Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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内容由Evan Neufeld, CFP® and Evan Neufeld提供。所有播客内容（包括剧集、图形和播客描述）均由 Evan Neufeld, CFP® and Evan Neufeld 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Player FM -播客应用
使用Player FM应用程序离线！
使用Player FM应用程序离线！
))
Understanding Segregated Funds with Mark McGrath
Manage episode 412968998 series 2851814
内容由Evan Neufeld, CFP® and Evan Neufeld提供。所有播客内容（包括剧集、图形和播客描述）均由 Evan Neufeld, CFP® and Evan Neufeld 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
This week I'm joined by Mark McGrath as we dig into segregated funds. These investment vehicles blend mutual funds with insurance and offer unique guarantees but….. the benefits to investors are less clear.
We delve into fees, performance, guarantees and other pros and cons.
We also examine the human side, critiquing sales practices and exploring seg funds in estate planning.
Whether you're a seasoned investor or just starting out, this episode provides essential guidance for informed decision-making in the Canadian investment landscape.
Rumi.ai
All-in-one meeting tool with real-time transcription & searchable Meeting Memory™
Invest With Evan
Become more confident with your money - Financial Foundations Course
章节
1. Understanding Segregated Funds with Mark McGrath (00:00:00)
2. Understanding Segregated Funds in Canada (00:00:08)
3. Segregated Funds (00:08:38)
4. [Ad] Rumi.ai (00:14:05)
5. (Cont.) Segregated Funds (00:14:53)
6. Understanding Segregated Funds and Benefits (00:18:35)
7. Segregated Funds and Estate Planning (00:29:54)
8. Evaluating Segregated Fund Contracts (00:40:58)
9. Issues With Segregated Fund Sales (00:46:53)
10. Mutual Funds and Segregated Funds (00:55:18)
153集单集
分享
Manage episode 412968998 series 2851814
内容由Evan Neufeld, CFP® and Evan Neufeld提供。所有播客内容（包括剧集、图形和播客描述）均由 Evan Neufeld, CFP® and Evan Neufeld 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
This week I'm joined by Mark McGrath as we dig into segregated funds. These investment vehicles blend mutual funds with insurance and offer unique guarantees but….. the benefits to investors are less clear.
We delve into fees, performance, guarantees and other pros and cons.
We also examine the human side, critiquing sales practices and exploring seg funds in estate planning.
Whether you're a seasoned investor or just starting out, this episode provides essential guidance for informed decision-making in the Canadian investment landscape.
Rumi.ai
All-in-one meeting tool with real-time transcription & searchable Meeting Memory™
Invest With Evan
Become more confident with your money - Financial Foundations Course
章节
1. Understanding Segregated Funds with Mark McGrath (00:00:00)
2. Understanding Segregated Funds in Canada (00:00:08)
3. Segregated Funds (00:08:38)
4. [Ad] Rumi.ai (00:14:05)
5. (Cont.) Segregated Funds (00:14:53)
6. Understanding Segregated Funds and Benefits (00:18:35)
7. Segregated Funds and Estate Planning (00:29:54)
8. Evaluating Segregated Fund Contracts (00:40:58)
9. Issues With Segregated Fund Sales (00:46:53)
10. Mutual Funds and Segregated Funds (00:55:18)
153集单集
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类似 The Canadian Money Roadmap 的节目
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
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continue reading
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The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
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continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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Wholesaling Inc with Brent Daniels
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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continue reading
Player FM -播客应用
使用Player FM应用程序离线！
使用Player FM应用程序离线！
