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10 episodes with pension plans
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4 episodes with pension plans
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4 episodes with pension plans
4 episodes with pension plans
Planning for retirement is crucial, but many people over 50 make common financial mistakes. Frank and Frankie Guida discuss that hiring a financial planner to navigate the complexities of retirement can help optimize savings and benefits. This includes understanding Social Security, pension plans, and tax laws that affect retirement income. Frank and Frankie explain that working with a planning team enables retirees to make informed decisions, minimizing the risk of running out of money. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.
Vilka principer ligger bakom framgångsrika investeringar? I veckans avsnitt möter vi Bjarne Graven Larsen, som delar sin syn på riskhantering, portföljstrategier och varför systematik är en nyckel till långsiktig avkastning. Bjarne har varit investeringsansvarig på Danmarks största pensionsförvaltare ATP, Ontario Teachers' Pension Plan som är en av världens största pensionsfonder och driver nu en tillsammans med partners Qblue Balanced. Vi undersöker också vad Bjarne har gemensamt med Warren Buffett, Peter Lynch och David Swensen. I avsnittet pratar vi också om Ruth Core Global Equities. Du hittar all dokumentation runt fonden på www.ruthassetmanagement.com.Investeringar i finansiella instrument är förknippade med risk och en investering kan både öka och minska i värde eller komma att bli värdelös. Historisk avkastning är ingen garanti för framtida avkastning. Ingen del av podcasten skall uppfattas som en uppmaning eller rekommendation att utföra eller disponera över någon typ av investering eller att ingå några andra transaktioner. De uppfattningar som redogjorts för i podcasten återspeglar de medverkandes uppfattning för tillfället och kan således komma att ändras. Informationen i podcasten tar inte hänsyn till någon specifik mottagares särskilda investeringsmål, ekonomiska situation eller behov. Informationen är inte att betrakta som en personlig rekommendation eller ett investeringsråd. Adekvat och professionell rådgivning skall alltid inhämtas innan några investeringsbeslut fattas och varje sådant investeringsbeslut fattas självständigt av kunden och på dennes eget ansvar. Max Matthiessen frånsäger sig allt ansvar för direkt eller indirekt förlust eller skada som grundar sig på användandet av information i podcasten.
Vilka principer ligger bakom framgångsrika investeringar? I veckans avsnitt möter vi Bjarne Graven Larsen, som delar sin syn på riskhantering, portföljstrategier och varför systematik är en nyckel till långsiktig avkastning. Bjarne har varit investeringsansvarig på Danmarks största pensionsförvaltare ATP, Ontario Teachers' Pension Plan som är en av världens största pensionsfonder och driver nu en tillsammans med partners Qblue Balanced. Vi undersöker också vad Bjarne har gemensamt med Warren Buffett, Peter Lynch och David Swensen. I avsnittet pratar vi också om Ruth Core Global Equities. Du hittar all dokumentation runt fonden på www.ruthassetmanagement.com.Investeringar i finansiella instrument är förknippade med risk och en investering kan både öka och minska i värde eller komma att bli värdelös. Historisk avkastning är ingen garanti för framtida avkastning. Ingen del av podcasten skall uppfattas som en uppmaning eller rekommendation att utföra eller disponera över någon typ av investering eller att ingå några andra transaktioner. De uppfattningar som redogjorts för i podcasten återspeglar de medverkandes uppfattning för tillfället och kan således komma att ändras. Informationen i podcasten tar inte hänsyn till någon specifik mottagares särskilda investeringsmål, ekonomiska situation eller behov. Informationen är inte att betrakta som en personlig rekommendation eller ett investeringsråd. Adekvat och professionell rådgivning skall alltid inhämtas innan några investeringsbeslut fattas och varje sådant investeringsbeslut fattas självständigt av kunden och på dennes eget ansvar. Max Matthiessen frånsäger sig allt ansvar för direkt eller indirekt förlust eller skada som grundar sig på användandet av information i podcasten.
Joe and Lindsay answer the most common questions about the Canada Pension Plan (CPP). They explain what CPP is, who qualifies, how to apply, and how to estimate your benefits. You'll learn about the maximum and average payouts, survivor benefits, tax implications, and whether to take CPP early, at 65, or delay to age 70. With insights on integrating CPP into retirement income planning, this episode is a must-listen for Canadians preparing for a secure and comfortable retirement. Read the full show notes and find more information here: EP 128 Show Notes
On this episode, Anupam chats with Manish Alagh, Head of Tied, Wealth, Insurance Manager & Direct Marketing Channels at Kotak Life Insurance. They explore the latest trends in the life insurance industry, discuss innovative products, and uncover effective retirement planning strategies. Learn about annuities, when to consider them, and how to build a strong financial foundation for a steady post-retirement income. Manish also shares his insights on the insurance vs. investment debate and clarifies taxation concerns related to insurance and mutual funds. Tune in for a comprehensive guide to securing your financial future!Get in touch with our host Anupam Gupta on social media: Twitter: ( https://twitter.com/b50 ) Instagram: ( https://www.instagram.com/b_50/ ) LinkedIn: (https://www.linkedin.com/in/anupam9gupta/ ) You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel. Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, & InstagramSee omnystudio.com/listener for privacy information.
SIGN UP FOR OUR LIVE MONTHLY WEBINAR: https://www.controlandcompound.com/live-webinar On today's episode, Darren and Christina are back in part 3 of the dirty little secrets of the Canada Pension Plan and Old Age Security. The two discuss from a distance how the two government benefits work in an overall retirement plan, the changes that have been made to them moving forward, and finish off the episode with a great alternative to the CPP… hint hint… high cash value life insurance… Tune in now! Show notes: 00:00 - Introduction 1:35 - Where do these government benefits (CPP and OAS) fit inthe overall retirement plan? 3:30 - The changes the Canadian government has made to CPPand OAS IN 2025 18:30 - The dirty little secrets of the Canada Pension Plan 21:20 - Example of CPP change 27:10 - A great alternative to the CPP BOOK A CALL WITH US NOW: https://www.controlandcompound.com/contact-us FIND US ON: INSTAGRAM: https://www.instagram.com/controlandcompound/ TIKTOK: https://www.tiktok.com/@controlandcompound?lang=en FACEBOOK: https://www.facebook.com/controlandcompound JOIN OUR FACEBOOK COMMUNITY: https://www.facebook.com/groups/controlandcompound
The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations. Choosing the right pension payout option is a critical decision that significantly influences retirement security, with commonly available choices including single life annuity, joint and survivor annuity, lump sum, and term certain. Each of these options comes with its own set of benefits and drawbacks, making it essential to consider factors such as a spouse's needs, age, health, and other sources of income when making a decision. Kris Flammang underscores the importance of taking time to thoroughly evaluate these options in the context of one's overall financial plan and lifestyle goals, often sharing anecdotes of clients who changed their initial decisions after a comprehensive review of their situation. Collin Habig echoes this perspective, emphasizing the need for a detailed understanding of financial aspects like retirement savings and debt, and the importance of using projections to foresee the impact of each option on future income. Both highlight the value of consulting a financial advisor to ensure that the chosen option aligns with individual and family goals, thus avoiding rushed decisions that might have long-term repercussions on retirement security. Here's what to expect this episode: Consider factors like spouse's needs, age, health, other income sources when choosing pension payout options. Different pension payout options have various implications like income for both parties, better health options, and control and flexibility. Seek advice from financial advisor for informed choices aligning with financial goals and ensuring long-term financial security. Connect with Collin Habig https://www.linkedin.com/in/collinhabig/ Connect with Kris Flammang https://www.linkedin.com/in/kristopher-flammang-lpfadv/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Wondering where your next paycheck is coming from in retirement? Frank and Frankie Guida discuss various strategies for creating personal pensions to ensure a steady income stream after you stop working. They explore options like fixed index annuities and tax-efficient withdrawals while focusing on customized planning for individual circumstances. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.
Join Kerry Lambert, with Tanner Hnidey and Mitch Sylvestre in the eleventh episode of this series as we discuss the benefits of an Alberta Pension Plan.Tonight's Topic: According to Canada's chief actuary, Assia Billig, who published a report on December 23, 2024, he believes that ALberta would be entitled to less money from the Canada Pension Plan than was estimated in the Lifeworks report released by the province in 2023.https://open.alberta.ca/dataset/23c032cc-a1e6-449a-9e86-1844fe08fae4/resource/1e2a64e0-a691-4a41-9aa5-4298a0049787/download/tbf-chief-actuary-on-subsection-113-2-canada-pension-plan-2024.pdfJanuary 14, 2025
**** Disclosure***** Myself (Vu Kiet Tran) and Mr. Jean-Pierre Laporte are co-founders of the Canadian Physicians' Pension Plan. Over the last 2-3 years, several pension plans for physicians have come onto the Canadian market. Physicians are now more concerned with their retirement and financial wellness (and they should be), especially with the most recent announcement by the federal government that increased the inclusion rate on Capital Gains. Physicians are starting to understand the financial impact of this new change and are looking for solutions. They are now being marketed on the Specified Multi-Employer Pension Plan (SMEPP). Physicians need to know what this pension plan is about. Physicians need to do their due diligence. To leave me comments or feedback, please email me at hmfhd2020@gmail.com To visit the Code Green Financial Fluency conference for Feb 15th, 2025, please visit www.codegreenfinancial.com
Join Faisal Karmali and Leanna Wachniak on More Than Money as they talk to Trevor Tombe, Professor of Economics, University of Calgary & Research Fellow at the School of Public Policy, about the proposed Alberta Pension Plan: will it ever get off the ground? Also on the show, Raj Tandon, Founding Partner, Algonquin Capital, talks about what he foresees happening in the fixed income market in 2025. And Dr. Jack M. Mintz, Senior Fellow of the C.D. Howe Institute, discusses the capital gains tax and how recent changes could harm economic growth and innovation.
The Healthcare of Ontario Pension Plan (HOOPP) will welcome Ontario incorporated physicians on January 2nd, 2025. For more than 60 years, HOOPP has been providing secure pensions to Ontario healthcare workers. With more than 460,000 members and 670 participating employers across the province, HOOPP's membership continues to grow. Physicians play an important role in Ontario's healthcare sector, and HOOPP is pleased to announce that HOOPP will open the Plan to eligible incorporated physicians across the province in January 2025. Medical associations have advocated and now doctors have another pension option. What is The Healthcare of Ontario pension Plan? Who was it designed for? Were physicians in the initial calculations back in its establishment in 1960? If not, how do incorporated physicians fit in there now? Does HOOPP even meet the needs of incorporated physicians in Ontario in 2025? Does it fall short and where? To leave me with comment, please email me at HMFHD2020@gmail.com To register for Code Green financial literacy conference, visit www.codegreenfinancial.com
Featured in this episode: Alison Nankivell has spent more than 25 years moving Canada's economic needle forward. Before being named CEO of MaRS in early 2024, Alison held pivotal roles at the Business Development Bank of Canada (BDC), the Ontario Teachers' Pension Plan and Export Development Canada (EDC). At MaRS, she brings an experienced playbook to support startups working in climate, health and emerging technology. Kris Bennatti is the CEO and co-founder of Hudson Labs, a Toronto-based startup that builds specialized financial software to help improve corporate accountability in capital markets. Lise Birikundavyi is the co-founder and managing partner of BKR Capital, Canada's first Black-led, institutionally-backed VC fund. Birikundavyi is a finance specialist who has worked with several international institutions, including the Jacobs Foundation where she managed its edtech impact investment strategy. Corey Ellis is the co-founder and CEO of Growcer. The Ottawa-based startup develops commercial hydroponic systems that help communities grow indoor produce, year-round in any climate. Charles Plant is a serial entrepreneur, innovation economist, fractional CFO and founder of The Narwhal Project, which helps tech startups raise capital and scale business. Further reading: Welcome to the $100-million clubUndervalued and ignored: Why young Canadian firms are looking to foreign investors and buyers Evolving ESG reporting regulations call for co-ordinated executive action in CanadaDEI in Canadian workplaces is hitting a wall, subscriber survey showsNorth American outlook: Uncertain political environment adds to business, consumer fatigueClimate adaptation is as important as climate mitigationSubscribe to Solve for X: Innovations to Change the World here. And below, find a transcript to “Innovation hotline: Answering the tech sector's burning questions.” This interview was recorded October 17 in the MaRS Studio. Solve for X is brought to you by MaRS, North America's largest urban innovation hub and a registered charity. MaRS supports startups and accelerates the adoption of high-impact solutions to some of the world's biggest challenges. For more information, visit marsdd.com.
State Rep. Brian BeGole. Democrat pension plan would put state in financial ruin, leave others to clean up the mess. Other extreme lame duck policy issues/ideas that Democrats in the Legislature have pushed as well – driver's licenses for illegals, national popular vote, gender X on documents, etc
Today I welcome Aravind Sithamparapillai (MBA), who is an associate at Ironwood Wealth Management. Aravind is becoming known as a tax ninja - he breaks down complex topics nicely for listeners of all levels.While the focus of this episode is meant to be CPP (Canada Pension Plan) & its relevance to business owners, we cover a lot of ground that includes salary vs dividends & tax basics.Discussion Points:Aravind's background (4:18)The basics of tax integration (5:00)Tax integration by province/territory (6:42)Tax credit & deduction on the employee portion of CPP (9:16)Employer portion of CPP - tax deductible (14:13)What is the true cost of CPP? (16:30)Understanding the dividend gross up & dividend tax credit (22:05)Income based benefits that can be impacted by the dividend gross up (26:15)CPP vs investing yourself in the corporation (31:13)Salary + dividend vs salary only approach (39:10)What about the IPP (41:35)Other CPP benefits - disability, children, survivor (43:30)Post call newsletter: https://postcall.ca/Aravind:https://www.linkedin.com/in/sithamparapillai/aravind.sithamparapillai@ironwoodcanada.comYatin:Email: beyondmdpodcast@gmail.com LinkedIn: Yatin ChadhaWays to support beyond MD:Amex credit card referral link: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC4uFw&XLINK=MYCPhttps://americanexpress.com/en-ca/referral/cobalt?ref=yATINCYEoc&XLINK=MYCP
In this episode of the EUVC podcast, Andreas talks with Avid Larizadeh Duggan, Senior Managing Director (EMEA) at Teachers' Venture Growth (TVG), the venture arm of Ontario Teachers' Pension Plan (OTPP), headquartered in Toronto.TVG has €5.4B in assets under management, backing innovative companies like Canva, Databricks, DeepL, and SpaceX. Avid brings experience from her work leading investments for TVG, with a strong focus on scaling Series B+ technology companies globally.Together, we will explore the unique perspective OTPP brings as one of the world's largest pension funds; we'll. We will also dive into the challenges and opportunities of scaling global technology companies and the role of late-stage growth investing in driving the next wave of innovation.Go to eu.vc to read the core take-aways.Chapters:00:03 Meet Avid from Ontario Teachers Pension Plan 02:57 Ontario Teachers Pension Plan's Global Investment Strategy 07:55 Avid's Journey to Ontario Teachers' Pension Plan 12:20 The Role of Teachers in the Investment Ecosystem12:58 Advantages of Being Part of a Pension Plan15:58 Leveraging Ontario Teachers' Pension Plan Network19:30 Focus on Growth Stage Investing21:57 Challenges and Opportunities in the European Growth Stage 28:32 Challenges of Scaling in Europe29:53 Talent Development Over Time31:58 Ecosystem Strength and Growth Stage Investment35:05 Manufacturing and Industry 4.036:00 Investing in Hardware and Software36:50 Thematic Investing and Industry 4.041:01 Navigating Hardware and Deep Tech Investments46:58 Advice for Founders and Investor Relationships52:36 Equity vs. Debt Financing at Growth Stage
In this installment of our Employee Benefits and Executive Compensation Considerations in Mergers and Acquisitions podcast series, Partners Jeffery Banish and Joshua Gelfand discuss many of the complex issues surrounding employee benefits and executive compensation in M&A transactions. They cover key concerns, common pitfalls, and best practices relating to matters that are likely to arise in M&A transactions. Understanding and addressing benefit issues is critical to ensuring that the parties identify the risks and liabilities they may be assuming relating to benefit matters.
Join us for a year-end recap with our Executive Director, Dr. L.C. "Buster" Evans, Ed.D., for an insightful conversation as we delve into the highlights and challenges of 2024. Topics discussed include: How TRS achieved the highest return of all state pension systems in the US. Legislative impacts on the system, including proposed and passed bills. Addressing teacher shortages in Georgia . The number of members who retired this year. Retirees over the age of 100. The importance of keeping beneficiary information up-to-date. The state charitable contribution campaign. Don't miss this opportunity to gain valuable insights into the state of Georgia's teacher retirement system and its commitment to securing the future of educators. Timestamps 00:00 – Intro 01:36 – Legislative Impacts on the System 03:40 – TRS Challenges, Trends, & Triumphs 07:52 – Technology & Security Enhancements 10:48 – TRS' Stellar FY 2024 Market Performance 13:08 – Adapting to Change: New, Current, and Retired Educators 22:42 – TRS Accessibility: On-Demand Content & Macon Office 26:23 – Member Retirement Trends 27:50 – Retiree Resources 31:08 – The Importance of TRS Beneficiary Designations 32:20 – Employer Shout-Out: Renee Lipp, Harris County Schools 34:29 – TRS Staff: Development, Initiatives, & Giving 40:58 – Priorities for the Year Ahead (2025) 43:02 – Words of Wisdom and Gratitude from Dr. L.C. (Buster) Evans 44:50 – Outro Are you about to retire? If you haven't had the chance to meet with us one-on-one in a virtual or in-person format, and are within 2 years of retirement eligibility, be sure to log in to your TRS account online and register for a session today! Are you new to TRS or in the middle of your career? Be sure to designate your beneficiaries as soon as possible in your TRS online account. We want to hear from our members! Please email the show for topic inquiries, questions and comments! Contact us at podcast@trsga.com. Host: Everett Crockett Guest: Dr. L.C. (Buster) Evans, Ed.D, TRS Executive Director For more information visit: www.trsga.com Facebook: https://www.facebook.com/trsgeorgia YouTube: https://www.youtube.com/@trsgeorgia #pensions #retirees #educators #teachers #pensionpodcasts
Mike Wallberg, CFA, welcomes Amanda Voegeli, CFA, President and Managing Partner of Southlea Group, to discuss the unique landscape of Canadian public sector pension plans. The conversation dives into the competitive challenges these plans face in attracting and retaining talent compared to private finance giants such as Blackstone and Goldman Sachs. Amanda also highlights findings from a recent study by Southlea Group that sheds light on compensation strategies and talent retention within these massive public entities. Tune in for valuable perspectives on the intersection of pension management and human capital in Canada.
Are you leaving wealth-building opportunities on the table when designing your Canadian financial plan? Isn't this the question we constantly ask ourselves? Is it the question that keeps you up at night? What if you could turn your financial strategy into a money-making machine while protecting your legacy?In today's episode, we dive into a case study that speaks to a challenge many high-income earners face: how to efficiently grow and protect wealth while minimizing tax liabilities. For Canadians juggling multiple investments and wondering if they're leveraging their financial tools to their fullest potential, this discussion unpacks a unique solution—permanent life insurance with high early cash value.Whether you're navigating a mix of RRSPs, TFSAs, real estate, or equities, it's easy to overlook how a properly designed insurance policy can complement your portfolio. This episode explores a specific listener's financial situation to illustrate how this tool can act as a pass-through structure, unlock investment opportunities, and safeguard your legacy.Discover how to create a "life equity line of credit" that allows you to use your dollars in multiple places at once.Learn how a permanent life insurance policy can serve as a conservative fixed-income alternative in your portfolio for long-term stability.Explore how this strategy can manage future tax liabilities while ensuring a significant legacy for your family or causes you care about.Click play now to uncover whether this strategy could unlock hidden opportunities in your financial plan!Book a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Resources Canadian Wealth Secrets Show Notes PageConsider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Are you maximizing your wealth-building potential or leaving money on the table? In this episode of Canadian Wealth Secrets, we dive into tax-efficient wealth strategies like permanent life insurance with high early cash value. Learn how tools like a life equity line of credit (LEELOC) can create opportunities for high-income earners, young families, and T4 employees to grow their financial freedom while preparing for future tax liabilities. Whether you're navigating the Smith maneuver or looking for alternatives to fixed-income portfolioReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
Ken Harris, CEO and founder of Plusgrade — an ancillary revenue solution for the global travel industry — is Canada's EY Entrepreneur Of The Year® 2024. After initially receiving the provincial title on October 9, Harris was honoured at the awards show in Toronto on Wednesday night. He was selected by an independent panel of judges for his business being rooted in global transformation and innovation and his dedication to enhancing customer experiences, said EY in a news release. “Ken's journey is a testament to the power of innovation and perseverance. His leadership at Plusgrade has revolutionized the way travel companies approach ancillary revenue, creating new opportunities for growth and enhancing the overall travel experience for millions of passengers,” says Rachel Rodrigues, EY Entrepreneur Of The Year® Canada Program Director. “His proactive approach to addressing industry challenges and dedication to inclusivity have set a new standard for entrepreneurial excellence in Canada.” EY said Harris' journey began with a simple observation during his travels: the potential to monetize empty premium seats. Now partnering with over 200 companies across airlines, hotels, cruises and railways in 60 countries, Plusgrade's innovative solutions have changed how travel operators generate additional revenue while enhancing customer experiences. The company's strategic growth includes the acquisition of Points, a global leader in loyalty commerce, and UpStay, a provider of upgrade and ancillary revenue solutions for the hospitality industry. At the award ceremony hosted at The Royal Conservatory of Music, four National Award winners were also recognized, along with three National honouree recipients. Next up, Harris will represent Canada on the global stage, competing against winners from more than 50 other countries for the title of EY World Entrepreneur Of The Year™ in Monaco in June 2025. EY Entrepreneur Of The Year National Award winners: Tobyn Sowden | Redbrick (Pacific) Denis Jones | Deveraux Group of Companies (Prairies) Clive Kinross | Propel Holdings (Ontario) Hakan Uluer | The Bertossi Group (Atlantic) Ken Harris | Plusgrade (Québec) National Honouree Citations: Jeff Dirks | KBL Environmental Ltd. Terry Raymond | Fire & Flood Emergency Services Ltd. Mina Mekhail | Freshr Sustainable Technologies Inc. The Canadian entrepreneurs in the EY Entrepreneurial Winning Women™ North America Class of 2024 and the EY Entrepreneurs Access Network Canadian Class of 2024 were also honoured at the awards show. These programs support high-potential women entrepreneurs and Black and Indigenous leaders by providing access to networks, advisors, learning and resources to help scale their businesses. All three entrepreneur programs are part of EY's 30-year commitment to fostering entrepreneurship in Canada at every stage of the growth journey. The 2024 National independent judging panel comprised Tania Clarke, Corporate Director; Andreea Crisan, President and CEO, ANDY Transport; Arlene Dickinson, General Partner, District Ventures Capital; Joanna Griffiths, Founder and President, Knix and Kt by Knix; Ashif Mawji, Managing Director, ScaleGood Fund LP; Kristi Miller, Managing Partner, Krystal Growth Partners; Imran Siddiqui, Managing Director, Ontario Teachers' Pension Plan. This year's program national sponsors are TSX Inc., Air Canada, The Printing House, The Globe and Mail and Hillberg & Berk. Mario Toneguzzi is Managing Editor of Canada's Podcast. He has more than 40 years of experience as a daily newspaper writer, columnist, and editor. He was named in 2021 as one of the Top 10 Business Journalists in the World by PR News – the only Canadian to make the list. He was also named by RETHINK to its global list of Top Retail Experts 2024. About Us Canada's Podcast is the number one podcast in Canada for entrepreneurs and business owners. Established in 2016, the podcast network has interviewed over 600 Canadian entrepreneurs from coast-to-coast. With hosts in each province, entrepreneurs have a local and national format to tell their stories, talk about their journey and provide inspiration for anyone starting their entrepreneurial journey and well- established founders. The commitment to a grass roots approach has built a loyal audience on all our social channels and YouTube – 500,000+ lifetime YouTube views, 200,000 + audio downloads, 35,000 + average monthly social impressions, 10,000 + engaged social followers and 35,000 newsletter subscribers. Canada's Podcast is proud to provide a local, national and international presence for Canadian entrepreneurs to build their brand and tell their story. #business #smallbusiness #EntrepreneurOfTheYear2024 #CanadasNumber1PodcastforEntreprenuers
What if you could unlock an extra $200,000 in net worth and add millions to your Canadian Investing Strategy and estate, simply by restructuring how you invest?Many Canadian investors struggle with the balance between maximizing returns and minimizing risk. Whether you're putting money into stocks, real estate, or private investments, it's common to wonder if you're truly leveraging your resources effectively. For those playing the investment long game, the idea of creating “free money” while growing your wealth conservatively might seem too good to be true—but it's not.In this episode, we explore a unique strategy designed for Canadian business owners, investors, or entrepreneurs looking to optimize their portfolio beyond traditional methods. Through careful planning and leveraging tools like participating whole life insurance, this approach can create compounding benefits that build significant wealth over time. If you've ever thought about how to protect and grow your assets simultaneously, this episode offers the clarity you need.Discover how a pass-through investment structure can safely amplify your wealth.Learn why this strategy isn't about taking risks but about building sustainable, long-term returns.Uncover the benefits of leveraging whole life insurance to grow multiple assets while minimizing taxes.Don't miss this opportunity to transform your approach to investing—click play now to unlock the secrets to smarter wealth-building strategies!Learn creative, tax compliant strategies that you should be using now: https://canadianwealthsecrets.com/discovery/ResourcesCanadian Wealth Secrets Show Notes PageConsider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.If you're a high earner or entrepreneur looking for a safer way to grow your wealth, minimize taxes, and create financial options for the future, this strategy could be your game-changer. Forget risky moves—this is about leveraging a proven, low-risk approach to compound your assets over time. If your net worth is climbing toward $2M or more, and you're tired of leaving money on the table with outdated methods, this episode is a must-listen.Ready to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
#thismorning on #BRN #Retirement #1899 | Machinists Fight to Revive the Boeing Pension Plan | John Lowell, October Three Consulting | #Tunein: broadcastretirementnetwork.com | #Independent. #GetTheFullStory. #JustTheFacts. #Everyday. #AllInOnePlace.
The rumour mill has former Prime Minister Stephen Harper taking over as the next chair of the Alberta Investment Management Corporation (AIMCo). What does this say about Danielle Smith's goal of an Alberta Pension Plan, and what might it mean for your retirement income? 2:45 | Veteran political columnist Graham Thomson digs into the AIMCo story, including the Harper rumour. We get into the implications of Premier Smith's leadership review, and the likelihood of deficit budgets in Alberta's future. READ GRAHAM'S COLUMN: https://rtrj.info/111324GTStar 34:00 | You've got a brand new opportunity to experience some of the most spectacular and awe-inspiring areas of Jasper, and witness the dramatic and transformational effects of the July wildfire. Get the details on Sundog's new, limited-time tour "Wildlife of Jasper and the Ecology of Fire" in this edition of #MyJasper Memories presented by our friends at Tourism Jasper. BOOK YOUR TOUR - WILDLIFE OF JASPER and the ECOLOGY OF FIRE: https://www.sundogtours.com/package/wonders-of-jasper-and-the-ecology-of-fire 36:15 | How might a second Trump presidency impact Canada? Graham tells us what he's keeping an eye on. How about former Liberal finance minister (and future Liberal leader?) Bill Morneau calling out environment minister Stephen Gilbeault's emissions cap? We wrap with details on Alberta adding two seats in its Legislature, and some of the politicking going on behind the scenes. 55:55 | Have you heard about Mary McEachern's plight? The Rotary Foundation is refusing to respect Mary's husband Steve's dying wishes re: the allocation of their $40M estate. Ryan's all fired up. SUPPORT MARY McEACHERN vs. ROTARY: https://www.steveandmarysgift.ca/ 1:02:45 | Registration for the Real Talk Pond Hockey Classic is now open! We'd love to see you in St. Albert on Saturday, February 1, 2025. PLAY, SPONSOR, or VOLUNTEER at the REAL TALK POND HOCKEY CLASSIC: https://www.ryanjespersen.com/pond-hockey EMAIL THE SHOW: talk@ryanjespersen.com FOLLOW US ON TIKTOK, TWITTER, & INSTAGRAM: @realtalkrj REAL TALK MERCH: https://ryanjespersen.com/merch RECEIVE EXCLUSIVE PERKS - BECOME A REAL TALK PATRON: / ryanjespersen THANK YOU FOR SUPPORTING OUR SPONSORS! https://ryanjespersen.com/sponsors The views and opinions expressed in this show are those of the host and guests and do not necessarily reflect the position of Relay Communications Group Inc. or any affiliates.
Episode Notes Simon of the Movie Moustache and Rob witness a miracle followed by a shock as the men prepare the bangalores.
Highlights from this week's conversation include:Anurag's Background and Experiences in VC (1:05)Understanding Venture Capital Dynamics (2:26)The Importance of Transparency (5:33)Expectations of Returns (9:06)Emerging Manager Trends (11:30)Family Offices and Investment Strategies (12:49)Exploring Emerging Geographies (15:56)The Importance of Risk in Venture (17:53)Learning from Allocators (22:56)Insider Segment: Trends in Fund Structures (25:48)The Role of Fund Administrators (29:22)Benchmark Data in Fundraising (30:18)Investment Strategy Focus (32:17)Current Regulatory Landscape (35:01)Pension Fund's Venture Program Development (36:36)Investment Decision-Making Processes (40:02)Building Relationships with Pension Plans (42:06)Differentiating Fund Proposals (43:45)Overview of Race Global Conference (45:49)Trends in Fund Proposals (47:01)Criteria for Advising Family Offices (50:00)Final Thoughts and Takeaways (55:14)Anurag Chandra's background encompasses billions of dollars of institutional investing and venture capital experience. He has also held three hi-tech startup senior operating roles reporting directly to founders/CEOs (two M&A exits to public companies). He has expertise in equity and debt and early and later-stage investments and has advised dozens of funds and family offices. His experience includes structuring principal transactions, including SPVs, debtor-in-possession purchases, and asset purchases/acquisitions.Aduro Advisors is a trusted partner for venture capital fund managers, offering comprehensive and expert fund administration services. Known for being agile, responsive, and focused on making fund operations seamless, Aduro enables fund managers to concentrate on investing. With deep expertise across a variety of fund sizes and strategies, Aduro provides a full suite of services, including fund accounting and compliance. The firm understands the fast-paced nature of venture capital and prides itself on being as innovative and driven as the funds it supports. Aduro doesn't just manage operations—they help funds scale. https://www.aduroadvisors.comSwimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD
In this insightful podcast episode, tax mitigation expert David Podell shares his expertise on creative pension plan designs and defined benefit plans to help high-net-worth individuals reduce their taxable income. Learn how cash balance plans can significantly enhance your retirement savings and unlock large deductions while maintaining flexibility. David explains the importance of working with the right financial advisors, CPAs, and consultants to optimize your tax-saving strategies and avoid common pitfalls like overfunding your retirement plan. Discover how you can secure your financial future with these advanced tax planning techniques. Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to check out our e-courses and bookstore here: https://www.drchrisloomdphd.com/shop Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p For audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on Threads: https://www.threads.net/@thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow our Blog: https://www.drchrisloomdphd.com/blog Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: https://financial-freedom-for-physicians.ck.page/b4622e816d Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233 Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/christopher-loo/support
Boeing employees are picketing over the loss of pension plans. Dave and Debbie discuss and reveal the shocking number of pension plans that have disappeared in America.
Send us a textSubscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe;- Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets- Saturdays = pre-IPO news and insights, webinar replays00:07 | CoreWeave Plans Share Sale at $23B Valuation- AI cloud computing company- Share sale to allow existing shareholders to tender $400M-$500M- Valuation increased from $19.1B in May 2024 to $23B (primary)- Previously valued at $7B in December 2023- Secured $7.5B credit facility from Blackstone and Carlyle in May 202401:05 | Revolut to Launch Stablecoin Amid $45B Valuation- London-based online bank- Plans to enter $119B stablecoin market dominated by Tether and USDC- Recently received UK banking license, revenues reached $2.2B with 45M users- Stablecoin may not be available in the U.S. due to regulatory issues- Valuation: $45B (primary, Aug 2025)01:57 | Alan Secures $193M in Series F, Valued at $4.5B- French insurance tech company- Raised $193M led by Belfius, with participation from Ontario Teachers' Pension Plan and others- Covers over 500,000 people; added 150,000 new customers since February 2024- Expected to reach $500M annual recurring revenue- Valuation: $4.5B (primary)02:47 | Neuralink's FDA Breakthrough Device for Restoring Vision- Elon Musk's brain chip company- Blindsight implant for blind patients received FDA "breakthrough device" status- Device aims to restore low-resolution vision, similar to "Atari graphics"- Also working on implants for paralyzed patients to control digital devices- Secondary market valuation: $7.2B (+107% vs Nov 2023 round)03:49 | Lionsgate Partners with Runway for AI-Driven Film Production- Studio behind Hunger Games, John Wick, partners with AI startup Runway- Runway provides custom AI models for storyboarding and special effects- Expected to save millions in production costs- First of its kind for Runway, reflecting broader AI adoption in Hollywood- Runway in talks for new funding at $4.0B valuation (primary)04:51 | OpenAI Partners with T-Mobile to Launch AI Platform, IntentCX- Partnership to create AI-driven platform, IntentCX, enhancing customer retention- Platform to leverage data from millions of T-Mobile subscribers- Launch scheduled for 2025, aims to prevent churn and automate services- OpenAI's valuation at $150B (primary)05:39 | OpenAI's Oversubscribed $6.5B Capital Raise- OpenAI nearing completion of a $6.5B fundraising round- New pre-money valuation set at $150B (primary), up from $86B earlier in 2024- Investors include Microsoft, Nvidia, Apple, and Thrive Capital06:21 | Databricks Opens European HQ, Valued at $45.5B- AI data management company- Opening new five-story European HQ in London to support 400 UK employees- Valuation: $45.5B (secondary), +5.4% vs Nov 2023 round07:01 | Canva Raises Subscription Prices by Over 300%- Graphic design SaaS company- Canva Teams subscription price increases from $120 to $500 annually- New features include AI tools like Magic Studio; Pro and Enterprise plans unchanged- Secondary market valuation: $27.6B (+6.3% vs Jan 2024 round)08:02 | Wiz Launches Cloud Application Security Tool, Wiz Code- Cloud security provider- New tool integrates with developer environments to resolve cloud risks in code- Enhances collaboration between security and development teams- Valuation: $17.8B (secondary), +48.3% vs May 2024 round08:55 | Pre-IPO Stock Market Weekly Performance- agdillon.com/subscribe to receive weekly pdf report in your inbox09:47 | Pre-IPO Stock Vintage Index Weekly Pe
Are you prepared for a financially secure retirement, or are you leaving your future to chance?In this episode of the Canadian Wealth Secrets podcast, Jon Orr and Kyle Pearce delve into the crucial steps needed to achieve financial independence and secure your retirement. They explore your FIRE (Financially Independent Retire Early) number or FIRN (Financially Independent Retirement Number). Whether you're just starting your financial journey or are close to retirement, their insights will help you build a robust plan that aligns with your lifestyle goals.Discover how to calculate your "fire number" (FIRN) and understand the amount needed to retire comfortably.Learn practical strategies for asset accumulation and the importance of a solid decumulation plan.Gain valuable insights into setting and regularly reviewing your financial goals to ensure you're on track for a secure retirement.Listen to this episode now to take control of your financial future and start building a retirement plan that ensures your financial independence!Resources Canadian Wealth Secrets Show Notes PageConsider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Are you prepared for retirement? In this episode of the Canadian Wealth Secrets podcast, Jon and Kyle discuss essential strategies for financial freedom, including understanding your pension plan, maximizing RRSP contributions, and calculating your "FIRE" number. They also explore Canadian investing, income tax strategies, infinite banking, and the benefits of participating whole life insurance. Learn how to minimize taxes, plan your estate, and navigate advice from experts like Dave Ramsey. Don't leave your future to chance—start building a secure retirement today!Ready to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
Avid Larizadeh Duggan, senior managing director at Ontario-HQed growth-stage investor Teachers' Venture Growth, is one of Europe's first operator-turned-VCs.Her career in tech began with stints as a product manager at places like eBay and Skype, and has switched between operational and investing roles ever since. In 2021 she joined TVG, which is part of the Ontario Teachers' Pension Plan, one of the world's biggest pension funds.Its investments include German AI translation company DeepL, German battery startup Instagrid, Swedish healthtech unicorn Kry, British chip scaleup Graphcore and French health insurance unicorn Alan. She sat down with Sifted editor Amy Lewin to discuss what's top of tech companies' minds at the moment, and why investors and board members without operational experience don't always quite “get it”.
In this installment of our Employee Benefits and Executive Compensation Considerations in Mergers and Acquisitions podcast series, Troutman Pepper Partners Joshua Gelfand and Michael Crumbock discuss current executive compensation trends and issues in the private equity M&A space, including employment contracts, severance, and equity compensation.
In this episode, John Lowell, Partner at October Three Consulting, discusses the evolving landscape of corporate pension plans, the shift towards 401(k) models, and innovative strategies that are helping companies provide sustainable retirement benefits. Discover how these changes impact both employers and employees in today’s market.
In this episode, John Lowell, Partner at October Three Consulting, discusses the evolving landscape of corporate pension plans, the shift towards 401(k) models, and innovative strategies that are helping companies provide sustainable retirement benefits. Discover how these changes impact both employers and employees in today’s market.
In this installment of our Employee Benefits and Executive Compensation podcast series, Troutman Pepper Partners Jim Earle, Lynne Wakefield, and Lydia Parker discuss the impact of the Supreme Court's decision in Loper Bright Enterprises v. Raimondo on benefits-related regulations, including the Department of Labor's Fiduciary Rule; environmental, social, and governance regulations; protections based on sexual orientation and gender identity under the Affordable Care Act; and much more.We are excited to announce that we will be hosting our annual webinar on September 4, a one-hour event providing updates on year-end actions and key recent developments impacting employee benefits.
If you're in the Canada Pension Plan (CPP), then you won't want to miss today's conversation with Canada's Chief Actuary, Assia Billig. Assia's knowledge of the CPP is extensive, having joined the Office of the Chief Actuary (OCA) in 2008, where she was involved in the preparation of statutory actuarial reports on the Canada Pension Plan and Old Age Security Program. She has served as Chief Actuary of the Government of Canada since 2019, and, before joining the OCA, she worked in private pension consulting. She is also a Fellow of the Society of Actuaries and the Canadian Institute of Actuaries. Assia joins us today for a deep dive into the most common questions about the Canada Pension Plan, from the inner workings of its financial components to the quality of governance that drives it. Discover the world-leading topics she and her team investigate, the immense power and research behind their analysis, and why the CPP is set to be sustainable for the next 75 years. We also discuss the concerns some people have about the CPP's longevity, before examining how the actuarial report on the sustainability of the CPP, conducted every three years, reliably addresses this. If today's conversation with Canada's chief actuary does not instill confidence and pride in Canada's investment in our collective retirement, then we don't know what will! Tune in, to hear all of Assia's keen insights and discover why she is unequivocally the best person to talk about the sustainability of the CPP. Key Points From This Episode: (0:00:18) Introducing today's guest, Assia Billig and the Canada Pension Plan (CPP). (0:04:53) What the main function of the Office of the Chief Actuary is. (0:06:28) The independence of Assia's office and the work that they do. (0:07:09) Unpacking the main purpose of the actuarial report on the Canada Pension Plan. (0:09:22) Changes that the report triggers to contribution or benefit rates. (0:13:04) Main revenue sources for the CPP and how base CPP benefit payments are funded. (0:14:56) Base CPP's funded status and how funding differs for additional CPP. (0:20:32) The sustainability of base and additional CPP and how sustainability is measured. (0:23:22) Primary assumptions that go into sustainability analysis at the high level. (0:27:31) Estimating expected returns for assets managed by CPP investments. (0:30:37) The plan's level of sensitivity to lower realized returns and other variables. (0:35:22) How lower overall economic growth and inequality affect the plan's sustainability. (0:37:15) Measuring the impact of variables like climate change and other catastrophic events. (0:43:01) When the minimum contribution rate exceeds the current legislated contribution rate. (0:44:12) Assia's response to people who are skeptical of the CPP's future sustainability. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFP Assia Billig — https://www.osfi-bsif.gc.ca/en/oca Assia Billig on LinkedIn — https://www.linkedin.com/in/assia-billig-9b861587/?originalSubdomain=ca
My name is Heather. And I know what it's like to live on autopilot, “sell yourself short” and live within limits of societal and self-imposed limitations. But I also know what it's like to break free from that, redefine what's possible and achieve big goals! There were so many things that almost stopped me along the way, and my goal is to help stop the things that are stopping you from discovering what you are truly capable of! It's not too late to change your story and reach your own podium finish (whatever that may be). Trust me – I've done it! Heather Moyse is one of Canada's great multi-sport athletes. A four-time Olympian in two-man Bobsleigh, Heather won gold at the 2010 Winter Games in Vancouver, and again at the 2014 Games in Sochi. Before she was an Olympic champion, Heather was a mainstay on Canada's Senior Women's Rugby Team. Heather led Canada to silver in the 2013 Rugby Sevens World Cup, and was the top try scorer in the 2006 and 2010 Women's Rugby World Cups. In 2016, Heather became only the second Canadian, and first Canadian female, to be inducted into the World Rugby Hall of Fame. Heather represented Canada in a third international sport in 2012, when she placed Top Five in two events at the Pan-Am Track Cycling Championships in Argentina. And in 2016, before deciding to compete for her fourth Olympic Games in 2018 at 39, Heather climbed Antarctica's highest peak, Mount Vinson, as part of an expedition to support the members of the Canadian Armed Forces. Heather has a master's degree in occupational therapy, and is a highly sought-after motivational speaker. Some of her past clients include TEDx, Arbonne, Canada Post, Loblaws, Royal Canadian Mint, Fidelity Investments, the Canadian Armed Forces, CIBC, Canadian Association of Emergency Physicians, Canadian Student Leadership Conference, Trillium Automobile Dealers Association, University of Waterloo, Atlantic Women in Law Enforcement, SunLife Financial, BMW, Ontario Teachers' Pension Plan, and has shared the stage with author and leadership guru, John C. Maxwell. Her best-selling book Redefining ‘Realistic' was released in 2017. To View This Episode- https://youtu.be/hFByFFfLkTw #Olympics #OlympicGold #Canada #BobSled #Rugby #WhoKnewInTheMoment?
Tom discusses the alternative pension plan being pitched by the largest academy chain in the UK. The scheme, proposed by CEO of UL Jon Coles, means lower employer and employee contributions in exchange for higher starting salaries and has proven very controversial, especially with the teaching unions. Tom is joined by CEO of United Learning Jon Coles, Non executive director of Advantage Schools Mark McCourt and former join general secretary of the NEU teaching union Kevin Courtney for a lively discussion around the details of this policy.
Text us your financial questions!Henssler Money Talks — July 20, 2024Season 38, Episode 29This week on "Money Talks," Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC® to cover Tech's mid-week tumble and economic releases including June's Producer Price Index, Retail Sales and the Fed's Beige Books. D.J. and Logan discuss an investor whose wealth is tied up in illiquid assets like real estate, fine art, or jewelry. They discuss how these assets may be hard to sell quickly if funds are needed and how to diversify to increase liquidity. The financial Experts also answer listeners' questions on pension plan required minimum distributions and if the AI trend will cause a resurgence in robo advisers. Timestamps and Chapters00:00 Market Roundup: July 15 – July 19, 202422:28 Case Study: Holding Illiquid Assets34:01 Q&A Time: Pension RMDs and Robo AdvisersFollow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
Join Eddie Gartner as he demystifies Defined Benefit Plans, explaining how these pension plans provide a predetermined monthly benefit upon retirement. This video is perfect for anyone looking to understand how these plans can secure their financial future post-retirement.
Bruce Arthur and Dave Feschuk take a final tour through Toronto's recent sports history. They touch on the bean-counting days of the Ontario Teachers' Pension Plan and Rogers to the more ambitious days of Bell and Rogers, with Larry Tanenbaum in between. They muse on the bad old days of the Leafs, Raptors and Jays to the current era of Brendan Shanahan, Masai Ujiri, and Mark Shapiro in Toronto sports. They consider the end of Alex Anthopoulos, the Raptors title (and the subsequent idea that Kawhi Leonard and Paul George could have come to Toronto), and the many failures, big and small, of the Toronto Maple Leafs. How could it have been different? How do you fix it now? Are the Jays doomed to corporate mediocrity, are the Raptors too far from their championship peak, and have the Leafs accumulated too much baggage to actually have a championship contending window? Arthur and Feschuk take you through the whole big ball of failure, and more.
Government employee recruitment often relies on the appeal of the mission. Still people want to be paid and have some financial security. A recent study of state and local emergency response employment seems to indicate one important factor in attracting job candidates, namely having a defined benefit pension plan. Tyler Bond, the research director for the National Institute on Retirement Security joins the Federal Drive with Tom Temin. Learn more about your ad choices. Visit megaphone.fm/adchoices
We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session here -> https://cmslawfirm.com/
Today I'm thrilled to welcome Jason Pereira, award winning financial planner to the show to re-explore pension plans for professionals. The focus is on the IPP, the individual pension plan. Discussion Points:- Individual Pension Plan (IPP) overview (2:40)- Jason's background (5:25)- key definitions - defined benefit (DB) & defined contribution (DC) pensions (6:10)- how is the DB of an IPP calculated? (7:18)- When to start an IPP? Thoughts on waiting longer & reducing fees (11:20)- Who is the ideal candidate for an IPP? (14:08)- Is there an income threshold below which an IPP makes no sense? (16:25)- Is there a ceiling to the DB? (18:05)- Jason's thoughts on the RCA (21:02)- IPP vs PPP (26:00)- Does is make sense to place conservative assets inside the DB component? (30:33)- Is the contribution amount similar across different pension types? (32:28)- Navigating the pension landscape (32:50)- IPP vs RRSP & Spousal RRSP (34:30)- IPP vs investing in a corporation with new cap gains rules (35:15))- Common mistakes professionals & business owners are making (37:45)- Improvements upcoming to financial planning in Canada (42:26))- The most valuable lesson Jason has learned (50:00)Yatin:beyondmdpodcast@gmail.comhttps://www.linkedin.com/in/yatin-chadha-29074b109/Jason:https://jasonpereira.ca/https://jasonpereira.ca/financial-planning-for-canadian-business-owners-podcast-jason-pereirahttps://www.linkedin.com/in/pereirajm/
On the Road to Retirement with Tripp Limehouse, Steve Sedahl and Tripp discuss the impact of rate cuts and potential rate hikes by the Federal Reserve on retirement. They also break down different types of annuities and their benefits, including immediate annuities, deferred annuities, fixed annuities, and indexed annuities. Tripp introduces the Green Line Principle, a safe money strategy that aims to protect investments and provide upside potential. They emphasize the importance of having a flexible retirement plan that can adapt to rate changes and market fluctuations. In this conversation, Tripp and Steve discuss various topics related to retirement planning. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.
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Christophe L'Ahelec, Managing Director of Public Markets at University Pension Plan Ontario, joins Alan Dunne in this episode to discuss their approach to managing the C$11bn defined benefit pension plan. We discuss the high level Strategic Asset Allocation of the plan and also how the changed macro environment in recent years has motivated a shift in the asset allocation towards more absolute return strategies. Such strategies play a dual role of diversification and return enhancement for UPP and we discuss how Christophe thinks about an appropriate strategy allocation within absolute return. We also delve into the challenges of manager selection and evaluation, why it is important to remember that you are buying an “investment process” not historical returns when allocating to managers and discuss when is it appropriate to remove a manager and when not. -----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Christophe on LinkedIn.Episode TimeStamps: 02:44 - Introduction to Christophe L'Ahelec07:00 - A new initiative09:55 - What kind of strategy drives their asset allocation?12:34 - What goes into which bucket?14:39 - What makes absolute return exposure more attractive at the moment?16:25 - Constructing an absolute return portfolio18:32 - How they approach trend following21:52 - Why do they use leverage?23:26 - What do they expect from their...
From the archive: This episode was originally recorded and published in 2021. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Artem has over 10 years of finance experience in food, agriculture, and farmland. Prior to founding FarmTogether, Artem was employee number 1 and CFO/VP of Operations at Full Harvest Technologies, a now post-Series A B2B platform for buying and selling produce. He previously worked at Ontario Teachers' Pension Plan, Sprott Resource Holdings, E&Y and PwC. Artem holds an MBA from The Wharton School, and a BA and MA in Economics from the Higher School of Economics. Top 3 Value Bombs 1. Investing in farmland is investing into the planet, the future, and to the one thing that is unchangeable in our lives — eating and drinking water. 2. Investing in farmlands helps farming families and entrepreneurs expand cutting edge agriculture. 3. Farmland has delivered an average of 10% annual total returns, which compares favorably in stocks, bonds, and real estates. Access educational materials, white papers, webinars, and learn more about investing in farmlands - Farm Together Sponsors HubSpot With the HubSpot for Startups program, you can save 30-90 percent on a platform that scales right along with you! To see if you're eligible to join the HubSpot for Startups program and take your growth to the next level, visit HubSpot.com/startups Thought-Leader Ever thought about giving a TEDx talk Visit Thought-Leader.com/fire to join a free training and learn how to land a TEDx Talk and spread your message to millions Field of Greens Just one scoop a day and you'll be getting in loads of fruits, veggies, herbs and spices all at once! Visit FieldOfGreens.com and use promo code FIRE for 15 percent off your first order AND free rush shipping
Welcome back to the Inner Edison podcast, I'm your host Ed Parcaut, and today we have an inspiring episode for all of you looking to reignite that spark within yourselves. We're joined by the remarkable Jannette Anderson, a beacon for those navigating the uncertain waters of retirement, seeking purpose, and wrestling with the challenges of entrepreneurship. In this episode, Jannette shares her personal journey of overcoming a traumatic childhood and finding her "why," which leads her to empower others to embrace their significance and live a life of intention. We dive into the pressing issue of redefining retirement in an era where life expectancy challenges our financial preparedness and traditional pension plans. Jannette opens up about her own struggles, including a poignant story about her mother and profound professional setbacks, which have shaped her understanding of the price of success and the power of intuition. We also discuss the undervalued concept of sacrifice and commitment as cornerstones for achieving one's goals. Moreover, Jannette generously offers a "why whisperer session" to our listeners to help articulate their purpose, and we'll provide all the details in the show notes for those interested. Join us as we explore the landscape of "silver entrepreneurs," dissect the impact of the pandemic on business, and delve into Jannette's mission to guide mature individuals in turning their passions into profitable ventures—all through the lens of understanding and harnessing their unique "why." Tune in for this heartfelt and eye-opening conversation that will surely illuminate the path to finding meaning in the next phase of your journey, understanding the importance of your story, and potentially, discovering your own Inner Edison. Follow Ed on all social media outlets @EdParcaut Need more information? Please visit https://www.edparcaut.com #InnerEdisonPodcast #RetirementChallenges #LifePurpose #FinancialPreparation #RedefiningRetirement #VeteransTransition #FollowYourIntuition #SacrificeForSuccess #FindYourWhy
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