47 episodes

Unlocking the financial planning secrets to retiring well.

The Key To Retirement - Your source for financial planning advice Scott Plaskett, CFP & Catherine Plaskett, CFP

    • Investing
    • 4.3 • 3 Ratings

Unlocking the financial planning secrets to retiring well.

    KEY047 | Financial Planning Software

    KEY047 | Financial Planning Software

    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

    • 43 min
    KEY046 | The Great White Elephant – Why Rich Kids Hate Their Parents

    KEY046 | The Great White Elephant – Why Rich Kids Hate Their Parents

    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

    • 36 min
    KEY045 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 4)

    KEY045 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 4)

    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

    • 14 min
    KEY044 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 3)

    KEY044 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 3)

    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

    • 21 min
    KEY043 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 2)

    KEY043 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 2)

    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

    • 10 min
    KEY042 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 1)

    KEY042 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 1)

    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

    • 12 min

Customer Reviews

4.3 out of 5
3 Ratings

3 Ratings

Topdisbong ,

Great Content!

I have never really understood what financial planning is all about until I listened to Scott's podcast. The advice that Scott provides is so valuable I think it can apply to any age, not just to seniors (50+). Keep up the good work Scott!

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