McGuire Wealth Management

Planning on Retirement

February 27, 2024 Glen P. Zacher, CFP
McGuire Wealth Management
Planning on Retirement
Show Notes

Warren Buffet once said “Access to capital is more important than Rate of Return.”

Join Glen Zacher, CFP on his radio show "Talk to the Experts"

Reserve your spot in one of our upcoming webinars:  CLICK HERE
Listen as we address some of these important questions:

  • A recent report from the Employee Benefit Research Institute determined that Canadians confidence in attaining a comfortable retirement has dropped the most since the 2008 global financial crisis. The leading contributors to these concerns among retirees are inflation and the fear of outliving the assets meant to support them….
  • In your book “The Bankers Secret” you show how a permanent life insurance contract is the perfect financial instrument to pledge as collateral in order to borrow their money. Explain to our listeners how that process works…
  • Business owners often struggle to borrow money from banks. What are the key benefits for a business owner implementing this financial strategy?
  • What would other financial assets like stocks and mutual funds have to be worth to provide the same retirement cash flows as a cash value insurance contract?
  • What makes the Private Reserve Strategy so unique compared to other financial assets? many other financing options people have to borrow money?

📚 RESOURCES - Great Reads and Audio - https://mcguirefinancial.ca/shop/
The Bankers' Secret by Glen Zacher, CFP & J Lowe (Book and/or Audio)
Becoming Your Own Banker by R. Nelson Nash (Book and/or Audio)
The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash
Lots of great books to review. 

📌 Official IBC Practitioner Representative Website of The Nelson Nash Institute: https://www.mcguirefinancial.ca 

💸 Looking for a Certified Financial Advisor? Learn about "The Bankers' Secret" based on Becoming Your Own Banker - The Infinite Banking Concept:   CLICK HERE

CONTACT US-  admin@mcguirefinancial.ca and setup your 30 min review or phone 📞Head Office Edmonton Ph:780.462.1289 Calgary Ph: 403.538.6898 British Columbia Ph: 778.738.8321 Ontario Ph: 647.417.0601 Toll Free: 1.877.364.8204