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The Family Office Insider
Jason Nagel
39 episodes
4 days ago
Are you a successful family looking to make smarter financial decisions and maximize your life’s work? At Three60 Wealth, a trusted Family Office in Calgary for over 15 years, we’ve helped families like yours navigate wealth, investments, and financial planning. Now, we’re bringing that expertise straight to you! Each episode, we’ll break down key financial topics, answer common questions, and share insights that can help you take control of your financial future. Whether you're looking for strategies to grow your wealth, preserve your legacy, or make informed financial choices, this podcast is for you. Hit follow and join us on this journey—because your financial future deserves a 360-degree approach.
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Investing
Business
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All content for The Family Office Insider is the property of Jason Nagel and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Are you a successful family looking to make smarter financial decisions and maximize your life’s work? At Three60 Wealth, a trusted Family Office in Calgary for over 15 years, we’ve helped families like yours navigate wealth, investments, and financial planning. Now, we’re bringing that expertise straight to you! Each episode, we’ll break down key financial topics, answer common questions, and share insights that can help you take control of your financial future. Whether you're looking for strategies to grow your wealth, preserve your legacy, or make informed financial choices, this podcast is for you. Hit follow and join us on this journey—because your financial future deserves a 360-degree approach.
Show more...
Investing
Business
Episodes (20/39)
The Family Office Insider
Adding Your Child to the Family Cabin Title: A Costly Estate Planning Mistake
4 days ago
1 minute

The Family Office Insider
Keeping the Family Cabin in the Family: How to Pass It Down Without Conflict
3 weeks ago
4 minutes

The Family Office Insider
Eligible vs. Ineligible Dividends: What Canadian Business Owners Need to Know
3 weeks ago
2 minutes

The Family Office Insider
Multiplying the Capital Gains Exemption - The Hidden Traps
1 month ago
5 minutes

The Family Office Insider
The Hidden Retirement Risk Most Investors Miss with Austin Vrabel, CFA
1 month ago
10 minutes

The Family Office Insider
Wealth Harvesting vs. Wealth Creation: How Entrepreneurs Grow by Acquisition
1 month ago
16 minutes

The Family Office Insider
The Sneaky Tax That Surprises Business Owners at Exit: Understanding AMT
2 months ago
3 minutes

The Family Office Insider
How a Trust and Planning Early Can Save You Hundreds of Thousands in Tax.
2 months ago
3 minutes

The Family Office Insider
The Sherpa Approach to Financial Planning
2 months ago
3 minutes

The Family Office Insider
The 5 Myths of Estate Planning with Kelsey Humphries
3 months ago
16 minutes

The Family Office Insider
Avoiding the RRSP Trap: Smarter Retirement Income Planning
3 months ago
3 minutes

The Family Office Insider
RRSPs vs Holding Companies: A Tax Trap To Avoid
3 months ago
3 minutes

The Family Office Insider
Should You Add Your Children as Shareholders of Your Holding Company?
4 months ago
2 minutes

The Family Office Insider
5 Areas to Consider Before Selling Your Business
4 months ago
13 minutes

The Family Office Insider
Exiting Your Business: Exploring Your Options
4 months ago
5 minutes

The Family Office Insider
Preparing to Exit Your Business: Key Steps for a Successful Sale
4 months ago
3 minutes

The Family Office Insider
Should I Invest In RRSPs, TFSAs, or my Holding Company with my corporate profits?
5 months ago
2 minutes

The Family Office Insider
What Should You Do with the Money Inside Your Holding Corp in Retirement?
5 months ago
3 minutes

The Family Office Insider
How We Create Peace of Mind for the Families We Serve
5 months ago
1 minute

The Family Office Insider
Are You Getting Financial Advice or Real Financial Planning?
6 months ago
2 minutes

The Family Office Insider
Are you a successful family looking to make smarter financial decisions and maximize your life’s work? At Three60 Wealth, a trusted Family Office in Calgary for over 15 years, we’ve helped families like yours navigate wealth, investments, and financial planning. Now, we’re bringing that expertise straight to you! Each episode, we’ll break down key financial topics, answer common questions, and share insights that can help you take control of your financial future. Whether you're looking for strategies to grow your wealth, preserve your legacy, or make informed financial choices, this podcast is for you. Hit follow and join us on this journey—because your financial future deserves a 360-degree approach.