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Personal Investment Strategies | How Much Do I Need to Retire? (Podcast)

Thirty years ago, retirement planning was easy – you worked until 58, and when your pension kicked in, you faded into the sunset. Today, pensions are gone, 60-year-olds still have mortgages, kids live at home as parents retire and many people feel that they won’t ever have enough saved to retire at all. Join Liz …

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ETFs for Long Term Financial Prosperity (Podcast)

There are presently thousands of products available for purchase for your Registered Retirement Savings Plan (RRSP) and other investing needs. Exchange-Traded Funds (ETFs) have quickly moved to the forefront for many investors. During this podcast, Liz West and Kurt Rosentreter explain what ETFs are and discuss why they are the product of choice for many …

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Understanding Life Insurance | How to Choose and Purchase Life Insurance (Podcast)

If you are the primary income earner for a family that includes dependents and you die, your family will no longer have your income to pay the bills. Life insurance is a safety net that provides money to replace lost income after death. Life insurance can also serve business needs to provide liquidity money on …

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How to do Estate Planning | Issues and Solutions (Podcast)

Poor estate planning can leave our family members battling over money, property and goods like the artwork on our walls when we are gone. Inadequate estate planning can also result in thousands more in income tax paid at death, leaving our heirs with less. In this episode of Future Forward, Kurt Rosentreter and Liz West …

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