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Hosted by Jason Nagel · 🇺🇸 US · EN-US · 41 episodes
Established thought leaders with verified media credentials.
Are you a successful family looking to make smarter financial decisions and maximize your life’s work? At Three60 Wealth, a trusted Family Office in Calgary for over 15 years, we’ve helped families like yours navigate wealth, investments, and financial planning.Now, we’re bringing that expertise straight to you! Each episode, we’ll break down key financial topics, answer common questions, and share insights that can help you take control of your financial future.Whether you're looking for strategies to grow your wealth, preserve your legacy, or make informed financial choices, this podcast is for you.Hit follow and join us on this journey—because your financial future deserves a 360-degree approach.
Jason Nagel hosts The Family Office Insider, a business show with 41 episodes published.
In this episode of Family Office Insider , host Jason Nagel , founder of Three60 Wealth in Calgary, sits down with Tatenda Mawoyo from GBL & Associates to break down Individual Pension Plans (IPPs) and who they’re best s
Planning for a blended family can feel like walking a tightrope. You want your spouse protected, your children treated fairly, and your legacy carried out without conflict. In this episode, Jason Nagel breaks down four k
Many families believe that adding a child to the title of a family cabin is a simple way to avoid probate and reduce taxes. Unfortunately, this strategy often creates more problems than it solves. In this episode, Jason
For many Canadian families, the cottage or cabin is more than just real estate. It is a place filled with memories, traditions, and legacy. But passing a family cabin down to the next generation can quickly turn into con
If you own a business in Canada, understanding how dividends are taxed is essential to making informed financial decisions. In this episode, Jason Nagel breaks down the difference between eligible and ineligible dividend
In this episode, Jason Nagel demystifies one of the most valuable tax strategies available to Canadian business owners: multiplying the Lifetime Capital Gains Exemption (LCGE) through a properly structured family trust.
In this episode of Family Office Insider , Jason sits down with Austin Vrabel, CFA , Wealth Advisor at Connor, Clark & Lunn Private Capital, to unpack one of the most misunderstood threats facing retirees: market volatil
How Much is Too Much to Leave Behind for Your Children? How much wealth should you pass on to your children? It’s a question many affluent families grapple with, and the answer isn’t one-size-fits-all. In this episode, J
In this episode of Family Office Insider , Jason sits down with Maxwell Webster of VAMOS M&A Advisory to unpack one of the most important – and misunderstood – topics in the business world: wealth harvesting vs. wealth c
Selling your business should be a celebration, but there’s a hidden tax that catches countless Canadian entrepreneurs off guard. In this episode, Jason breaks down the Alternative Minimum Tax (AMT) , a little-known paral
In this episode, Jason breaks down one of the most powerful – and misunderstood – tools in advanced wealth planning: the discretionary family trust . You’ll learn the four key reasons why families and business owners set
In this episode, Jason Nagel from Three60 Wealth shares a powerful analogy that reveals the true difference between financial advice and financial planning. Imagine climbing Mount Everest — would you rather have a guide
In this episode of Family Office Insider , Jason Nagel from Three60 Wealth sits down with special guest Kelsey Humphries , a Wills and Estates Lawyer at Underwood Gilholme, to tackle some of the most common misconception
Are you a business owner preparing for retirement after selling your company? In this episode, Jason Nagel from Three60 Wealth shares a powerful story about a client who struggled to recreate their paycheck in retirement
As a Canadian business owner, where should you really be investing your money — RRSPs, TFSAs, or your holding company ? It’s one of the most common questions we hear from entrepreneurs and family business owners who want
In this episode of Family Office Insider , Jason unpacks a common estate planning question for business owners: Should you add your children as shareholders of your holding company? On the surface, this strategy may seem
In this episode, Jason Nagel sits down with Darren Brisebois of Cerro Verde Advisory Group to explore the five critical areas every business owner should prepare for when planning an exit. From optimizing corporate and c
When it comes time to step away from your business, choosing the right exit strategy is one of the most important decisions you’ll ever make. In this episode, Jason walks through three common paths business owners consid
Thinking about selling your business in the next few years? The sooner you start preparing, the more value you’ll unlock when the time comes. In this episode, Jason Nagel shares practical strategies that every business o
If you’re a successful business owner, chances are you’ve built up after-tax profits in your operating company, but what’s the smartest way to put that money to work? In this episode, Jason Nagel from Three60 Wealth walk
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The Family Office Insider is hosted by Jason Nagel. The show is categorised under business (investing) and has published 41 episodes.
The Family Office Insider has published 41 episodes.
The Family Office Insider regularly covers business, investing. It sits in the business category, with a investing focus.
The Family Office Insider is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Family Office Insider hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Family Office Insider average 6 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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