Our very own Scott Plaskett, CFP was invited to The Business News Network Studio’s to discuss a very important topic:
Financial Planning for 60 year olds.
Here is a link to that video:
Our very own Scott Plaskett, CFP was invited to The Business News Network Studio’s to discuss a very important topic:
Financial Planning for 60 year olds.
Here is a link to that video:
“Couple’s rent-free in-law plan gives savings a boost” was the title for the July edition of MoneyVille’s Money Makeover and our very own Scott Plaskett, CFP was the makeover specialist.
To read the article, click on the following headline:
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In this episode, I interview Jennifer Jacobs, President of LTCI Consulting Inc. Jen is a Living Benefits Specialist and brings to the call a wealth of wisdom.
Understanding that a Long Term Care Insurance plan is essential to your long term financial well being and how this one plan can mean the difference between financial freedom and financial ruin makes you realize how exposed you are without it.
There is a real opportunity in the Canadian Long Term Care Insurance marketplace that should not be overlooked. Your long term wealth depends on 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.
I invited Jennifer Jacobs, President of LTCI Consulting Inc. to discuss the 8 myths of long term care insurance.
Jen is our most valuable resource when it comes to living benefits and we are proud to have her as part of our team.
Long Term Care Insurance carries with it a lot of misunderstanding not only by the general public but by most of the insurance companies themselves. This discussion will reveal the wealth protection traits that a long term care insurance program possesses and dispell the most common myths.
Please click on the video link below to watch & listen to the call.
I invited Charles Wilton, Private Portfolio Manager at Raymond James to discuss why most people don’t know how to make money in their investment portfolio.
Charles is a veteran. He explains in plain-English the fundamental flaw that is contained in our DNA that encourages us to make the wrong decisions at the wrong times in our portfolios and provides a very clear and easy to understand disciplined approach that fixes our inherent flawed mindset.
Wisdom is what allows Charles to be able to explain in plain-English what a proper investment approach looks like.
IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.
Podcast: Play in new window | Download
Subscribe: Apple Podcasts | RSS
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, I interview Adam Baker, Producer of “I’m Fine, Thanks”.
I’m Fine, Thanks is a documentary that will “give thousands of people inspiration to live their lives based on their own hopes and dreams – not someone elses vision or script for their life.” – Adam Baker
(Click here to PLEDGE or watch the Trailer on Kickstarter Page)
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.
Markets have been trading for two sessions now since the US was downgraded by S&P. While the net effect is a decline in stock prices and bond yields (bond prices higher), markets shot ahead today after the US Fed committed to keep interests rates low until at least mid-2013. Volatility has been stunning with vicious price movements in both directions in both stocks and bonds.
US Downgrade
Stock market reaction
Bond market reaction
European situation
FED action today
Implications for strategy
Actions
I would like to thank the analyst team at Connor Clark & Lunn Private Capital for their timely insights during these economic times.
As the week progresses, all indications are that we are in for another volatile one. However, I thought I would pass along some summary points from a call I just got off of with Jeff Guise, CIO Connor, Clark & Lunn Investments and Mike Flux, VP Connor, Clark & Lunn Private Capital.
The result of our call today would suggest that we are experiencing nothing more than some panic selling. Emotions are running very high again.
The following points lead us to one conclusion. If your investment objectives have not changed, there is no reason to make any adjustments to your portfolio as now is a time to be opportunistic, and not let emotions dictate your investment decisions.
The yield curve is not signaling a recession
Consumers
Relative Value
Sentiment is extreme, in panic zone suggesting at a minimum a short term bounce
Irrespective of your stage of life, whether you’re investing for growth or investing for income, a flight to safety (ie: moving to bonds) is very likely to be the start of a slippery slope to regret and frustration. Continue to keep diversified, continue to collect the dividends and interest provided through your equities and high yield bonds and don’t follow the emotional crowd. Let logic prevail.
I would like to thank Jeff Guise and Mike Flux for taking time out of their busy day and vacation to speak with me today.