STELLAR CONNECTION
by STELLAR PROFESSIONAL
Latest episode
BECOMING A STELLAR CLIENT-Advancing Your Prosperity
BECOMING A STELLAR CLIENT-Advancing Your Prosperity
About this podcast
https://podcast.stellarconnection.com/feed.rss
Episodes
- BECOMING A STELLAR CLIENT-Advancing Your Prosperity · 14 min · Episode 38
- Affluence = Complexity · 13 min
- Cross- Border Financial Planning · 12 minToday’s financial decisions increasingly extent beyond one jurisdiction,, one tax system, or one discipline. Whether through business interest, investments, family ties, real…
- Demystifying Financial Advice · 5 minFinancial advice should not feel complicated. Our role is to translate financial complexity into clear, confident decisions so clients can focus on living their lives rather than…
- Choosing a Financial Advisor · 4 minJoin Grant and Pam as they explore key topics including what clients look for in a trusted advisor, our meeting process, and the comprehensive services offered at stellar.
- Aligning fees with Purpose: Built around our clients · 10 minOur Philosophy- Clarity, Stewardship, Alignment. At Stellar Wealth Group, fees are not a transaction. They represent a long-term commitment to stewardship, clarity, and…
- From Mystery to Metal: Investing In Gold & Sliver · 8 minDan and Janine Yungwirth are back to share more of their journey as they explore investments in gold and silver. In this video, the Yungwirth’s discuss their experiences with the…
- The Entrepreneur’s Edge Pros, Cons and Realities · 7 minJoin our host grant and special guest Dan and Janine Youngworth all the way from Prince Albert as they go into depth about their experiences with entrepreneurship and advice for…
- Life After The Death Of a Spouse · 13 minJoin Del Briscuso as she discusses her experience with the loss of a spouse and what to expect financially.
- Beyond the desk: Finding Fulfillment after Retirement · 6 minJoin special guest Rick Boyd as he walks through his experience with retirement and how your never too old to try new things!
- Next Gen Investing:Parents as Pathways to Success-Ep#7 · 6 minJoin Pam and Grant to talk about the importance behind the next generations knowledge in investing and how parents can be the key to their pathways to success.
- Investing in Real Estate- Ep#6 · 5 minJoin John Keller, Partner and Co-Founder of Stellar Wealth and Tax Professionals, to learn more about the pros/cons of Investing in Real Estate. This will be part of a multi…
- The Why Behind Stellar-Ep#5 · 10 min · Episode 10Join us as Stefanie CEO of Stellar Wealth & Tax Professionals, discusses the “why behind the why” of Stellar.
- Big Ticket Items-Ep#4 · 4 min · Episode 8Featuring Brandon Paulsen RWM Financial Professional. Join Brandon and Grant as they discuss Big Ticket Items and incorporating them within your Financial Plan to help prepare…
- Unraveling Tax Complexity- Ep#3 · 10 min · Episode 6Featuring Senior Tax Professional Peter Moreira CPA, CGA, MBA. Peter discusses the proposed Capital Gains changes and the potential tax impact. The goal of this episode is to…
- Divergent Paths- Ep#2 · 12 min · Episode 4In this episode, we discuss the current divergent paths of Canada and the US. Featuring Stefanie Keller, CEO of Stellar Wealth & Tax Professionals. Stellar works with individuals…
- Manifest Your Goals for 2025- Ep#1 · 9 min · Episode 2Episode #1 Join our host Grant McLaren with guest speaker Michelle Lalonde, Financial Professional as they go in depth about Manifesting Your Goals for the New Year!
