FinancialPodcast.CA: Interviewing Professionals

<p><br /> 1) Succession Planning Defined.<br /> 2) Beginning Your Succession Plan.<br /> 3) Sole Proprietorships and Partnerships.<br /> 4) Common Exit Strategies for a CCPC.<br /> 5) Funding Strategies.<br /> 6) Estate...

<p><br /> 1) Primary Retirement Goals.<br /> 2) When to Begin CPP.<br /> 3) RRSP vs TFSA.<br /> 4) Pension Credit.<br /> 5) Age Credit.<br /> 6) Medical Expense Tax Credit.<br /> 7) Disability Tax Credit.<br /> 8)...

<p><br /> 1) Learn About Your Clients.<br /> 2) Learn from the Best in the Business.<br /> 3) Believe in Yourself.<br /> 4) Take a No and Turn it into a Yes.<br /> 5) See People See People See People.</p> <p>Guest: Joel...

<p><br /> 1) The Importance of Discipline;<br /> 2) A 40 Year Journey Begins;<br /> 3) Finding Inspiration;<br /> 4) Handling Adversity;<br /> 5) Being a Leader;<br /> 6) How to Value Clients.</p> <p>Guest: Joel...

<p></p> <p>1) The Exempt Market.<br /> 2) The Major Differences.<br /> 3) The Risks.<br /> 4) How to Purchase Exempt Products.<br /> 5) Eligibility for Registered Plans.</p> <p>Guest: Sheila Nielsen </p> <p>I grew up on...

<p><br /> 1) The Main Message of The Wealthy Buddhist.<br /> 2) A Philosophy.<br /> 3) A Beginner’s Mind.<br /> 4) Right Livelihood.<br /> 5) An Entrepreneur.<br /> 6) Ability Trust and Integrity Trust.<br /> 7)...

<p></p> <p>1) Thinking About the Future.<br /> 2) The Importance of Goals.<br /> 3) Mentors.<br /> 4) A Definition of Success.<br /> 5) Learning from Adversity and Failure.<br /> 6) Self-Talk.<br /> 7) Communication...

<p></p> <p>1) Expectations Before Retirement.<br /> 2) Expectations in Retirement.<br /> 3) A Time of Opportunity<br /> 4) A Time of Change.<br /> 5) Succession Planning.</p> <p>Chris has a leadership background with a...

<p><br /> 1) Rod’s Greatest Lesson.<br /> 2) A Little Help from a Friend.<br /> 3) Your State of Mind.<br /> 4) Eastern Influence.<br /> 5) Be Around the Right People.<br /> 6) Rod’s Personal Legacy.</p> <p>Guest: Rod...

<p></p> <p>1) The Importance of Setting Goals.<br /> 2) The Meaning of Success.<br /> 3) Setting Yourself Apart from the Competition.<br /> 4) Being in the Right Environment for Success.<br /> 5) 3 Habits for...

<p><br /> 1) The Importance of a Vision for Retirement.<br /> 2) Maintaining Discipline in Retirement.<br /> 3) A Time of Urgency.<br /> 4) A Retirement Blueprint.</p> <p>Chris has a leadership background with a focus...

<p><br /> 1) The Terminal Tax Return.<br /> 2) The Various Forms of Income.<br /> 3) How the CRA Treats RRSP & RRIF Funds.<br /> 4) Strategies to Defer Tax on Registered Funds.<br /> 5) How the CRA Treats Pension...

<p></p> <p>1) Sole Proprietor versus Incorporation.<br /> 2) Financial Advisor as an Employee.<br /> 3) Salary Income versus Dividend Income.<br /> 4) Deduction of Basic Expenses.<br /> 5) Meals and Entertainment.<br />...

<p><br /> 1) What is a personal trust?<br /> 2) Why use a personal trust?<br /> 3) The parties involved in a personal trust.<br /> 4) What is a testamentary trust?<br /> 5) How a testamentary trust can be used.<br /> 6)...

<p><br /> 1) What is a funeral?<br /> 2) A public funeral or a private funeral.<br /> 3) The purpose of a funeral home.<br /> 4) The services a funeral home provides.<br /> 5) Documentation involved with a funeral.<br...