7 Simple Steps to Becoming Your Own Banker - go to http://7steps.ca/
Susan Latremoille has been a wealth advisor for over 35 years. Susan assisted her clients to financially plan for their retirements and managing their investments. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement.
Susan is a Co-Founder and Partner in Next Chapter Lifestyle Advisors. She is a Family Enterprise Advisor, FEA, (Family Enterprise Exchange), and holds an Executive MBA. She is also a certified Retirement Coach (CPRC) and an Expert Level SuccessFinder Practitioner. Susan is the author of The RichLife – Managing Wealth and Purpose, It’s Not Just about the Money – The Whole Life Approach to Wealth Management, and co-author of On the Shoulders of Atlas- a Story about Transitioning a Family Owned Business and co-author – Thriving Throughout Your Retirement Transition. She is a world traveller, mom, grandmother, certified yoga teacher, and enjoys her time as a roof-top gardener as well.
IN THIS EPISODE, YOU WILL LEARN:
0:00 Introduction
2:00 Susan’s Inspiration
9:04 Managing Wealth and Purpose
15:59 Next Chapter Lifestyle Game Plan
21:29 Relationships and Retirement
25:25 Learning New Skills
28:21 Health and Longevity
34:50 Long term Goals and Retirement Objectives
41:37 Who Would Susan Be a Hero To
Get The FREE special report 7 Simple Steps to Becoming Your Own Banker - http://7steps.ca/
📌 EPISODE LINKS:
Connect with Susan:
Website: www.nextchapterlifestyleadvisors.com
Email: susan@nextchapterlifestyleadvisors.com
📚RESOURCES:
Author, The RichLife - Managing Wealth and Purpose
https://www.amazon.com/RichLife-Managing-Wealth-Purpose/dp/0978140109
Co-Author: Thriving Throughout Your Retirement Transition
https://www.amazon.com/Thriving-Throughout-Your-Retirement-Transition-ebook/dp/B08MSDR222
🎙️ WEALTH WITHOUT BAY STREET LINKS:
Learn how Canadian are Implementing Infinite Banking for Free Here: https://wealthwithoutbaystreet.com/masterclass
Podcast Website: https://wealthwithoutbaystreet.com/
Follow us on Facebook: https://wealthwithoutbaystreet.com/fb
Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt
Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall
Re-think Your Thinking - The Backwards Bicycle: https://wealthwithoutbaystreet.com/backbike
Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:
https://wealthwithoutbaystreet.com/dayofnelson
🤝 Join Our Community! https://wealthwithoutbaystreet.com/community
Check out our other Channel for more content: https://wealthwithoutbaystreet.com/bankersvault
📚 IBC RECOMMENDED BOOKS
https://wealthwithoutbaystreet.com/books
📽️ WATCH THE DOCUMENTARY
Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/
💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/
EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/
EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/
#WWBS #JaysonLowe #RichardCanfield #theinfinitebankingconcept #wealthwithoutbaystreet #SusanLatremoille
79. Winnipeg Infinite Banking Coach Discovers Growth and Liquidity
78. Real Estate Investor Lawyer Loves Infinite Banking - Shawn Quigg - Client Series
77. Seller Financing Your Business - David Barnett
76. Infinite Banking Concept Is A Way Of Life | David Stearns
75. Wealth Coach Improves Financial Health With #IBC
74. Million Dollar Retirement From Two Methods - Infinite Banking Vs RRSP
73. Sales Jiu Jitsu: Black Belt Strategies To Double Conversions - Elliot Bayev & Daniel Moskowitz
72. From Engineer to Authorized Infinite Banker - Sarbloh Gill
71. The Infinite Banking Concept Coach - Why do you need a coach?
70. The Tax Savings Bible with Mr. Taxes - Robert Stone
69. Authorized Infinite Banking Practitioner In Toronto
68. Financial Wisdom For Millennials - Client Series - Justin Dubeau
67. Financial Freedom Begins With Personal Liberty - Lawrence Reed | Fee.org
66. The And Asset In Canada - Caleb Guilliams
65. Dividend Scale Interest Rate With Par Whole Life Insurance
64. Small Business Owner Discovers The Infinite Banking Concept - Client Series - Cory Chittenden
63. Accelerate Your Business Value with Stephen Cummings
62. Your Guide To Self Discovery and Clarity of Direction - David Schmeikal
61. Life Without The Bank with Mary Jo Irmen
60. Mortgage Free Using The Infinite Banking Concept - David Klein - Client Series
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast