SimplyAdvised

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: The best time to get life insurance All the benefits that can come with … Continue reading The Most Versatile Financial Tool – Life Insurance →

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 … Continue reading Lifetime Financial Strategies (A 21st Century Financial Planning Process) With Cary Cowan →

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: What wealth management … Continue reading The Advantages of Working With an Independent Advisor With Francesco Coccimiglio →

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 … Continue reading Sequence of Returns for Retirees – with Frederick Pratt Sr and Fred Pratt Jr →

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: What … Continue reading Taxation in Retirement Made Simple with Frank Marano →

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 … Continue reading The Fundamentals of Developing a Successful Financial Plan With Thomas Southard →

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 … Continue reading College Preparation and Taxation Strategies — with Benjjamin Zales →

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 … Continue reading Solving the Puzzle of Insurance — with Lisa Reynolds →

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 … Continue reading The IRA Exit Strategy BluePrint – with Brad Gotto →

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 … Continue reading Your Ultimate Guide To the Bucket Strategy — With Mason Gorris →

Is your retirement plan set up so that you know that your money will last in a tax-favored way? In this episode, Matt Halloran speaks with Kelly L. Boyd, AIF®, a trusted financial planner with InvestWise Financial LLC, as she shares her expertise on Roth conversions. Kelly discusses some of the challenges that clients face … Continue reading The Advantage of Roths In Your Portfolio — With Kelly Boyd →

What is one of the greatest gifts we can give to the next generation? In this episode, Dean Thurman AIF®, the co-founder and senior partner of InvestWise Financial, LLC shares a unique gift that will help families prepare and bring them closer together after the loss of a loved one. In this episode, you will … Continue reading The Family Estate Organizer With a Heart — With Dean Thurman →