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
    • 4.0, 4 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 be the force of direction in creating the actual financial plan, not the software.

    And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.
    Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.
    To subscribe to the podcast, please use the links below:

    Click Here to Subscribe via iTunes
    Click Here to Subscribe via RSS (non-iTunes feed)

    If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!
    ITEMS MENTIONED IN THIS EPISODE

    The KAIZEN Financial Planning Process™
    Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!)
    The Razor
    Dropbox
    Connect with us on Facebook
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    • 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 latest book called, “The Great White Elephant – Why Rich Kids Hate Their Parents”.  In this book he offers a methodology for improving your chances in achieving success in your succession and estate planning for the next generation.

    And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.
    Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.
    To subscribe to the podcast, please use the links below:

    Click Here to Subscribe via iTunes
    Click Here to Subscribe via RSS (non-iTunes feed)

    If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!
    ITEMS MENTIONED IN THIS EPISODE

    The KAIZEN Financial Planning Process™
    Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!)
    The Preserving Wealth Program™
    Wealth Protection Plan™
    The Great White Elephant: Why Rich Kids Hate Their Parents
    Connect with us on Facebook
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    Connect with us on Twitter (@IRONSHIELDCFP)

    • 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 get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.
    Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.
    To subscribe to the podcast, please use the links below:

    Click Here to Subscribe via iTunes
    Click Here to Subscribe via RSS (non-iTunes feed)

    If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!
    ITEMS MENTIONED IN THIS EPISODE

    The KAIZEN Financial Planning Process™
    Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!)
    Connect with us on Facebook
    Connect with us on LinkedIn
    Connect with us on Google+
    Connect with us on YouTube
    Connect with us on Twitter (@IRONSHIELDCFP)

    • 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 of science.  It's called the Minimum Effective Dose or MED.

    And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.
    Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.
    To subscribe to the podcast, please use the links below:

    Click Here to Subscribe via iTunes
    Click Here to Subscribe via RSS (non-iTunes feed)

    If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!
    ITEMS MENTIONED IN THIS EPISODE

    The 4-Hour Body
    The KAIZEN Financial Planning Process™
    Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!)
    Connect with us on Facebook
    Connect with us on LinkedIn
    Connect with us on Google+
    Connect with us on YouTube
    Connect with us on Twitter (@IRONSHIELDCFP)

    • 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 home, is NOT what people are looking for from their financial planner.

    And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.
    Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.
    To subscribe to the podcast, please use the links below:

    Click Here to Subscribe via iTunes
    Click Here to Subscribe via RSS (non-iTunes feed)

    If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!
    ITEMS MENTIONED IN THIS EPISODE

    The KAIZEN Financial Planning Process™
    Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!)
    Connect with us on Facebook
    Connect with us on LinkedIn
    Connect with us on Google+
    Connect with us on YouTube
    Connect with us on Twitter (@IRONSHIELDCFP)

    • 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 on one another.

    And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.
    Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.
    To subscribe to the podcast, please use the links below:

    Click Here to Subscribe via iTunes
    Click Here to Subscribe via RSS (non-iTunes feed)

    If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!
    ITEMS MENTIONED IN THIS EPISODE

    The KAIZEN Financial Planning Process™
    Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!)
    Connect with us on Facebook
    Connect with us on LinkedIn
    Connect with us on Google+
    Connect with us on YouTube
    Connect with us on Twitter (@IRONSHIELDCFP)

    • 12 min

Customer Reviews

4.0 out of 5
4 Ratings

4 Ratings

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