Tag Archives: IPP

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

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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I move on to part 6 of creating a business owners dream financial plan.  Incorporating “KAIZEN” into your financial plan is the key to meeting (and often times exceeding) your financial goals.  Business owners who don’t embrace this philosophy in their financial planning will live to regret it.

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.

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!

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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)

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

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 episode, I move on to part 2 of creating a business owners dream financial plan.  I dive into why most business owners and entrepreneurs can’t retire and what you can do about it today to change this harsh reality.

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.

ITEMS MENTIONED IN THIS EPISODE

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Dennis Serre – Individual Pension Plans

Fly On The Wall Webinar Series

UpdateHello everybody and welcome to another one of IRONSHIELD Financial Planning’s “Fly On The Wall” webinars.

If this is your first time tuning in to a “Fly On The Wall” recording, let me quickly explain to you what this is.

You are going to experience what it’s like to be a “fly on the wall” during one of my update calls with a member of our Top Guns Network.  This network is my personal network of specialists.

Every so often, I ask a member of my network to touch base with me to bring me up to speed on the latest happenings in their area.  And when they call me, I record the call so you can be a “fly on the wall” for that call.

(Duration 41:09)

On this episode

I invited Dennis Serre, owner of Serre Financial, a successful group plans consulting firm with 50 years of extensive tax knowledge at their disposal and experience working with many financial institutions to develop new pension plan programs for all types of business needs.

Working closely with individuals and corporations, Serre Financial is focused on avoiding excessive fees and minimizing both taxes and future pension liabilities.

Dennis took time out to speak with me and explain the details of Individual Pension Plans and their benefits to business owners.

Please click on the video link above to watch & listen to the call.

For further information or to book your free no obligation appointment please call me directly at 416-626-6515.