Sometimes with our day to day we become so focused, so close in to the details. We are doing a good job, it’s just we are so close we forget to step back and see the big picture. Taking that step away from your day to day, what Strategic Coach

199 – Dollar Cost Averaging – A Discussion

May 9th, 2019 24m 2s

Today we are discussing dollar cost averaging. We have discussed this before, and we have decided to revisit this topic again. Dollar cost averaging is a strategy that allows an investor to buy the same dollar amount of an investment on regula

198-Carrier Pigeon to Digital

May 2nd, 2019 13m 9s

You may look back at this episode in 2 or 3 years it may seem unusual. In the financial planning world some people still get their statements by paper. These statements are required to be sent out to clients. If you look at the charts for the

197-Charging A Fee For Your Service

Apr 25th, 2019 17m 26s

Commissions are a form of variable-pay remuneration for services rendered or products sold. Commissions are a common way to motivate and reward salespeople. Commissions can also be designed to encourage specific sales behaviours. We have been

196-Is Collaboration The New Currency?

Apr 19th, 2019 17m 8s

Is collaboration the new currency? This week we explore our collaboration with Steve about his Your Retirement Map and Perspective$ process (http://openroll.org/171-retirement-map-steve-fricker/). We also talk about the collaboration and sharin

195-Is It Safe To Leave It?

Apr 11th, 2019 21m 40s

What is a pension transfer? You may leave a company (i.e. lay off, new job, retirement) that you have been contributing to a pension plan. What do you do with the pension? There are usually options on what you can do with the pension. What is

194-Assets Over Episodes

Apr 4th, 2019 16m 5s

We are putting together an asset each week that is of value. For people who go back to listen to past episodes of your podcast you want to have something of value for them to go and listen to. We discuss how the podcast is not about giving sto

193-Pixar Story Spine

Mar 28th, 2019 15m 30s

Pixar uses a “story spine”. Do people want a story, or just the facts? The story spine goes something like this: Once upon a time … Every day … Until one day … Because of that … Because of that … Because of that … Until finally … And ever since

192-Niche for Design

Mar 21st, 2019 50m 32s

Today we have a guest, Erika from Niche for Design. Isolation spaces are a big development in open concept office environments. Companies are looking to combine open concepts with areas that have more flexibility and some privacy. There are p

191-Putting off what needs to be done

Mar 14th, 2019 7m 17s

This episode is an update on the week, while Jurgen is away. Networking is important. Using social media, know your audience, what age group and who you are hoping to reach helps you with your network. BNI allows you to have the face to face

190-Takeaways

Mar 7th, 2019 13m 30s

This week we are at episode 190, we wanted to share our takeaways. As we go along on our journey we try to discover who we are. We hear terms and professions, such as engineer, architect, we are searching to describe who we are. However, you m

189-Capability vs Cash

Feb 28th, 2019 24m 6s

Your financial reconnaissance podcast. You must evolve, you constantly have to push it, and we do the financial reconnaissance. A collaboration with Steve allows us to work with our unique abilities. Steve has a specialty, a plan that is uniqu

188-Tax Avoidance

Feb 21st, 2019 12m 44s

Today we are talking about Tax Free Savings Accounts (TFSA). As a guide, we go out and do the research, and bring the information to you in a way you can understand. The TFSA is the structure, a place to hold money tax free. This type of acco

187-Plans Are Useless

Feb 14th, 2019 15m 8s

We talk about who we envision listening to the podcast. We listened to a Strategic Coach podcast this week, “The Real Reason You’re Never Happy – And What To Do About It” https://strategicpodcasts.com/podcast/inside-strategic-coach/ This leads

186-From China to India to Content

Feb 7th, 2019 17m 35s

Today we are continuing our conversation from last week and talking about China to India. What does this look like down the road? We talk about 5g and everyone being connected. We also talk about backing up a Model 3 remotely. Bodrum Castle i

185-Insight or Insider Information

Jan 31st, 2019 19m 3s

Today we are talking about a conference we recently attended. A conference put on by Peter Diamandis. Peter Diamandis has written 2 books: Abundance and Bold. We talk about how things are converging and multiplying, and how long people are l

184-Who Not How

Jan 24th, 2019 11m

Today we are talking about Who not How. Last week we discussed the Strategic Coach tool, The Impact Filter™. What we find is the next evolution is Who Not How. This helps give direction to a project. Thinking Who versus How is the project go

183-Pivot Episode

Jan 17th, 2019 14m 13s

Today is our first pivot episode. We are trying a new format for the podcast. We are going to try to have a podcast for friends, family, clients. Today we are talking about the new format, as well as a tool that we use from Strategic Coach, T

182-Mojo Pet Supplements

Jan 10th, 2019 42m 29s

Today’s guest is Jason from Mojo Pet Supplements. Mojo Pet Supplements are the “newest nutraceutical supplement in Canine Care Giving” for companion animals. Mojo Pet Supplements are for pet owners, who want to help support their pet for life;

181-The Arena

Jan 3rd, 2019 5m 31s

This week, to start off 2019, is a quote from the “Citizenship In A Republic” speech delivered by Theodore Roosevelt. The quote is called, “The Arena” or “The Man in the Arena”. “It is not the critic who counts; not the man who points out how t

180-Flat Rock Cellars – Sharing Your Passion – with Ed Madronich

Dec 27th, 2018 56m 33s

Today our guest is Ed Madronich from Flat Rock Cellars. We start the show talking about manufacturing and that the winery grows the grapes, creates the wine, and sells the bottled wine. It can sometimes be easier to sell Ontario wine to interna

179-Big B Comics with Dylan

Dec 20th, 2018 1h 3m

Today our guest is Dylan from Big B Comics in Hamilton. We talk about a recent podcast – the miracle morning. We discuss the advantages to having a morning routine to get your day started, and to be more successful. There are some auto-biograph

178-Discovering Your Unique Ability

Dec 13th, 2018 32m

Today we are talking about unique ability. It can be difficult (or easy) to discover your unique ability, it takes being honest with yourself. It isn’t that you can’t do something, it just may not be your unique ability. The purpose, or impor

177-Our take on the Miracle Morning

Dec 6th, 2018 30m 31s

Today we are discussing the Miracle Morning, and the acronym S.A.V.E.R.S. S.A.V.E.R.S. is Silence, Affirmations, Visualization, Exercise, Reading, Scribing. We talk about our morning routines, and how S.A.V.E.R.S. can be applied to a morning ro

176-Tropical Expressions

Nov 29th, 2018 40m 57s

Today our guest is Mark Volman of Tropical Expressions. Mark came to Canada in 1989, from Russia. Mark talks about how he left Russia and moved to Canada. He owns a business, Tropical Expressions. He has always enjoyed plants, and an opportun