McGuire Wealth Management

Your lifetime requirements – The Bankers’ Secret #104

November 07, 2020 Margaret Season 1 Episode 4
McGuire Wealth Management
Your lifetime requirements – The Bankers’ Secret #104
Chapters
McGuire Wealth Management
Your lifetime requirements – The Bankers’ Secret #104
Nov 07, 2020 Season 1 Episode 4
Margaret

 Join Glen Zacher, CFP with his guest  Robert (Bob) Shiels 

 It is a process- you have to spend some time with, its only common sense.  The lifecycle of financing: 

·         for the first 20 years you are dependent on your parents for financing 
·         20-30 you will have student loans, first car, etc 
·         30-40 wedding, honeymoon, bigger car, furniture 
·         40-50 bigger house, bigger mortgage, children needs 
·         50-60 more wedding, colleges for children and grandchildren 
·         60+ plan for retirement 

Robert (Bob) Shiels – Author: You Don’t Have to Die to Win 

📚 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 more books to review.  

📌 Official IBC Practitioner Representative 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: 

CONTACT US- 

📧 contacting our office - [email protected] and setup your 30 min review or phone 📞Head Office Edmonton Ph:780.462.1289 Calgary Ph: 403.538.6898 Kelowna Ph: 778.738.8321 Toronto Ph: 647.417.0601 Toll Free: 1.877.364.8204 

Show Notes

 Join Glen Zacher, CFP with his guest  Robert (Bob) Shiels 

 It is a process- you have to spend some time with, its only common sense.  The lifecycle of financing: 

·         for the first 20 years you are dependent on your parents for financing 
·         20-30 you will have student loans, first car, etc 
·         30-40 wedding, honeymoon, bigger car, furniture 
·         40-50 bigger house, bigger mortgage, children needs 
·         50-60 more wedding, colleges for children and grandchildren 
·         60+ plan for retirement 

Robert (Bob) Shiels – Author: You Don’t Have to Die to Win 

📚 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 more books to review.  

📌 Official IBC Practitioner Representative 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: 

CONTACT US- 

📧 contacting our office - [email protected] and setup your 30 min review or phone 📞Head Office Edmonton Ph:780.462.1289 Calgary Ph: 403.538.6898 Kelowna Ph: 778.738.8321 Toronto Ph: 647.417.0601 Toll Free: 1.877.364.8204