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, […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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