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 paperboy qualifies to invest in the same investment solutions you are currently using, you’re using the wrong investments. This episode will dive deep into the most appropriate investment solutions for business owners and entrepreneurs.

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.

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ITEMS MENTIONED IN THIS EPISODE

KEY002 | The difference between financial goals and financial objectives, and how important it is that your financial planner understands the difference between the two.

The difference between financial goals and financial objectives, and how important it is that your financial planner understands the difference between the two.

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WELCOME TO THE KEY TO RETIREMENT™ PODCAST!

To subscribe to the podcast, please use the links below:

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!

In This Episode

In this edition of The Key To Retirement, we’re going to talk about:

the difference between financial goals and financial objectives, and how important it is that your financial planner understands the difference between the two. Because, if they don’t, you will never know when you have accomplished what you set out to.

Bonus Segment

In today’s bonus segment, we’ll share with you:

how to get leading edge information on just about any topic delivered to you as it comes out. And no, it’s not searching through google.

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A trifecta investment solution designed to enhance performance, reduce volatility and provide a tax-efficient income…

We are in an investment environment that will challenge even the most seasoned investment manager.

The average investor is making decisions based more on emotion than logic. And when this happens, the average investor makes bad decisions. In the world of investing, letting emotions dictate your investment decisions will motivate you to do the exact wrong thing at the exact wrong time.

Retirees are looking for safe, secure income solutions and finding it harder and harder to determine the good from the bad. Traditional investment solutions, the ones that people have relied upon for decades, are falling short on their ability to generate the level of retirement income and growth required for most retirees. If you are a retiree today, or if you are approaching retirement, you are right to be concerned.

I understand the concerns. I get the frustration because my clients are in the exact same boat as you.

We are very aware that these issues and concerns about volatility and the need for a reliable income are not going to go away anytime soon. In fact, they are going to get worse because of demographics. Demographics that aren’t just talked about anymore as things that will happen at some point in the future. These demographic shifts are happening right now.

So, what is a retiree or someone who is approaching retirement to do now?

Well, I can’t tell YOU what you need to do because I don’t know anything about YOUR situation but I can tell you what we are doing for our clients – right now.

The solutions we are implementing for clients are designed to accomplish the following:

Reduce overall portfolio risk/volatility
Provide an attractive, reliable tax-efficient income
Enhance the performance of traditional diversified portfolios

So, what I have done it put together a complete video explaining the details.

If you are interested in watching the video now (and I strongly encourage you to do so), click on the Watch Video link below and you will be taken directly to the video to watch at your leisure. The video is less than 15 minutes long and will provide you with a very thorough overview of the strategy that may be appropriate for you to consider. At the very least, you will gain some knowledge and insight into a solution to the problem.

It may not be the best solution for you – but at least we’re bringing solutions to the table.

Should you be interested in finding out more about the solutions mentioned in the video, please don’t hesitate to contact me directly.

If you found this information of value, please comment below.

Tag Archives: investing