The Key To Retirement - Your source for financial planning advice show

The Key To Retirement - Your source for financial planning advice

Summary: Unlocking the financial planning secrets to retiring well.

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  • Artist: Scott Plaskett, CFP & Catherine Plaskett, CFP
  • Copyright: KeyToRetirement.ca

Podcasts:

 KEY047 | Financial Planning Software | File Type: audio/mpeg | Duration: 43:02

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 be the force of direction in creating the actual financial plan, not the software. 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: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) 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 The KAIZEN Financial Planning Process™ Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!) The Razor Dropbox Connect with us on Facebook Connect with us on LinkedIn Connect with us on Google+ Connect with us on YouTube Connect with us on Twitter (@IRONSHIELDCFP)

 KEY046 | The Great White Elephant – Why Rich Kids Hate Their Parents | File Type: audio/mpeg | Duration: 36:35

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 latest book called, “The Great White Elephant – Why Rich Kids Hate Their Parents”.  In this book he offers a methodology for improving your chances in achieving success in your succession and estate planning for the next generation. 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: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) 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 The KAIZEN Financial Planning Process™ Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!) The Preserving Wealth Program™ Wealth Protection Plan™ The Great White Elephant: Why Rich Kids Hate Their Parents Connect with us on Facebook Connect with us on LinkedIn Connect with us on Google+ Connect with us on YouTube Connect with us on Twitter (@IRONSHIELDCFP)

 KEY045 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 4) | File Type: audio/mpeg | Duration: 14:33

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 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: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) 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 The KAIZEN Financial Planning Process™ Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!) Connect with us on Facebook Connect with us on LinkedIn Connect with us on Google+ Connect with us on YouTube Connect with us on Twitter (@IRONSHIELDCFP)

 KEY044 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 3) | File Type: audio/mpeg | Duration: 21:49

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 of science.  It's called the Minimum Effective Dose or MED. 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: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) 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 The 4-Hour Body The KAIZEN Financial Planning Process™ Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!) Connect with us on Facebook Connect with us on LinkedIn Connect with us on Google+ Connect with us on YouTube Connect with us on Twitter (@IRONSHIELDCFP)

 KEY043 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 2) | File Type: audio/mpeg | Duration: 10:35

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 home, is NOT what people are looking for from their financial planner. 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: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) 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 The KAIZEN Financial Planning Process™ Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!) Connect with us on Facebook Connect with us on LinkedIn Connect with us on Google+ Connect with us on YouTube Connect with us on Twitter (@IRONSHIELDCFP)

 KEY042 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 1) | File Type: audio/mpeg | Duration: 12:29

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 on one another. 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: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) 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 The KAIZEN Financial Planning Process™ Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!) Connect with us on Facebook Connect with us on LinkedIn Connect with us on Google+ Connect with us on YouTube Connect with us on Twitter (@IRONSHIELDCFP)

 KEY041 | Overview of HAHN Investment Stewards | File Type: audio/mpeg | Duration: 32:07

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. 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: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) 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 The KAIZEN Financial Planning Process™ Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!) Connect with us on Facebook Connect with us on LinkedIn Connect with us on Google+ Connect with us on YouTube Connect with us on Twitter (@IRONSHIELDCFP)

 KEY040 | Why Buy Caterpillar | File Type: audio/mpeg | Duration: Unknown

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 the buy side of investing and how important it is. 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: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) 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 The KAIZEN Financial Planning Process™ Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!) Connect with us on Facebook Connect with us on LinkedIn Connect with us on Google+ Connect with us on YouTube Connect with us on Twitter (@IRONSHIELDCFP)

 KEY039 | Traditional Financial Planning Is Flawed! | File Type: audio/mpeg | Duration: Unknown

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. 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: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) 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 The KAIZEN Financial Planning Process™ Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!) Connect with us on Facebook Connect with us on LinkedIn Connect with us on Google+ Connect with us on YouTube Connect with us on Twitter (@IRONSHIELDCFP)

 KEY038 | Life Insurance – What You Need To Know | File Type: audio/mpeg | Duration: 17:25

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 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: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) 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 The KAIZEN Financial Planning Process™ Consumer Awareness Guide: HOW TO CHOOSE AND WORK WITH A FINANCIAL PLANNER YOU CAN TRUST! Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!) Connect with us on Facebook Connect with us on LinkedIn Connect with us on Google+ Connect with us on YouTube Connect with us on Twitter (@IRONSHIELDCFP)

 KEY037 | The “Sell” Side of Investing | File Type: audio/mpeg | Duration: 23:03

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, the time to sell. 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: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) 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 The KAIZEN Financial Planning Process™ Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!) Connect with us on Facebook Connect with us on LinkedIn Connect with us on Google+ Connect with us on YouTube Connect with us on Twitter (@IRONSHIELDCFP)

 KEY036 | Financial Planning For Business Owners Is Simply Different | File Type: audio/mpeg | Duration: 24:39

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 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: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) 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 The Business Sellability Audit™ and your Sellability Score© MindMeister Wealth Protection Plan The KAIZEN Financial Planning Process™ Consumer Awareness Guide: HOW TO CHOOSE AND WORK WITH A FINANCIAL PLANNER YOU CAN TRUST! Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!) Connect with us on Facebook Connect with us on LinkedIn Connect with us on Google+ Connect with us on YouTube Connect with us on Twitter (@IRONSHIELDCFP)

 KEY035 | Investment Teaching Moment | File Type: audio/mpeg | Duration: 30:09

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 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: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) 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 The KAIZEN Financial Planning Process™ Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!) Connect with us on Facebook Connect with us on LinkedIn Connect with us on Google+ Connect with us on YouTube Connect with us on Twitter (@IRONSHIELDCFP)

 KEY034 | Tax and Estate Planning Update | File Type: audio/mpeg | Duration: 23:41

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 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: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) 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 The KAIZEN Financial Planning Process™ Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!) Connect with us on Facebook Connect with us on LinkedIn Connect with us on Google+ Connect with us on YouTube Connect with us on Twitter (@IRONSHIELDCFP)

 KEY033 | How Sellable Is Your Business | File Type: audio/mpeg | Duration: 39:27

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 is worth a ton of money - to someone else. 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: Click Here to Subscribe via iTunes Click Here to Subscribe via RSS (non-iTunes feed) 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 The Business Sellability Audit™ and your Sellability Score© The KAIZEN Financial Planning Process™ Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!) Connect with us on Facebook Connect with us on LinkedIn Connect with us on Google+ Connect with us on YouTube Connect with us on Twitter (@IRONSHIELDCFP)

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