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 […]

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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.