Advice vs Planning: What is Missing With Your Advisor?
In this episode, we unpack a critical distinction many successful families overlook: the difference between traditional financial advice and comprehensive financial planning.Jason shares a real client story; an entrepreneur who sold his business and was left stranded with a generic financial “plan” from a large institution that lacked follow-through and adaptability. His situation highlights why more families are seeking personalized, proactive planning, not just templated advice.If you've ever wondered whether you're truly being planned for or just advised, this episode will help you see the difference. Plus, learn how to access our free 20-point Financial Planning Checklist to evaluate your current advisor relationship.Download the checklist at Three60wealth.ca/planning It only takes 3–5 minutes and could completely change the way you approach your financial future.
--------
3:28
Why Settle for Financial Advice When You Could Have Financial Planning?
There’s a big difference between getting financial advice and having a true financial plan, and many successful families don’t realize they’re only getting the former. In this episode, Jason Nagel shares a real-world story of a business owner who learned that difference the hard (and costly) way, missing out on $500,000 in tax savings simply because no one had done proper planning.If you're unsure whether you're getting advice or real planning, visit Three60wealth.ca/planning to access our free self-assessment tool. It takes just a few minutes and could save you far more.
--------
2:59
How Much is Your Financial Advisor Costing You?
In this episode, we tackle an important question that many Canadians haven’t thought to ask: What’s the real cost of your financial advisor? And we’re not just talking about fees, we’re talking about missed opportunities, unnecessary taxes, and the difference between reactive financial advice and proactive, holistic financial planning.Jason Nagel breaks down how to tell the difference between the two and why it matters, especially for high-net-worth families and business owners. If your current advisor is only talking to you once a year about your investment returns, you might be missing out on a much deeper and more strategic approach to building and preserving wealth.To help you assess where you stand, we’ve created a free 20-point checklist that outlines the difference between financial advice and true financial planning. Download it now at: three60wealth.ca/planning
--------
4:43
Preparing Your Children to Receive an Inheritance
In this episode of the Family Office Insider podcast, Jason Nagel discusses a critical but often overlooked part of estate planning: preparing your children to responsibly manage the wealth they will eventually inherit. Jason shares practical strategies high-net-worth families can use to educate their kids about money management, taxes, investments, and working with professional advisors. He also highlights why early financial education is essential, not just for handling an inheritance, but for building lifelong financial competence.Jason explains how involving your children in meetings with accountants and portfolio managers can demystify financial discussions and help them develop the confidence to make smart decisions. If you're looking for a planning-focused advisory firm that is not focused on product sales, visit three60wealth.ca to book a complimentary consultation.Listen now to learn how to equip the next generation for success!
--------
3:56
Gifting Assets to Your Children: Tax and Creditor Considerations
Should You Gift Assets to Your Children Now or Later? Family Office Insider Podcast | Hosted by Jason NagelIn this episode of the Family Office Insider Podcast, Jason Nagel explores a question that many parents face: Should you gift assets to your children while you're still alive, or wait until your passing?Jason breaks down the key considerations behind both strategies, including:The emotional and educational benefits of gifting during your lifetimeTax implications and the concept of deemed dispositionThe impact on your estate size and ultimate tax liabilityPotential creditor risks your children may faceWhether you're thinking about gifting cash, property, or investment accounts, this episode will help you better understand the planning process, and the importance of aligning your decisions with your overall goals and risk tolerance.If you're interested in a complimentary conversation to see if we're a good fit, visit us at Three60Wealth.ca.
Are you a successful family looking to make smarter financial decisions and maximize your life’s work? At Three60 Wealth, a trusted Family Office in Calgary for over 15 years, we’ve helped families like yours navigate wealth, investments, and financial planning.Now, we’re bringing that expertise straight to you! Each episode, we’ll break down key financial topics, answer common questions, and share insights that can help you take control of your financial future.Whether you're looking for strategies to grow your wealth, preserve your legacy, or make informed financial choices, this podcast is for you.Hit follow and join us on this journey—because your financial future deserves a 360-degree approach.
Colombia