Podcasts

Most owners think there’s only one way to exit but that’s a costly mistake. This video breaks down three paths and the real trade-offs behind each. The key takeaway? The best exit depends on your goals, your family, and the life you want after. Definitely worth a quick watch before you decide your next move.

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Most business owners wait too long to plan their exit—and it costs them. In the 5 years before you sell, focus on becoming replaceable, setting up the right corporate structure, knowing your exact retirement number, building income for life after the sale, and planning what comes next personally.

If you sold tomorrow, would you truly be ready for what comes next?

#BusinessExit #EntrepreneurLife #SellYourBusiness #ExitStrategy #WealthPlanning #FinancialFreedom #RetirementPlanning

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If you’re in a second marriage and have kids from a previous relationship, this one mistake can completely derail your legacy. Leaving everything outright to your spouse sounds simple but it means you lose control over where that wealth goes next. It could end up going to the wrong people. A spousal trust changes that. It lets you take care of your partner while making sure your assets ultimately go to your children.

Protect your family now or risk losing control later.

#EstatePlanning #SecondMarriage #WealthProtection #SpousalTrust #LegacyPlanning #FinancialAdvice

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You might trust your advisor and feel confident in your team, but that doesn’t mean your financial strategy is complete. Many successful business owners have advisors, accountants, and lawyers in place, yet still have major gaps. The issue isn’t effort, it’s relying on advice instead of real planning. Advice focuses on products, while planning connects your corporation, investments, and exit strategy into one clear, coordinated plan. If those pieces aren’t aligned, you may be more exposed than you think.

#AdviceVsPlanning #FinancialPlanning #WealthStrategy #BusinessOwners #SmartMoney #ExitPlanning #WealthManagement #Three60Wealth

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Incorporated professionals may be missing a major retirement opportunity. Tatenda Mawoyo of GBL & Associates joins the conversation to unpack Individual Pension Plans and their advantages over traditional RRSPs. If you’re incorporated, is your retirement strategy still built for an employee?

Jason Nagel, CFP, CLU, TEP
Three60 Wealth
https://three60wealth.ca/family-office/

Tatenda Mawoyo
GBL & Associates
https://gblinc.ca/about/

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How do you protect your spouse and your children without unintentionally favoring one over the other?

Planning for a blended family is rarely simple. When spouses, children from previous relationships, and money intersect, even good intentions can lead to conflict. Without the right structure, emotions and finances can collide in ways no one expects. There are strategies that can help protect everyone but choosing the wrong approach can create delays, resentment, and costly legal battles.

#BlendedFamilyPlanning
#EstatePlanning
#LegacyPlanning
#WealthTransfer

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When was the last time you truly reviewed your estate plan, not just signed it? Many people assume their planning is done, but important pieces are often missed. This video explores what an estate planning review really looks like.

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Thinking of adding your child to the title of your family cabin to “save tax”?
It may do the opposite. From triggering an unexpected tax bill, to exposing the cabin to your child’s creditors or divorce, to unintentionally breaking your estate plan, this common strategy can create serious financial and legal consequences. Before making a move that can’t be undone, it’s critical to understand what actually happens when you add a child to title.

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Will your family cabin bring your kids closer together or tear them apart if you’re not here to guide it? Passing down a family cabin can be a gift or the source of lifelong family conflict. From unexpected tax bills and ongoing maintenance costs to unequal use among siblings, poor planning can force a sale or spark resentment. With the right tax planning, funding strategies, and clear co-ownership rules, you can protect both the cabin and family harmony.

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