Скачать или смотреть Bullet Proof Financial Planning: Tips to Stay Secure and Financial Independence

Bullet Proof Financial Planning: Tips to Stay Secure and Financial Independence

Hey good people,

✤ Welcome to “John Moakler”, the financial and retirement planning channel.

You’re definitely in the RIGHT place if you’re looking to understand how to create a "bullet proof plan” in order to protect you and your family, create a guaranteed income stream in retirement, ensure that your money outlives you, and that you maximize your estate value for your beneficiaries and minimize how much your estate pays to Revenue Canada.

I am John Moakler, founder of Moakler Wealth Management and I have the privilege of working with clients from coast to coast here in Canada. I have both my CFP or Certified Financial Planners designation and my CLU or Chartered Life Underwriters designation and combined these two have given me the foundation to develop either very straightforward or very complex financial plans especially when working with business owner clients.

I always try to upload a video explaining life insurance in Canada. I will definitely suggest you become a member of our YouTube family by subscribing to our channel. You can suggest anything to me. If you have any ideas, please share them with me. I will definitely upload new videos as per your suggestion.

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⭐⭐ What is Financial Planning and how does it work? A financial plan paints a comprehensive picture of your current finances, your financial goals and any strategies you've set to achieve those goals. Good financial planning should include details about your cash flow, savings, debt, investments, insurance and any other elements of your financial life. Through this channel I will give you a bullet proof financial plan.

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⚠️ "DISCLAIMER INFO” ⚠️
John Moakler makes content available as a service to its customers and other visitors, to be used for informational purposes only. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action. If any owners would like me to remove the video I have no problem with that, just send me a letter: [email protected]

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