In this episode, Stephen and Michele dive into one of the most misunderstood areas of financial planning: retirement and whole life insurance. Too often, people think life insurance is something they do just for their loved ones—not realizing it can be a powerful tool for themselves as they plan for retirement.

We bust common myths about retirement, explore the downsides of going in unprepared, and highlight what you really need to know to secure your financial future. From the importance of equity and diversification to why working with a knowledgeable agent is critical, we cover the real talk most financial professionals won’t tell you.

Chapters:

0:00 - Introduction

1:18 - Varying visions of retirement

7:30 - Dealing with windfalls

13:17 - Dealing with capital gains on real estate

19:00 - Passing along wealth

21:41 - Connect with our team

23:03 - Closing remarks

Today, Stephen is joined by the New York Times best selling author behind Killing Sacred Cows, What Would the Rockefeller's Do, and several more. In his most recent book, Money Unmasked Garrett Gunderson speaks on his years of expertise developing new ways to think about their financial life, as well as an intimate look into how our money mindset is developed in their first place. Today, we will learn how to unlearn, unlock and take back control of your financial life.

On the latest episode of Financial Control for Life™, we're diving into these concepts and clearing the air! We'll help listeners grasp these need to know updates in Canada, and why you should be leveraging a true expert's ability to maximize the associated benefits.

This episode is packed with helpful information for your financial world!

Chapters:

0:00 - Introduction and Welcoming Garrett Gunderson

3:40 - How Garrett Developed His Early View on Finances...Scarcity Mindset

5:40 - The Proper Questions

7:30 - Scarcity vs. Prosperity

11:00 - Mindful Cash Management

14:40 - Value Index

17:50 - Shadow Personas and Their Inverse

23:30 - Mental and Relationship Capital...What Would Love Do?

27:40 - Closing remarks

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With a possible capital gains tax looming over the horizon, it's more important than ever to be aware of the risks impacting your financial future. Just as importantly, what can you do to not just safeguard your wealth but actively maneuver into the most beneficial position for you?

On the latest episode of Financial Control for Life™, we're diving into these concepts and clearing the air! We'll help listeners grasp these need to know updates in Canada, and why you should be leveraging a true expert's ability to maximize the associated benefits.

This episode is packed with helpful information for your financial world!

Chapters:

0:00 - Introduction and overview on the topic of the day

1:00 - Capital Gains Tax

2:30 - News Clip

5:10 - Doctor Shortage and The Impact of Poor Legislation

5:50 - 5 Key Factors Impacting Your Financial Future

8:00 - How To Leverage Whole Life Insurance

10:00 - Impact of Capital Gains on Inflation and Debt

14:42 - Market Risk and Order of Return

19:33 - Health Risks and How to Optimize for the Unknown

24:00 - The Importance of Getting a Needs Analysis with an Expert

28:25 - Get Whole Life When You Can

30:00 - Have That Family Meeting

32:45 - Closing remarks

Connect with MacDev Financial:

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Facebook

YouTube