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 … Continue reading

 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 … Continue reading

 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 … Continue reading

 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 … Continue reading

 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 … Continue reading

 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 … Continue reading

 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. … Continue reading

 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 … Continue reading

 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 … Continue reading

 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 … Continue reading

 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 … Continue reading

 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 … Continue reading

 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 … Continue reading

 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 … Continue reading

 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 … Continue reading

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