SimplyAdvised
The SimplyAdvised Podcast is your go-to place to find trusted subject-matter experts who communicate critical information in a meaningful and memorable way, guiding you to make smart choices. Listen in as our experts help you handle whatever life throws your way!
Episodes
In this episode, Celeste McKeefery, founder and president of Beachhurst Financial explains the importance of life insurance and how affordable it can actually be. Find out why Celeste considers life insurance the most versatile financial tool for your portfolio.
Celeste discusses:
A lot of times people are afraid to discuss their finances since it requires you to open up your entire life and become vulnerable for the vision you wish to create for the future.
In this episode of the SimplyAdvised podcast we talk with Cary Cowan, chairman and CEO of Cowan Financial Group, about his intriguing book that teaches clients and financial professionals a philosophical and relationship-based approach to financial plann...
Independent advisors are overcoming industry challenges to better assist Canadians!
In this SimplyAdvised Podcast, Francesco Coccimiglio, an independent advisor and portfolio manager at Hampton Securities Limited, discusses the advantages of working with an independent advisor, the different facets that clients look for and his holistic approach to financial planning.
Francesco Coccimiglio discusses:
Dedicated to providing investment solutions and strategic wealth planning that is right for you!
In this episode of the SimplyAdvised podcast, we speak with Wealth Harvest Group’s Fredrick Pratt Sr, MFA, RWM and Frederick Jr, CFP®, CLU about the importance of understanding your clients, their collective philosophy, and the concept of sequence of returns with retirees.
In this episode, you will learn:
Do you know what taxes you will owe in retirement?
In this episode of the SimplyAdvised Podcast, we speak with Frank Marano, licenced fiduciary financial advisor at Marano Consulting on the significance of taxation in retirement. As well as real-life client experiences, warning signs, and pitfalls you don’t want to overlook!
Frank Marano discusses:
Life happens so fast; it’s relatively simple at first, but as we go through various life-stages we rarely pause and make the adjustments necessary for the future. By planning, clients can become more confident and seek solutions to help them achieve their desired outcomes.
In this episode, we speak with Tom Southard, CRC, a financial professional with Thrive Wealth Solutions, on the significance of creating a successful financial p...
When it comes to education and college planning, families need to be considerate about their immediate needs and be aware of the financial factors that could potentially influence their opportunities.
In this episode of the SimplyAdvised podcast, we talk with Benjjamin Zales, the founder, and CEO of Innovare Consulting Development Group, LLC, about the importance of college planning and tax-efficient investing.
In this episode, yo...
It’s not just you; Selecting the right insurance plan can be very challenging and, at times, difficult to understand.
Today, on this episode of the SimplyAdvised podcast we speak with Lisa Reynolds, the founder and owner of Lisa Reynolds Insurance Agency, LLC. Lisa guides listeners through the puzzle of insurance, she explains the importance of insurance, how it can protect you, why you need it, and touches on the essential questio...
It’s time to take a closer look at your retirement account.
In this SimplyAdvised episode we meet with Brad Gotto, an RICP advisor and one of the founding partners at Fiat Wealth Management. Brad walks us through a unique strategy to exit your IRA’s and discusses the concerns people have with taxes in retirement.
In this episode, you will learn:
Would you like to take a simplified approach to financial planning that gives you a buffer during market volatility?
Today, Mason Gorris, an InvestWise Financial LLC financial planner, shares his knowledge and experience about the bucket strategy. You’re about to discover why applying this strategy can benefit your long-term retirement plan and stop you from making emotional investment decisions.
In this episode, you will learn:
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