30 episodes

Perler Financial Group - Worldsource Financial Management Inc. For our podcasts, we focus on educating and providing our listeners with current and factually correct financial information in an engaging and innovative way. *****************************************************************************************Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Perler Financial Group

The Perler Perspective Harry Perler (Financial Planner) & David Olejnik (Financial Planner) - www.PerlerWealth.com - Check out the Perler Wealth Management Process

    • Business

Perler Financial Group - Worldsource Financial Management Inc. For our podcasts, we focus on educating and providing our listeners with current and factually correct financial information in an engaging and innovative way. *****************************************************************************************Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Other Products and Services are offered through Perler Financial Group

    New Tree Planting Initiative with Mike Hamfelt

    New Tree Planting Initiative with Mike Hamfelt

    Mike Hamfelt , Vice President and Partner at Com Pro Managed Business Solutions, joins The Perler Perspective to discuss his companies new tree planting initiative for small business looking to find simple ways to help protect our environment.

    • 19 min
    Market Update for March 2022

    Market Update for March 2022

    Stay informed with what’s happening in the market today by listening to our Market Update for March 2022.

    • 8 min
    Market Update for February 2022

    Market Update for February 2022

    Stay informed with what’s happening in the market today by listening to our Market Update for February 2022.

    • 10 min
    Talking to loved ones about senior living

    Talking to loved ones about senior living

    Listen to our latest episode of The Perler Perspective as we welcome guest speaker Janice Goldmintz, president of Talk About Aging. We turn to Janice for insight and strategies on how to start the conversation with loved ones about senior living.  Conversations with your loved ones about senior living are often complex and require one to consider a variety of topics including the financial and logistical concerns of organizing a plan for senior living care. Whatever the situation, Janice offers resources that will ensure your loved ones maintain the highest quality of life at every stage. 

    • 23 min
    Market Update for January 2022

    Market Update for January 2022

    Stay informed with what’s happening in the market today by listening to our Market Update for January 2022.

    • 8 min
    Market Update for December 2021

    Market Update for December 2021

    Stay informed with what’s happening in the market today by listening to our Market Update for December 2021.

    • 9 min

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