Sign up to save your podcasts
Or
Share The Escarpment Advisory Group
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Escarpment Advisory Group episodes
- America's Apology, Global Investing & Financial Media's Impact?
In this 13-minute listen, we explore America's changing role in the global landscape, the influence of financial media, and the implications of the U.S losing its shine.
15 min - 15 minute recap of what's going on in the world
In 15 short minutes, we provide a market overview, why our all weather portfolios are working well in these uncertain times, the numbers behind 75 years of market corrections, a comparison to architecture, Canadian pride and more!
16 min - Plan Ahead: Estate Planning Made Simple
Listen in to our webinar on simplifying the estate planning process. We are joined by Suzanna Walter, an inhouse Wealth and Estate Planner, who shares her expertise on the matter.
44 min - Protecting Yourself From Scams
In recent years, there has been a significant uptick in scams and identity theft, with cybercriminals employing increasingly sophisticated methods to deceive individuals and businesses alike.
We've experienced these incidents firsthand, where clients' identities were hacked. In one instance, a fraudster impersonated a client and requested money from us.
Please take 10 minutes to learn more!13 min - Views from The Escarpment – Launching The Escarpment Advisory Group!
Hear from Rod why Rod White Financial Group is now The Escarpment Advisory Group.
8 min - Views From The Escarpment: Is this the 90’s again?
Additional market thoughts – 7 rapid fire thoughts including more to markets than just the U.S.
To kick off 2025 we thought it would be best to pass on the top few points that we have consolidated from the many research reports and opinions we have received. It's feeling like it did in the mid 1990's. Risk is being ignored, return expectations are too high. Valuations are being overlooked. Potential damaging things to markets and the economy are being missed.15 min - O (no) Canada, finance minister resigns, bleak economic picture painted, Wall Street sells off, Snowbirds re-considering U.S. homes
This was one of the toughest weeks I can remember we've had in Canada - lowest loonie level in years, finance minister resigns hours before an economic outlook, and high ranking politicians calling for the PM's resignation.
We also saw a market fallout on Wednesday as the Dow fell 1,100 points notching its longest daily losing streak in 50 years.
18 min - Expanding on The New Retirement
Planning for a 30 year retirement retirement can be daunting, instead think in 5 or 10 year time horizons. Listen in on how we can help you achieve your bucket list!
8 min - Intergenerational Wealth Planning - A Client Example
In this episode, Rod walks us through a real-life example of our generational wealth planning strategies. Starting with a comprehensive financial plan, we demonstrate how to save on taxes while giving the next generation a head start on their savings.
Don't keep us a secret, share us with your friends and family!
11 min - The New Retirement – It’s Better & It’s Possible
It’s time to re-think retirement. The New Retirement is better and is indeed possible.
Learn why and how in 15 minutes.
15 min
About The Escarpment Advisory Group
From the publisher's feed
Welcome to The Escarpment Advisory Group's podcast. Rod and his team offer elevated wealth management through a disciplined and proven approach. Listen as Rod discusses current market conditions, financial literacy, and global economic circumstances. To learn more visit escarpmentadvisory.ca
At The Escarpment Advisory Group, we’ve found that the best way to achieve financial security and peace of mind is to design a well-managed, evidence-based portfolio. We then focus on planning ahead and solving problems.
The Escarpment Advisory Group is a personal trade name of Rod White.