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

KEY046 | The Great White Elephant – Why Rich Kids Hate Their Parents

Mar 15th, 2014 36m 35s

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

KEY045 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 4)

Sep 1st, 2013 14m 33s

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

KEY044 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 3)

Aug 15th, 2013 21m 49s

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 popu

KEY043 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 2)

Aug 1st, 2013 10m 35s

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 th

KEY042 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 1)

Jul 15th, 2013 12m 29s

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 t

KEY041 | Overview of HAHN Investment Stewards

Jun 15th, 2013 32m 7s

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 ET

KEY040 | Why Buy Caterpillar

Jun 1st, 2013

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

KEY039 | Traditional Financial Planning Is Flawed!

May 15th, 2013

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

KEY038 | Life Insurance – What You Need To Know

May 1st, 2013 17m 25s

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 … Conti

KEY037 | The “Sell” Side of Investing

Apr 15th, 2013 23m 3s

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 epis

KEY036 | Financial Planning For Business Owners Is Simply Different

Apr 1st, 2013 24m 39s

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 th

KEY035 | Investment Teaching Moment

Mar 15th, 2013 30m 9s

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

KEY034 | Tax and Estate Planning Update

Mar 1st, 2013 23m 41s

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

KEY033 | How Sellable Is Your Business

Feb 15th, 2013 39m 27s

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 busi

KEY032 | How To Properly Value A Business

Feb 1st, 2013 44m 56s

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

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

Dec 1st, 2012 24m 47s

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 rea

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

Nov 15th, 2012 41m 18s

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 …

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

Nov 1st, 2012 27m 44s

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 pl

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

Oct 15th, 2012 19m 8s

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 … Con

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

Oct 1st, 2012 24m 4s

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 iTu

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

Sep 15th, 2012 25m 30s

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 He

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

Sep 9th, 2012 22m 52s

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 … Cont

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

Aug 15th, 2012 39m 13s

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 Subsc

KEY023 | The Evolution Of Employee Benefits With Roger Thorpe

Aug 1st, 2012 33m 38s

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 C