The Family Office Insider
The Family Office Insider
Podcast Description
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.
Podcast Insights
Content Themes
The podcast explores key financial topics including legacy planning, investment strategies, and wealth management challenges faced by affluent families, with episodes like How Much is Too Much to Leave Your Children and Tax Implications When Gifting a Property to a Child, aiming to provide actionable insights for listeners.
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.
In this episode, we tackle an important question that many Canadians haven’t thought to ask: What’s the real cost of your financial advisor? And we’re not just talking about fees, we’re talking about missed opportunities, unnecessary taxes, and the difference between reactive financial advice and proactive, holistic financial planning.
Jason Nagel breaks down how to tell the difference between the two and why it matters, especially for high-net-worth families and business owners. If your current advisor is only talking to you once a year about your investment returns, you might be missing out on a much deeper and more strategic approach to building and preserving wealth.
To help you assess where you stand, we’ve created a free 20-point checklist that outlines the difference between financial advice and true financial planning. Download it now at: three60wealth.ca/planning
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.