Join Glen Zacher, CFP with his guest Robert (Bob) Shiels
It is a process- you have to spend some time with, its only common sense. The lifecycle of financing:
· for the first 20 years you are dependent on your parents for financing
· 20-30 you will have student loans, first car, etc
· 30-40 wedding, honeymoon, bigger car, furniture
· 40-50 bigger house, bigger mortgage, children needs
· 50-60 more wedding, colleges for children and grandchildren
· 60+ plan for retirement
Robert (Bob) Shiels – Author: You Don’t Have to Die to Win
📚 RESOURCES - Great Reads and Audio - https://mcguirefinancial.ca/shop/
The Bankers' Secret by Glen Zacher, CFP & J Lowe (Book and/or Audio)
Becoming Your Own Banker by R. Nelson Nash (Book and/or Audio)
The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash
Lots more books to review.
📌 Official IBC Practitioner Representative of The Nelson Nash Institute: https://www.mcguirefinancial.ca
💸 Looking for a Certified Financial Advisor? Learn about "The Bankers' Secret" based on Becoming Your Own Banker - The Infinite Banking Concept:
CONTACT US-
📧 contacting our office - admin@mcguirefinancial.ca and setup your 30 min review or phone 📞Head Office Edmonton Ph:780.462.1289 Calgary Ph: 403.538.6898 Kelowna Ph: 778.738.8321 Toronto Ph: 647.417.0601 Toll Free: 1.877.364.8204
Join Glen Zacher, CFP with his guest Robert (Bob) Shiels
It is a process- you have to spend some time with, its only common sense. The lifecycle of financing:
· for the first 20 years you are dependent on your parents for financing
· 20-30 you will have student loans, first car, etc
· 30-40 wedding, honeymoon, bigger car, furniture
· 40-50 bigger house, bigger mortgage, children needs
· 50-60 more wedding, colleges for children and grandchildren
· 60+ plan for retirement
Robert (Bob) Shiels – Author: You Don’t Have to Die to Win
📚 RESOURCES - Great Reads and Audio - https://mcguirefinancial.ca/shop/
The Bankers' Secret by Glen Zacher, CFP & J Lowe (Book and/or Audio)
Becoming Your Own Banker by R. Nelson Nash (Book and/or Audio)
The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash
Lots more books to review.
📌 Official IBC Practitioner Representative of The Nelson Nash Institute: https://www.mcguirefinancial.ca
💸 Looking for a Certified Financial Advisor? Learn about "The Bankers' Secret" based on Becoming Your Own Banker - The Infinite Banking Concept:
CONTACT US-
📧 contacting our office - admin@mcguirefinancial.ca and setup your 30 min review or phone 📞Head Office Edmonton Ph:780.462.1289 Calgary Ph: 403.538.6898 Kelowna Ph: 778.738.8321 Toronto Ph: 647.417.0601 Toll Free: 1.877.364.8204