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, Jason Nagel of Three60 Wealth unpacks the crucial difference between financial advice and true financial planning, and why it matters more than you think. Most Canadians don't realize that financial advice is often reactive and surface-level, while financial planning is proactive, customized, and deeply rooted in understanding your full financial picture.
Jason also shares a powerful tax-saving tip that could save you tens of thousands of dollars, especially if you own multiple properties like a principal residence, family cottage, or rental. Discover why tracking capital improvements and legal costs is essential for minimizing capital gains tax down the road, and how your principal residence exemption may not apply the way you think it does.
Want to know if you're getting advice or real planning? Download our free 20-point checklist at Three60wealth.ca/planning
For more insights, visit Three60wealth.ca
Disclaimer
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