Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Estate Planning - It’s Never Too Early To Start
Manage episode 358352842 series 3285213
Content provided by The Finance Cafe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Finance Cafe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In this episode Shauna sits down with Alysha, Sr. Financial Planner in Tax and Estate Planning at Richardson Wealth Limited, to discuss why estate planning is so important and what this looks like as an entrepreneur, breaking down what estate planning is and what it entails, who should be involved in the process, and 5 estate planning tips for women entrepreneurs.
Alysha takes a holistic approach to wealth management, leading the wealth planning process in its entirety — from goals-based discovery to developing detailed financial and estate plans, through to strategy implementation.
With over 10 years experience in the investment industry, Alysha provides clients with comprehensive wealth services including expert insight on tax, intergenerational wealth transfer, philanthropy, business succession and continuity planning and estate planning. She holds specialized designations in financial planning, family enterprise advisory, estate planning, and risk management. Alysha is actively involved in the industry — she is Chair of Programs Committee for the Society of Trust and Estate Practitioners (STEP) Vancouver Executive, a mentor to students through Junior Achievement of British Columbia, STEP and the BCIT Financial Planning Program, and serves as Director and Chair of Education for the Financial Planning Association of Canada (FPAC).
Resources
Connect with Alysha
LinkedIn: https://www.linkedin.com/in/alyshato/
Website: https://richardsonwealth.com/wealth-strategies/
Sponsor
For more resources and information for women entrepreneurs be sure to connect to our incredible podcast sponsor the Women Entrepreneurship Knowledge Hub
Connect with Us
Website: thefinancecafe.ca/
Instagram: @thefinancecafeofficial
LinkedIn: The Finance Cafe
Learn more about our financial literacy program designed specifically for you and don’t forget to use code PODCAST10 to save 10% off at www.thefinancecafe.ca/
107 episoade
Distribuie
Manage episode 358352842 series 3285213
Content provided by The Finance Cafe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Finance Cafe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In this episode Shauna sits down with Alysha, Sr. Financial Planner in Tax and Estate Planning at Richardson Wealth Limited, to discuss why estate planning is so important and what this looks like as an entrepreneur, breaking down what estate planning is and what it entails, who should be involved in the process, and 5 estate planning tips for women entrepreneurs.
Alysha takes a holistic approach to wealth management, leading the wealth planning process in its entirety — from goals-based discovery to developing detailed financial and estate plans, through to strategy implementation.
With over 10 years experience in the investment industry, Alysha provides clients with comprehensive wealth services including expert insight on tax, intergenerational wealth transfer, philanthropy, business succession and continuity planning and estate planning. She holds specialized designations in financial planning, family enterprise advisory, estate planning, and risk management. Alysha is actively involved in the industry — she is Chair of Programs Committee for the Society of Trust and Estate Practitioners (STEP) Vancouver Executive, a mentor to students through Junior Achievement of British Columbia, STEP and the BCIT Financial Planning Program, and serves as Director and Chair of Education for the Financial Planning Association of Canada (FPAC).
Resources
Connect with Alysha
LinkedIn: https://www.linkedin.com/in/alyshato/
Website: https://richardsonwealth.com/wealth-strategies/
Sponsor
For more resources and information for women entrepreneurs be sure to connect to our incredible podcast sponsor the Women Entrepreneurship Knowledge Hub
Connect with Us
Website: thefinancecafe.ca/
Instagram: @thefinancecafeofficial
LinkedIn: The Finance Cafe
Learn more about our financial literacy program designed specifically for you and don’t forget to use code PODCAST10 to save 10% off at www.thefinancecafe.ca/
107 episoade
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Similar cu The Finance Cafe
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
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…
continue reading
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…
continue reading
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…
continue reading
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Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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A unicorn is a magical creature shrouded in mystery known for its ability to make the impossible possible. In modern times, the word “unicorn” has come to mean something intrinsically valuable and difficult to obtain, whether that be a business with a $1 billion dollar valuation, or the love of a special someone. On Zero to Unicorn, we’ll hear directly from the Kaeding family as they recount their history of founding and operating Norhart, a unicorn-level business in the construction industr ...
…
continue reading
A daily show for everyone who works a regular job and wants to start an income-earning project on the side. In each episode, listeners will hear a different story of someone who's started a side hustle—along with what went well, how that person overcame challenges, and what happened as a result. The show is written and hosted by Chris Guillebeau, the New York Times bestselling author of The $100 Startup, The Happiness of Pursuit, and other books.
…
continue reading
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