The Key To Retirement - Your source for financial planning advice

Scott Plaskett, CFP & Catherine Plaskett, CFP
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Unlocking the financial planning secrets to retiring well.

  1. 04/01/2014

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

    43 min

  2. 03/15/2014

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

    37 min

  3. 09/01/2013

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

    15 min

  4. 08/15/2013

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

    22 min

  5. 08/01/2013

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

    11 min

  6. 07/15/2013

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

    12 min

  7. 06/15/2013

    KEY041 | Overview of HAHN Investment Stewards

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

    32 min

  8. 06/01/2013

    KEY040 | Why Buy Caterpillar

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

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Unlocking the financial planning secrets to retiring well.

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