85 episodes

Colina Financial Advisors Ltd. ("CFAL") is a leading independent investment management and advisory firm based in Nassau, The Bahamas, with a long and proven record of financial stability and integrity in all economic climates. Visit www.cfal.com to seize your financial future today.

CFAL Talks Podcast CFAL Talks Podcast

    • Business

Colina Financial Advisors Ltd. ("CFAL") is a leading independent investment management and advisory firm based in Nassau, The Bahamas, with a long and proven record of financial stability and integrity in all economic climates. Visit www.cfal.com to seize your financial future today.

    CFAL Talks Episode 83 - Financial Planning for Marriage - The Conversation

    CFAL Talks Episode 83 - Financial Planning for Marriage - The Conversation

    Preparing for major life events like getting married requires financial planning. In this episode, Senior Financial Literacy Coaches Richard Pinder and Shanice Taylor share tips on starting the conversation on finances with your partner before tying the knot.

    • 28 min
    CFAL Talks Episode 82 - NIB Contribution Rate & Wage Ceiling Increase

    CFAL Talks Episode 82 - NIB Contribution Rate & Wage Ceiling Increase

    On July 1 sweeping changes to the National Insurance rate and wage ceiling will take effect. In this episode of CFAL Talks our host Pamela Ferguson - along with Angelo Butler, Corporate Advisory Services Manager, and Lashell White, Investments Manager - breaks down the changes and explains the technical details of what you should expect your contributions to reflect.

    • 28 min
    CFAL Talks Episode 81 - How to Talk to Children about Money

    CFAL Talks Episode 81 - How to Talk to Children about Money

    Talking to children early and in an age-appropriate way about money is crucial for their future financial success. In this episode of CFAL Talks, Senior Financial Literacy Coaches Richard Pinder and Shanice Taylor discuss the importance of teaching children financial literacy.

    • 28 min
    CFAL Talks Episode 80 - Breaking Down the 2024/2025 Budget

    CFAL Talks Episode 80 - Breaking Down the 2024/2025 Budget

    On May 29, 2024, Prime Minister Phillip Davis presented his budget communication for the 2024/2025 fiscal year. Our host Pamela Ferguson analyzes the country’s fiscal position along with Angelo Butler, Manager, Corporate Advisory Services, and Lashell White, Investments Manager. They breakdown what was announced and what they believed was missing from the prime minister’s communication.

    • 28 min
    CFAL Talks Episode 79 - Your Legacy, Estate Planning & Financial Inheritance

    CFAL Talks Episode 79 - Your Legacy, Estate Planning & Financial Inheritance

    Have you thought about how your family will manage when you are no longer with them? In this informative episode of CFAL Talks Senior Financial Literacy Coaches Richard Pinder and Shanice Taylor sit with Attorney and Compliance Officer Samantha Satchell to discuss the importance of drafting a will or setting up a trust to ensure your assets are passed down to the people you love when you die.

    • 28 min
    CFAL Talks Episode 78 - Can You Afford to Retire in Your 30s?

    CFAL Talks Episode 78 - Can You Afford to Retire in Your 30s?

    Retirement is considered something you can only achieve in your older years, but retiring early is possible if you plan early. Senior Financial Literacy Coaches Richard Pinder and Shanice Taylor speak with Private Wealth Manager Jeanelle Francis about the strategies you can implement to become financially independent.

    • 29 min

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