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 […]

The post KEY047 | Financial Planning Software first appeared on Ironshield Financial Planning.

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 […]

The post KEY046 | The Great White Elephant – Why Rich Kids Hate Their Parents first appeared on Ironshield Financial Planning.

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 […]

The post KEY045 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 4) first appeared on Ironshield Financial Planning.

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 […]

The post KEY044 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 3) first appeared on Ironshield Financial Planning.

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 […]

The post KEY043 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 2) first appeared on Ironshield Financial Planning.

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 […]

The post KEY042 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 1) first appeared on Ironshield Financial Planning.

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 […]

The post KEY041 | Overview of HAHN Investment Stewards first appeared on Ironshield Financial Planning.

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 […]

The post KEY040 | Why Buy Caterpillar first appeared on Ironshield Financial Planning.

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. […]

The post KEY039 | Traditional Financial Planning Is Flawed! first appeared on Ironshield Financial Planning.

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 […]

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 buying side of investing and we further the discussion and chat about the flip side, […]

The post KEY037 | The “Sell” Side of Investing first appeared on Ironshield Financial Planning.

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 […]

The post KEY036 | Financial Planning For Business Owners Is Simply Different first appeared on Ironshield Financial Planning.

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 […]

The post KEY035 | Investment Teaching Moment first appeared on Ironshield Financial Planning.

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 […]

The post KEY034 | Tax and Estate Planning Update first appeared on Ironshield Financial Planning.

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 […]

The post KEY033 | How Sellable Is Your Business first appeared on Ironshield Financial Planning.

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 the growth of your business. And if you’d like to get a jump start on […]

The post KEY032 | How To Properly Value A Business first appeared on Ironshield Financial Planning.

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 […]

The post KEY031 | Creating a Business Owners Dream Financial Plan – Your Hiring Plan (Have Your Team Work While You Sleep) Part 8 of 8 first appeared on Ironshield Financial Planning.

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 […]

The post KEY030 | Creating a Business Owners Dream Financial Plan – Turn Key Automated Marketing For Your Small Business That Really Works (Part 7 of 8) first appeared on Ironshield Financial Planning.

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.  Incorporating “KAIZEN” into your financial plan is the key to meeting (and often times exceeding) […]

The post KEY029 | Creating a Business Owners Dream Financial Plan (Part 6 of 8) – Incorporate KAIZEN Into Your Financial Planning first appeared on Ironshield Financial Planning.

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 paperboy qualifies to invest in the same investment solutions you are currently using, you’re using […]

The post KEY028 | Creating a Business Owners Dream Financial Plan – How to invest for business owners (Part 5 of 8) first appeared on Ironshield Financial Planning.

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 Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me an […]

The post KEY027 | Creating a Business Owners Dream Financial Plan – For Business Owners, It’s Different (Part 4 of 8) first appeared on Ironshield Financial Planning.

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 iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me […]

The post KEY026 | Creating a Business Owners Dream Financial Plan – The Sellability Score© and The Business Sellability Audit™ (Part 3 of 8) first appeared on Ironshield Financial Planning.

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 iTunes Click Here to Subscribe via RSS (non-iTunes feed) If you have a chance, please leave me […]

The post KEY025 | Creating a Business Owners Dream Financial Plan – Not Net Worth, Liquid Net Worth! (Part 2 of 8) first appeared on Ironshield Financial Planning.

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 via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review […]

The post KEY024 | Creating a Business Owners Dream Financial Plan – Start With Your Base Plan (Part 1 of 8) first appeared on Ironshield Financial Planning.

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 via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review […]

The post KEY023 | The Evolution Of Employee Benefits With Roger Thorpe first appeared on Ironshield Financial Planning.

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 RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review on […]

The post KEY022 | What Everyone Ought To Know About Registered Retirement Income Funds – RRIF first appeared on Ironshield Financial Planning.

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 have a chance, please leave me an honest rating and review on iTunes by clicking here. It […]

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 you have a chance, please leave me an honest rating and review on iTunes by clicking here. […]

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 you have a chance, please leave me an honest rating and review on iTunes by clicking here. […]

The post KEY019 | Is Retirement Planning Just A Waste Of Time? first appeared on Ironshield Financial Planning.

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 via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review […]

The post KEY018 | Home Equity Line’s of Credit – How To Use Them The Right Way first appeared on Ironshield Financial Planning.

Why most people don’t make money on their investments and what you can do about it. 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 have a chance, please leave me an honest […]

The post KEY017 | Why most people don’t make money on their investments and what you can do about it. first appeared on Ironshield Financial Planning.

Why Retire When You Can Have So Much Fun Working In Retirement? 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 have a chance, please leave me an honest rating and review on […]

The post KEY016 | Why Retire When You Can Have So Much Fun Working In Retirement? first appeared on Ironshield Financial Planning.

Why “One” Is The Worst Number To Financial Planning and Wealth Creation. 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 have a chance, please leave me an honest rating and review on […]

The post KEY015 | Why “One” Is The Worst Number To Financial Planning and Wealth Creation. first appeared on Ironshield Financial Planning.

Why are you denying yourself during retirement? 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 have a chance, please leave me an honest rating and review on iTunes by clicking here. It […]

The post KEY014 | Why are you denying yourself during retirement? first appeared on Ironshield Financial Planning.

A Little Financial Knowledge Can Be A Dangerous Thing. 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 have a chance, please leave me an honest rating and review on iTunes by clicking […]

The post KEY013 | A Little Financial Knowledge Can Be A Dangerous Thing first appeared on Ironshield Financial Planning.

Does Financial Planning lead to wealth? 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 have a chance, please leave me an honest rating and review on iTunes by clicking here. It will […]

The post KEY012 | Does Financial Planning lead to wealth? first appeared on Ironshield Financial Planning.

Individual Pension Plans – Why they are the best wealth accumulation plans for business owners. 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 have a chance, please leave me an honest rating […]

The post KEY011 | Individual Pension Plans – Why they are the best wealth accumulation plans for business owners. first appeared on Ironshield Financial Planning.

The Canada Pension Plan – Should you take a reduced Canada Pension Plan now? Or a full Canada Pension Plan later? 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 have […]

The post KEY010 | The Canada Pension Plan – Should you take a reduced Canada Pension Plan now? Or a full Canada Pension Plan later? first appeared on Ironshield Financial Planning.

Group Benefits – How Business Owners Can Change Their Group Benefits Plan From An Expense To An Investment. 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 have a chance, please leave me […]

The post KEY009 | Group Benefits – How Business Owners Can Change Their Group Benefits Plan From An Expense To An Investment first appeared on Ironshield Financial Planning.

Four Things NOT To Do and Five Things To Do With Your Financial Plan When The Markets Crash. 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 have a chance, please leave me […]

The post KEY008 | Four Things NOT To Do and Five Things To Do With Your Financial Plan When The Markets Crash first appeared on Ironshield Financial Planning.

Dispelling the myths and misconceptions surrounding Tax Free Savings Accounts. 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 have a chance, please leave me an honest rating and review on iTunes by […]

The post KEY007 | Dispelling the myths and misconceptions surrounding Tax Free Savings Accounts… first appeared on Ironshield Financial Planning.

Long-Term Care Insurance and why you can’t stay home without it. 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 have a chance, please leave me an honest rating and review on iTunes […]

The post KEY006 | Long-Term Care Insurance and why you can’t stay home without it. first appeared on Ironshield Financial Planning.

The Four Mistakes Retirees Need To Avoid When Creating A Retirement Income 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 via RSS (non-iTunes feed) If you have a chance, please leave me an honest rating and review […]

The post KEY005 | The Four Mistakes Retirees Need To Avoid When Creating A Retirement Income Plan first appeared on Ironshield Financial Planning.

The Retirement Trick. 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 have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show […]

The post KEY004 | The Retirement Trick first appeared on Ironshield Financial Planning.

The 9 things you need to know before you can retire comfortably. 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 have a chance, please leave me an honest rating and review on […]

The post KEY003 | The 9 things you need to know before you can retire comfortably. first appeared on Ironshield Financial Planning.

The difference between financial goals and financial objectives, and how important it is that your financial planner understands the difference between the two. 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 […]

The post KEY002 | The difference between financial goals and financial objectives, and how important it is that your financial planner understands the difference between the two. first appeared on Ironshield Financial Planning.

Three Critical First Steps In Determining If You Need To Work With A Financial Planner 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 have a chance, please leave me an honest rating […]

The post KEY001 | Three Critical First Steps In Determining If You Need To Work With A Financial Planner first appeared on Ironshield Financial Planning.