The Family Office Insider

Por: Jason Nagel
Are you a successful family looking to make smarter financial decisions and maximize your life’s work? At Three60 Wealth, a trusted Family Office in Calgary for over 15 years, we’ve helped families like yours navigate wealth, investments, and financial planning.Now, we’re bringing that expertise straight to you! Each episode, we’ll break down key financial topics, answer common questions, and share insights that can help you take control of your financial future.Whether you're looking for strategies to grow your wealth, preserve your legacy, or make informed financial choices, this podcast is for you.Hit follow and join us on this journey—because your financial future deserves a 360-degree approach.
37 episodios disponibles

Latest episodes of the podcast The Family Office Insider

Eligible vs. Ineligible Dividends: What Canadian Business Owners Need to Know 16/12/2025
Multiplying the Capital Gains Exemption - The Hidden Traps 04/12/2025
The Hidden Retirement Risk Most Investors Miss with Austin Vrabel, CFA 27/11/2025
Wealth Harvesting vs. Wealth Creation: How Entrepreneurs Grow by Acquisition 26/11/2025
The Sneaky Tax That Surprises Business Owners at Exit: Understanding AMT 14/11/2025
How a Trust and Planning Early Can Save You Hundreds of Thousands in Tax. 07/11/2025
The Sherpa Approach to Financial Planning 27/10/2025
The 5 Myths of Estate Planning with Kelsey Humphries 02/10/2025
Avoiding the RRSP Trap: Smarter Retirement Income Planning 29/09/2025
RRSPs vs Holding Companies: A Tax Trap To Avoid 19/09/2025
Should You Add Your Children as Shareholders of Your Holding Company? 12/09/2025
5 Areas to Consider Before Selling Your Business 04/09/2025
Exiting Your Business: Exploring Your Options 29/08/2025
Preparing to Exit Your Business: Key Steps for a Successful Sale 22/08/2025
Should I Invest In RRSPs, TFSAs, or my Holding Company with my corporate profits? 14/08/2025
What Should You Do with the Money Inside Your Holding Corp in Retirement? 01/08/2025
How We Create Peace of Mind for the Families We Serve 24/07/2025
Are You Getting Financial Advice or Real Financial Planning? 11/07/2025
Tired of the Life Insurance Pitch? Here’s What You Actually Need to Know. 04/07/2025
Do You Really Have It All Organized? 26/06/2025
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