Wealth Without Bay Street
110. Infinite Banking Canada Real Example | A 10 Year Policy Review

110. Infinite Banking Canada Real Example | A 10 Year Policy Review

April 12, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE 110: On today’s episode of Wealth Without Baystreet, your hosts, Richard Canfieldand Jayson Lowe discuss Infinite Banking Policies and examples from Nelson Nash’s book, Becoming Your Own Banker. Join us as Jayson also review’s a 10 year policy for us. 

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction

1:22 Don’t Be Afraid to Capitalize 

5:01 It’s An Investment For The Family

12:05 Learning With Visual Examples

15:43 Capitalizing Your Policy 

22:18 Learn From Someone With Experience 

28:41 Banks and Control

31:31 More About Nelson

 

Nelson Nash Videos Playlist:

https://www.youtube.com/playlist?list=PLabDKeNku_F8aBM-55QoEj4vD9mQC5Hpi

 

🎙️ 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

 

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

 

📚 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/

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet

109. Always Learning With The Infinite Banking Concept

109. Always Learning With The Infinite Banking Concept

April 5, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE #109: Joining us on today’s episode is agricultural expert and part-time farmer, John McArthur, in our Client Series. John learnt about the Infinite Banking Concept and curious to know more about it, got in touch with his coach Vernon McCarty, who has also joined us for this episode. John’s journey about learning to be his own banker has been an amazing one and he shares how it has helped his family and his farm today. 

 

IN THIS EPISODE, YOU WILL LEARN: 

 0:00 Introduction 

1:16 John’s Introduction to IBC

5:35 Gaining Control With IBC

10:01 Process of Learning

12:57 Generational Possibilities

18:19 Investing in the Family and Farm

22:33 A Good Coach Takes You a Long Way

31:44 Having Your Own Bank

37:25 Who Would Want To John Be A Hero To 

🎙️ 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

 

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

📚 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/

 

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet #JohnMcArthur #VernonMcCarty

108. How to Get Your Whole Life Policy Approved

108. How to Get Your Whole Life Policy Approved

March 29, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE #108: Today on the Wealth Without Baystreet Podcast we discuss the whole life policy and how to get it approved. Many times people do not invest in life insurance as they think that they might not get approved because of pre-existing conditions. Join us today in learning how you can get your whole life policy approved and what it means for you.

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction

3:18 Getting Started With an Application

6:01 Rated Version vs. Standard Version

13:49 Find Out If You’re Approvable

24:10 Why This Article Should Bother You

 

🎙️ 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

 

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

 

📚 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/

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet

107. Infinite Banking Is Like Real Estate Investing | Martin Kuev

107. Infinite Banking Is Like Real Estate Investing | Martin Kuev

March 22, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE #106: On today’s episode of Wealth Without Bay Street, featured on our client series is Martin Kuev. Martin has worked in executive Marketing and General Management positions for many Leading Fortune 500 companies including Coca-Cola, Kraft Foods, Nestle, Philips, and Dr. Pepper Snapple.  With this, a disciplined and fully transparent approach is utilized to analyze opportunities, manage investments, and work with partners. Over the years Martin learnt about real estate investing and has now been doing it for more than ten years. He now manages MK Properties with a team of other professionals. 

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction 

2:09 Starting Real Estate Investment

4:18 More to Real Estate Than You Think!

6:57 Similarities Between IBC and Real Estate Investments

12:47 Getting Started With Real Estate Investing

15:43 Biggest Regrets of Real Estate Investors

19:01 Analyzing Risk and Fear

30:51 Martin’s Advice for Starters

33:45 Who Would Martin Want To Be a Hero To

🎙️ 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

 

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

📚 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/

 

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet #MartinKuev

106. Taxing Homeowners In Canada - CMHC Report Reaction

106. Taxing Homeowners In Canada - CMHC Report Reaction

March 15, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE #106: On today’s episode of Wealth Without Baystreet, Jayson and Richard challenge an article’s view about taxing homeowners in Canada. The Canada Mortgage and Housing Corporation supports the proposal of a surtax on homes valued at $1 million or more. Jayson and Richard talk about how this would hurt the middle class, hard working citizens of the country. 

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction

2:48 Looking Into The Article

5:20 Digging Deeper Into The Problem

10:02 The Government’s Spending Problem

14:59 Origin of Income Tax in Canada

16:37 Real Estate Values

24:10 Why This Article Should Bother You

 

BNN Bloomberg Article: https://www.bnnbloomberg.ca/cmhc-backed-report-calls-for-surtax-on-1m-homes-1.1703518?fbclid=IwAR2T9R14BWOfNlHLGCYaUg6tBddcSTfjZLgY678wLsnCKIWSRC8rxGNTa8o

Federal Reserve Money Supply Graph: https://fred.stlouisfed.org/series/M1SL

🎙️ 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

 

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

📚 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/

 

#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet 

105. What Is Bitcoin? Bitcoin Prediction 2022

105. What Is Bitcoin? Bitcoin Prediction 2022

March 8, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE #105: Today on Wealth Without Baystreet have Mike Grantis featured as our very first guest on the crypto series. Mike is the Managing Director of the crypto venture capital firm Contango Digital Assets, as well as a Partner at the web3 incubator, Blockscale Studio. He also owns CryptoWeekly, a multi-channel crypto media platform focused on educating investors and reporting top news in the industry. He is passionate about educating those who are interested in understanding how cryptocurrency works and in 2020, Mike launched Bitcoin 101. Bitcoin 101 is an educational course taken by over 13,000 students spanning 57 countries. Mike has been a guest speaker at multiple crypto summits discussing Bitcoin, NFT’s, Defi and the Metaverse. 

 

IN THIS EPISODE, YOU WILL LEARN: 

 0:00 Introduction 

3:11 What is Crypto and Bitcoin?

8:38 Our Bitcoin Predictions

13:34 Fixed Supply, Rising Value

15:20 Bitcoin Vs. Other Assets 

20:02 Bitcoin 101

30:22 Exploring Ethereum

35:50 The Deal About NFTs

44:17 Flexibility of NFTs

48:08 Who Would Mike Want To Be a Hero To

 

📌 EPISODE LINKS:

Connect with Mike:

LinkedIn: https://ca.linkedin.com/in/mike-grantis416?trk=author_mini-profile_title

Twitter: https://twitter.com/mikegrantis

Bitcoin 101 Course: https://www.udemy.com/course/bitcoin-blockchain-cryptocurrency-101/

 

🎙️ 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/

104. The Problem With Registered Retirement Plans | Bryan Bloom, CPA

104. The Problem With Registered Retirement Plans | Bryan Bloom, CPA

March 1, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE #104: Today on Wealth Without Baystreet, we are pleased to have Bryan S. Bloom. Bryan has been a CPA for more than 35 years, throughout those years he was involved in income tax returns as well as planning a retirement. His experience in planning retirement comes from helping individuals practically plan their retirement over the past 15 years. Bryan has also authored five books, the series Confessions of a CPA, which reveals why what he was taught to be true as a CPA turned out not to be true. He says, “We have no chance of success if we follow what we are taught in academia, traditional planning, and the popular media.” 

Bryan and his wife, Pam celebrate 40 years of marriage together and have two daughters and four grandchildren. For Bryan, retirement is enjoying the joy of his life and sharing it with people around the country some of the financial realities in life that differ greatly from what we have all been taught to believe. 

 

IN THIS EPISODE, YOU WILL LEARN: 

 0:00 Introduction 

4:40 Confessions of a CPA

7:17 To Pay Taxes on the Harvest or the Seed?

13:19 How to Have a Conversation With a CPA

17:46 The Original Insurance Concept 

21:54 Learn and Work With Experienced People

30:34 Employer Retirement Plan

40:52 Policy Loans From Life Insurance Contracts

48:52 Who Would Bryan Want To Be a Hero To 

 

📌 EPISODE LINKS:

Connect with Bryan:

The America Group: https://www.theamericagroup.com/imt_team/bryan-bloom/

LinkedIn: https://www.linkedin.com/in/bryanbloom

Bryan’s Books: https://www.amazon.com/Bryan-S.-Bloom/e/B00J2KM7DC%3Fref=dbs_a_mng_rwt_scns_share

 

🎙️ 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/

103. Connecting Game-Changing Visionaries | Justin Breen Founder of BrEpic

103. Connecting Game-Changing Visionaries | Justin Breen Founder of BrEpic

February 22, 2022

FREE report 7 Simple Steps to Becoming Your Own Bankerhttp://7steps.ca/ 

 

Wealth Without Bay Street EPISODE #103: Today on Wealth Without Baystreet, we have Justin Breen featuring on the Entrepreneurship series. Justin is the founder and CEO of BrEpic Communications LLC, a PR firm that works exclusively with visionaries and exceptional businesses around the world. He has won dozens of editing and writing awards and is an author of countless viral stories. Justin is hard-wired to seek out and create viral, thought-provoking stories that the media craves, and he finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. He has built an international network of extraordinary people and believes strongly in the power of introductions and creating important relationships through those introductions.

 

IN THIS EPISODE, YOU WILL LEARN: 

 0:00 Introduction 

2:56 Building a Better Future for the Next Generation

7:09 The Kolbe A Index

13:04 Finding the Right Business Partner

16:22 Power of Communication and Social Media

22:18 Making the Right Connections

26:53 Justin’s Inspiration to Write

42:06 Who Would Justin Want to be a Hero to

 

📌 EPISODE LINKS:

Connect with Justin:

Website: www.BrEpicLLC.com

LinkedIn: https://www.linkedin.com/in/justinbreen1

Twitter: https://twitter.com/BrEpicBreen

Justin’s Best-Selling Book "Epic Business": https://www.amazon.com/dp/1734851007

Book a phone call: https://calendly.com/justinbreen/connection-call 

Know Your Score: https://www.kys.coach/scorecard/ed80742f6e14c22a8884e7829c18fb88/survey

Kolbe A Index: https://www.kolbe.com/kolbe-a-index/

Strengthsfinder 2.0: https://store.gallup.com/p/en-us/10003/cliftonstrengths-34#

PRINT SURVEY - unconscious motivators https://www.printsurvey.com/ 

 

 

🎙️ 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 #JustinBreen

102. School Teacher Becomes Financial Freedom Fighter

102. School Teacher Becomes Financial Freedom Fighter

February 15, 2022

Wealth Without Bay Street EPISODE #102: Today on Wealth Without Baystreet, we have Dan McMullen featuring on the client series. Dan is a high school teacher in Markham, Ontario. He has been investing in real estate since 2019 and currently holds 3 properties in the portfolio. Student Rentals and Duplexes have been the main strategy thus far in his real estate holdings. In 2019 he was introduced to IBC and was given Nelson Nash’s book ‘Becoming Your Own Banker’ by his coach Peter Lount, who is also featured on this episode. Since this time, he has quickly created a system of policies that are working towards a better financial future for his family. Dan has a strong desire to continue his journey of creating more passive income and contributes his current success to many factors that include, establishing a growth mindset, creating a power team of like-minded investors and taking action when opportunities arise.    

 

IN THIS EPISODE, YOU WILL LEARN: 

 0:00 Introduction 

2:58 Real Estate to IBC Pipeline

6:18 Why Dan Chose IBC

9:04 Dan’s Journey With IBC

14:56 Having the Right Coach

21:00 Benefits of IBC

30:42 Living an Intentional and Secure Life

39:31 Who Would Dan Want to be a Hero to

 

🎙️ 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 #DanMcMullen

 

101. What is Your Happiness Portfolio?  Retire Happy With Purpose | Susan Latremoille

101. What is Your Happiness Portfolio? Retire Happy With Purpose | Susan Latremoille

February 8, 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 PurposeIt’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 Bankerhttp://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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