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

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Are You Creating a Financial Burden for Your Spouse? 19/06/2025
Advice vs Planning: What is Missing With Your Advisor? 13/06/2025
Why Settle for Financial Advice When You Could Have Financial Planning? 06/06/2025
How Much is Your Financial Advisor Costing You? 30/05/2025
Preparing Your Children to Receive an Inheritance 28/04/2025
Gifting Assets to Your Children: Tax and Creditor Considerations 19/04/2025
Estate Planning for the Family Cabin: How to Keep It in the Family 09/04/2025
Five Common Estate Planning Mistakes to Avoid 03/04/2025
The Use of a Child's Trust in Estate Planning 30/03/2025
Estate Planning with a Spousal Trust 20/03/2025
Trusts & Estate Planning: What You Need to Know 11/03/2025
How Much is Too Much to Leave your Children? 26/02/2025
When One Spouse Manages and Controls the Finances 18/02/2025
Tax Implications When Gifting a Property to a Child 11/02/2025
Investment Planning Is Not Financial Planning 04/02/2025
The Story of Why I Started My Business 04/02/2025
Welcome to "Family Office Insider" 02/02/2025
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