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Welcome to the Wealth Without Bay Street podcast, a Canadian guide to building dependable wealth. Join Richard Canfield and Jayson Lowe as they unlock the secrets to creating financial peace of mind in an uncertain world. Discover the strategies and mindsets to a financial future you can bank on. Discussing The Infinite Banking Concept and strategy of BecomingYour Own Banker in Canada as only Canucks can!
Episodes
Tuesday Feb 08, 2022
Tuesday Feb 08, 2022
7 Simple Steps to Becoming Your Own Banker - go to http://7steps.ca/
Susan Latremoille has been a wealth advisor for over 35 years. Susan assisted her clients to financially plan for their retirements and managing their investments. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement.
Susan is a Co-Founder and Partner in Next Chapter Lifestyle Advisors. She is a Family Enterprise Advisor, FEA, (Family Enterprise Exchange), and holds an Executive MBA. She is also a certified Retirement Coach (CPRC) and an Expert Level SuccessFinder Practitioner. Susan is the author of The RichLife – Managing Wealth and Purpose, It’s Not Just about the Money – The Whole Life Approach to Wealth Management, and co-author of On the Shoulders of Atlas- a Story about Transitioning a Family Owned Business and co-author – Thriving Throughout Your Retirement Transition. She is a world traveller, mom, grandmother, certified yoga teacher, and enjoys her time as a roof-top gardener as well.
IN THIS EPISODE, YOU WILL LEARN:
0:00 Introduction
2:00 Susan’s Inspiration
9:04 Managing Wealth and Purpose
15:59 Next Chapter Lifestyle Game Plan
21:29 Relationships and Retirement
25:25 Learning New Skills
28:21 Health and Longevity
34:50 Long term Goals and Retirement Objectives
41:37 Who Would Susan Be a Hero To
Get The FREE special report 7 Simple Steps to Becoming Your Own Banker - http://7steps.ca/
📌 EPISODE LINKS:
Connect with Susan:
Website: www.nextchapterlifestyleadvisors.com
Email: susan@nextchapterlifestyleadvisors.com
📚RESOURCES:
Author, The RichLife - Managing Wealth and Purpose
https://www.amazon.com/RichLife-Managing-Wealth-Purpose/dp/0978140109
Co-Author: Thriving Throughout Your Retirement Transition
https://www.amazon.com/Thriving-Throughout-Your-Retirement-Transition-ebook/dp/B08MSDR222
🎙️ WEALTH WITHOUT BAY STREET LINKS:
Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthwithoutbaystreet.com/masterclass
Podcast Website: https://wealthwithoutbaystreet.com/
Follow us on Facebook: https://wealthwithoutbaystreet.com/fb
Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt
Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall
Re-think Your Thinking - The Backwards Bicycle: https://wealthwithoutbaystreet.com/backbike
Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:
https://wealthwithoutbaystreet.com/dayofnelson
🤝 Join Our Community! https://wealthwithoutbaystreet.com/community
Check out our other Channel for more content: https://wealthwithoutbaystreet.com/bankersvault
📚 IBC RECOMMENDED BOOKS
https://wealthwithoutbaystreet.com/books
📽️ WATCH THE DOCUMENTARY
Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/
💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/
EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/
EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/
#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet #SusanLatremoille
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