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The Key To Retirement - Your source for financial planning advice

Helping You Manage What You Can't Afford To Lose

Weekly hand curated podcast episodes for learning

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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.

12mins

15 Jul 2013

Rank #1

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KEY039 | Traditional Financial Planning Is Flawed!

Traditional Financial Planning Is Flawed! -How To Use What I’m Going To Share With You Over The Next Little While. IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to talk to you about how traditional financial planning is … Continue reading The post KEY039 | Traditional Financial Planning Is Flawed! first appeared on Ironshield Financial Planning.

15 May 2013

Rank #2

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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.

32mins

15 Jun 2013

Rank #3

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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.

1 Jun 2013

Rank #4

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KEY038 | Life Insurance – What You Need To Know

Life Insurance – What You Need To Know IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to have a pretty candid discussion about Life Insurance and discuss what you need to know to make good decisions about your … Continue reading The post KEY038 | Life Insurance – What You Need To Know first appeared on Ironshield Financial Planning.

17mins

1 May 2013

Rank #5

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KEY037 | The “Sell” Side of Investing

The “Sell” Side of Investing IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I have an in-depth discussion with Charles Wilton, a Portfolio Manager with the Private Investment Management Group at Raymond James.  In the last episode we discussed the … Continue reading The post KEY037 | The “Sell” Side of Investing first appeared on Ironshield Financial Planning.

23mins

15 Apr 2013

Rank #6

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KEY036 | Financial Planning For Business Owners Is Simply Different

Financial Planning For Business Owners Is Simply Different IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to highlight the single biggest problem business owners face when it comes to their retirement plan, and how the sellability score report … Continue reading The post KEY036 | Financial Planning For Business Owners Is Simply Different first appeared on Ironshield Financial Planning.

24mins

1 Apr 2013

Rank #7

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KEY035 | Investment Teaching Moment

Investment Teaching Moment IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview Charles Wilton, Private Portfolio Manager at Raymond James Financial – one of the most respected investment management firms in North America.  We will be going through what’s … Continue reading The post KEY035 | Investment Teaching Moment first appeared on Ironshield Financial Planning.

30mins

15 Mar 2013

Rank #8

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KEY034 | Tax and Estate Planning Update

Tax and Estate Planning Update IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview Mark Echlin, President of Simple Insurance Solutions.  Mark is a tax and estate planning specialist and he updates me on some of the most pivotal … Continue reading The post KEY034 | Tax and Estate Planning Update first appeared on Ironshield Financial Planning.

23mins

1 Mar 2013

Rank #9

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KEY033 | How Sellable Is Your Business

How Sellable Is Your Business IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview John Duguid and Rod Howland, Managing Directors at Gallium Corporate Finance.  We have a great discussion on what it takes to build a business that … Continue reading The post KEY033 | How Sellable Is Your Business first appeared on Ironshield Financial Planning.

39mins

15 Feb 2013

Rank #10

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KEY032 | How To Properly Value A Business

How To Properly Value A Business IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview Jason Kwiatkowski, Partner at the firm Valuation Support Partners to discuss the important aspects of business valuations and why they are so important to … Continue reading The post KEY032 | How To Properly Value A Business first appeared on Ironshield Financial Planning.

44mins

1 Feb 2013

Rank #11

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KEY031 | Creating a Business Owners Dream Financial Plan – Your Hiring Plan (Have Your Team Work While You Sleep) Part 8 of 8

Creating a Business Owners Dream Financial Plan – Your Hiring Plan (Have Your Team Work While You Sleep) Part 8 of 8 IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I reveal how a business owner can hire a support … Continue reading The post KEY031 | Creating a Business Owners Dream Financial Plan – Your Hiring Plan (Have Your Team Work While You Sleep) Part 8 of 8 first appeared on Ironshield Financial Planning.

24mins

1 Dec 2012

Rank #12

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KEY030 | Creating a Business Owners Dream Financial Plan – Turn Key Automated Marketing For Your Small Business That Really Works (Part 7 of 8)

Creating a Business Owners Dream Financial Plan (Part 7 of 8) – Turn Key Automated Marketing For Your Small Business That Really Works IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I move on to part 7 of creating a business … Continue reading The post KEY030 | Creating a Business Owners Dream Financial Plan – Turn Key Automated Marketing For Your Small Business That Really Works (Part 7 of 8) first appeared on Ironshield Financial Planning.

41mins

15 Nov 2012

Rank #13

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KEY029 | Creating a Business Owners Dream Financial Plan (Part 6 of 8) – Incorporate KAIZEN Into Your Financial Planning

Creating a Business Owners Dream Financial Plan (Part 6 of 8) – Incorporate KAIZEN Into Your Financial Planning IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I move on to part 6 of creating a business owners dream financial plan. … Continue reading The post KEY029 | Creating a Business Owners Dream Financial Plan (Part 6 of 8) – Incorporate KAIZEN Into Your Financial Planning first appeared on Ironshield Financial Planning.

27mins

1 Nov 2012

Rank #14

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KEY028 | Creating a Business Owners Dream Financial Plan – How to invest for business owners (Part 5 of 8)

Creating a Business Owners Dream Financial Plan – Investing For Business Owners (Part 5 of 8) IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I move on to part 5 of creating a business owners dream financial plan.  If your … Continue reading The post KEY028 | Creating a Business Owners Dream Financial Plan – How to invest for business owners (Part 5 of 8) first appeared on Ironshield Financial Planning.

19mins

15 Oct 2012

Rank #15

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KEY027 | Creating a Business Owners Dream Financial Plan – For Business Owners, It’s Different (Part 4 of 8)

Creating a Business Owners Dream Financial Plan – For Business Owners, It’s Different (Part 4 of 8) WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes … Continue reading The post KEY027 | Creating a Business Owners Dream Financial Plan – For Business Owners, It’s Different (Part 4 of 8) first appeared on Ironshield Financial Planning.

24mins

1 Oct 2012

Rank #16

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KEY026 | Creating a Business Owners Dream Financial Plan – The Sellability Score© and The Business Sellability Audit™ (Part 3 of 8)

Creating a Business Owners Dream Financial Plan – The Sellability Score© and The Business Sellability Audit™ (Part 3 of 8) WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via … Continue reading The post KEY026 | Creating a Business Owners Dream Financial Plan – The Sellability Score© and The Business Sellability Audit™ (Part 3 of 8) first appeared on Ironshield Financial Planning.

25mins

15 Sep 2012

Rank #17

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KEY025 | Creating a Business Owners Dream Financial Plan – Not Net Worth, Liquid Net Worth! (Part 2 of 8)

Creating a Business Owners Dream Financial Plan – Not Net Worth, Liquid Net Worth! (Part 2 of 8) WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via … Continue reading The post KEY025 | Creating a Business Owners Dream Financial Plan – Not Net Worth, Liquid Net Worth! (Part 2 of 8) first appeared on Ironshield Financial Planning.

22mins

9 Sep 2012

Rank #18

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KEY024 | Creating a Business Owners Dream Financial Plan – Start With Your Base Plan (Part 1 of 8)

Creating a Business Owners Dream Financial Plan – Start With Your Base Plan  WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe … Continue reading The post KEY024 | Creating a Business Owners Dream Financial Plan – Start With Your Base Plan (Part 1 of 8) first appeared on Ironshield Financial Planning.

39mins

15 Aug 2012

Rank #19

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KEY023 | The Evolution Of Employee Benefits With Roger Thorpe

The Evolution Of Employee Benefits (Interview with Roger Thorpe, President of Thorpe Benefits) WELCOME TO THE KEY TO RETIREMENT™ PODCAST! To subscribe to the podcast, please use the links below: Click Here to Subscribe via iTunes Click Here to Subscribe … Continue reading The post KEY023 | The Evolution Of Employee Benefits With Roger Thorpe first appeared on Ironshield Financial Planning.

33mins

1 Aug 2012

Rank #20