McGuire Wealth Management

Your lifetime requirements – The Bankers’ Secret #104

Glen P. Zacher CFP Season 1 Episode 4

 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: 

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