The Family Office Insider
Jason NagelAre 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 sha... more
| Publishes | Weekly | Episodes | 41 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
In this episode of Family Office Insider, host Jason Nagel, founder of Three60 Wealth in Calgary, sits down with Tatenda Mawoyo from GBL & Associates to break down Individual Pension Plans (IPPs) and who they’re best suited for.
Tatenda explains wha... more
Planning for a blended family can feel like walking a tightrope. You want your spouse protected, your children treated fairly, and your legacy carried out without conflict. In this episode, Jason Nagel breaks down four key strategies that can make al... more
Many families believe that adding a child to the title of a family cabin is a simple way to avoid probate and reduce taxes. Unfortunately, this strategy often creates more problems than it solves.
In this episode, Jason Nagel breaks down why adding ... more
For many Canadian families, the cottage or cabin is more than just real estate. It is a place filled with memories, traditions, and legacy. But passing a family cabin down to the next generation can quickly turn into conflict if it is not planned pro... more
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Apple Podcasts | #112 |  Brazil/Business/Investing |
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| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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These podcasts share a similar audience with The Family Office Insider:
1. Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
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The Family Office Insider launched a year ago and published 41 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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