverages its vast network of 1,500 partners and 15,000 employees to source deals and add value beyond capital by helping startups navigate Deloitte’s complex ecosystem and access enterprise clients. Jay also discusses his diverse career journey—from government and investment banking to entrepreneurship and corporate VC—and how those experiences shape his investment philosophy. The episode delves into Deloitte’s due diligence process, the importance of founder relationships, and the firm’s strategic role as a co-investor. Jay highlights emerging trends, particularly the promise of vertical AI tailored to industry-specific needs, and shares his bullish outlook on fintech innovations like stablecoins and cross-border payments. He offers candid advice for entrepreneurs on risk-taking and aligning business vision with funding goals. This episode is a must-listen for founders, investors, and anyone interested in the evolving landscape of corporate venture capital and innovation in Canada. Learn more about Jay's work at https://www.deloitte.com/ca/en/services/program/ventures.html Connect with Jay on LinkedIn at https://www.linkedin.com/in/jaycrone/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…

il y a un an 15:11

MP3•Maison d'episode

Somteimes we try to DIY stuff, including investments and retirement. Retirement is serious business and making mistakes with your hard-earned money is a place you don't want to be. Take a listen and get some great advice on how retirement can work for you.

142 episodes

How Can Dollars and Sense Help with My Retirement?

Retirement and Your Money - Dollars and Sense Radio

published il y a un an

MP3•Maison d'episode

142 episodes

#Trading #Business #Doug Horne #Investing #Wealth Management #Insurance #Podcasting Education #Retirement Planning #Planning To Retire #Annuity

Wszystkie odcinki

1
How Can I Best Use my Pension in Retirement? 14:53

il y a environ 5 jours14:53

14:53

Do youhave a pension, or a 401k. That money has some hard work to do for you in your retirement. Well talk about pennsions and lot more in this episode of Dollars and Sense Radio.

1
What Kinds of Annuities Are Avilable for Retirement? 17:30

il y a environ 12 jours17:30

17:30

There are several different kinds of annuities out there. Finding the right one for you is very important. Let's explore annuities in this episode of Dollars and Sense.

1
How Do I Build My Retirement Wish List? 16:15

il y a environ 19 jours16:15

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You've got to know where you're headed to get where you want to go. So, how about a road map for your retirement. Find out how you can build your very own, "wish list".

1
What are Some Myths About Retirement? 14:17

il y a environ 26 jours14:17

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People love to search for answers about almost anything. But you can't just do a Google search about your retirement. There are many opinions and a lot of incorrect information that you might land on. The best way, talk to a retirement specialist, like Dour Horne at Dollars and Sense and get your answers so you can make a good decision. Listen and learn.…

1
Are Annuities Good for Retirement? 17:47

il y a 5 weeks17:47

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Your retirement shouldn't rely on a good friends advice about where your money goes. Dollars and Sense has some solid ideas about how to make your retirement the best it can be. Let's talk about that in this podcast.

1
What Mistakes Should I Avoid in Retirement? 12:30

il y a 6 weeks12:30

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It's a fact. We make mistakes in life, and in most cases, we learn and move on. In retirement, you can't afford to make mistakes. Time is no longer on your side. Listen and learn how to avoid retirement mistakes.

1
How Can Dollars and Sense Help Me With My Retirement? 15:31

il y a 7 weeks15:31

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Have you ever tried a DIY project and given up after a few failed attemps? You can admit it. We won't tell anyone. Retirement is not a DIY project. You need a specialist. And, this podcast is a great start.

1
What Kind of a Retirement Checklist Should I Have? 15:17

il y a 8 weeks15:17

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You've heard the term, "check all the boxes". So, how about your retirement? Have you checked all the boxes? What kind of retirement checklist should I have to give me the retirement that I want? Listen and learn.

1
How Can I Get a Free Retirement Consultation? 15:29

il y a 9 weeks15:29

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A test drive on a new vehicle should be free, right. So how about a free test drive on your retirement. It's time to get that free consultation.

1
Will The New Tariff's Affect My Retirement? 17:12

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The world can be a scary place. Especially when it's about your retirement money. Get some answers from Dollars and Sense.

1
How Can I Get Free Advice About Retirement? 14:10

il y a 11 weeks14:10

14:10

Free advice about retirement? Make sure you're talking to the right people. Doug Horne knows about retirement and will make sure that your free advice pays off. Go ahead, give him a call.

1
How Can I Plan For Retirement? 15:59

il y a 12 weeks15:59

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Sometimes the toughest thing is to get started. Retirement is a BIG DEAL. Your initial conversation should be a good one to help set the tone for your retirement. How about if we start, today.

1
What Kind of Questions Should I Ask About Retirement? 16:04

il y a 13 weeks16:04

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The quick answer: There are no dumb questions. Doug Horne knows how to make you feel comfortable and smart when it comes to your retirement. Go ahead, and ask.

1
What Should I Put on my Retirement Wish List? 16:19

il y a 16 weeks16:19

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You can have a great retirement unless you plan for retirement. Today, how to put together a great retirement wish list?

1
Who Can I Talk To About Retirement? 16:17

il y a 17 weeks16:17