What makes us different?
We are Canada’s premier company specializing in participating whole life insurance and Bank On Whole Life™ concepts to engineer value-based, strategic wealth plans using a holistic approach for individuals, families and business owners so they can achieve Financial Control for Life™.
Join us on each episode as we explore various avenues of wealth planning and offer strategic insight into addressing some of life's biggest financial challenges.
Enjoy!
Hosts Stephen and Michele discuss retirement planning, debunking myths and highlighting the importance of equity, diversification, and expert guidance to secure financial futures.
14 Aug 2024
Unlearn Unlock and Take Back Control of Your Finances for Life with Garrett Gunderson
Today, Stephen is joined by the New York Times best selling author behind Killing Sacred Cows, What Would the Rockefeller's Do, and several more. In his most recent book, Money Unmasked Garrett Gunderson speaks on his years of expertise developing new ways to think about their financial life, as well as an intimate look into how our money mindset is developed in their first place. Today, we will learn how to unlearn, unlock and take back control of your financial life.
On the latest episode of Financial Control for Life™, we're diving into these concepts and clearing the air! We'll help listeners grasp these need to know updates in Canada, and why you should be leveraging a true expert's ability to maximize the associated benefits.
This episode is packed with helpful information for your financial world!
Chapters:
0:00 - Introduction and Welcoming Garrett Gunderson
3:40 - How Garrett Developed His Early View on Finances...Scarcity Mindset
5:40 - The Proper Questions
7:30 - Scarcity vs. Prosperity
11:00 - Mindful Cash Management
14:40 - Value Index
17:50 - Shadow Personas and Their Inverse
23:30 - Mental and Relationship Capital...What Would Love Do?
27:40 - Closing remarks
Connect with MacDev Financial:
LinkedIn (https://www.linkedin.com/in/stephen-devlin-9a713240/)
Facebook (https://www.facebook.com/MacDevFinancial/)
YouTube (https://www.youtube.com/channel/UCEeFGlXzzZ7UPyuKYiqpAjA)
10 Jul 2024
Five Risks Impacting Your Financial Future and What You Can Do About It
With a possible capital gains tax looming over the horizon, it's more important than ever to be aware of the risks impacting your financial future. Just as importantly, what can you do to not just safeguard your wealth but actively maneuver into the most beneficial position for you?
On the latest episode of Financial Control for Life™, we're diving into these concepts and clearing the air! We'll help listeners grasp these need to know updates in Canada, and why you should be leveraging a true expert's ability to maximize the associated benefits.
This episode is packed with helpful information for your financial world!
Chapters:
0:00 - Introduction and overview on the topic of the day
1:00 - Capital Gains Tax
2:30 - News Clip
5:10 - Doctor Shortage and The Impact of Poor Legislation
5:50 - 5 Key Factors Impacting Your Financial Future
8:00 - How To Leverage Whole Life Insurance
10:00 - Impact of Capital Gains on Inflation and Debt
14:42 - Market Risk and Order of Return
19:33 - Health Risks and How to Optimize for the Unknown
24:00 - The Importance of Getting a Needs Analysis with an Expert
28:25 - Get Whole Life When You Can
30:00 - Have That Family Meeting
32:45 - Closing remarks
Connect with MacDev Financial:
LinkedIn (https://www.linkedin.com/in/stephen-devlin-9a713240/)
Facebook (https://www.facebook.com/MacDevFinancial/)
YouTube (https://www.youtube.com/channel/UCEeFGlXzzZ7UPyuKYiqpAjA)
22 Apr 2024
Bank On Yourself and Infinite Banking Concepts”: Can You Use This in Canada? Yes, But…
The Bank On Yourself and Infinite Banking concepts are all amazing concepts and strategies, but Canadians are unclear if these can be utilized in their country. Additionally, if they can be utilized, how do they work?
On the latest episode of Financial Control for Life™, we're diving into these concepts and clearing the air! We'll help listeners understand the vehicle of whole life insurance, how they can be utilized in Canada, and why you should be leveraging a true expert's ability to maximize the associated benefits.
This episode is packed with helpful information for your financial world!
Chapters:
0:00 - Introduction and overview on the topic of the day
2:50 - The asset being leveraged in these strategies
4:55 - What is whole life insurance?
10:30 - Becoming your own banker with this strategy
12:30 - Dividend paying whole life insurance and the guarantees associated with it
14:27 - How the Devlins utilized this strategy for themselves
16:21 - Understanding how to leverage this strategy
18:12 - Stephen acting as part of the policy development team to reinforce these strategies
21:27 - Helpful book resources to educate you on these concepts
22:30 - Working with an expert in these concepts
30:19 - Your agent should know the differences in these programs between USA and Canada
32:34 - A MacDev Financial client that later became a member of the team
35:47 - Closing remarks
Connect with MacDev Financial:
LinkedIn (https://www.linkedin.com/in/stephen-devlin-9a713240/)
Facebook (https://www.facebook.com/MacDevFinancial/)
YouTube (https://www.youtube.com/channel/UCEeFGlXzzZ7UPyuKYiqpAjA)
20 Mar 2024
Rewiring Your Brain for Financial Success
Everyone has a different behavior and habits surrounding their money and their greater financial planning. However, it's critically important to have a financial gauge that addresses your goals over time.
On the latest episode of Financial Control for Life, Stephen and Michele explore the key drivers of financial success, all of which begin with rewiring your brain and understanding what it takes to generate wealth over time.
Chapters:
0:00 - Introduction and overview on the topic of the day
1:05 - Three things you need to know about your behavior with money
2:29 - What are your goals? How are you going to achieve them?
3:43 - Assets vs. liquid cash flow
5:04 - Addressing the scarcity and abundance mindsets
7:20 - Understanding the importance of "delayed gratification"
8:20 - The attributes of the "Perfect Asset"
9:57 - How Stephen came across the concept of Whole Life Insurance and changed his life
11:36 - The key takeaways from today's episode
12:20 - Closing remarks
Connect with MacDev Financial:
LinkedIn (https://www.linkedin.com/in/stephen-devlin-9a713240/)
Facebook (https://www.facebook.com/MacDevFinancial/)
YouTube (https://www.youtube.com/channel/UCEeFGlXzzZ7UPyuKYiqpAjA)
26 Nov 2023
Life Insurance is a Love Assurance
Welcome to Financial Control for Life,™ a show where we discuss customized business and personal insurance solutions and investment strategies.
On our very first episode, we introduce you to Stephen Devlin, President and Chief Financial Officer of MacDev Financial, and Michele Devlin, Chief Executive Officer and Chief Compliance Officer, while also exploring one of the foundational insurance solutions the MacDev team leverages for clients each and every day.
Life insurance is misunderstood. Plain and simple. In this episode, we're addressing the common misconceptions surrounding life insurance and why it's such a pivotal tool within your financial planning toolkit.
Let's get started!
Timecodes:
0:06 - Introduction and overview on the topic of the day
0:40 - Why life insurance is such an important topic to be considering
1:18 - The differences between Term and Whole Life insurance solutions
2:28 - The cost differences between these different life insurance strategies
4:03 - Do I even need life insurance? Is it a scam?
5:29 - Why are people not talking more about the benefits of life insurance?
7:05 - Michele's cancer diagnosis and needing life insurance
9:30 - Life insurance is too important for you to not incorporate this tool today
10:38 - How to get in touch with the MacDev Financial team and have a conversation
11:20 - Closing remarks
Connect with MacDev Financial:
LinkedIn (https://www.linkedin.com/in/stephen-devlin-9a713240/)
Facebook (https://www.facebook.com/MacDevFinancial/)
YouTube (https://www.youtube.com/channel/UCEeFGlXzzZ7UPyuKYiqpAjA)
Podcast Authority Score: 9 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
6
Social presence
0
YouTube
0
Engagement
27
Host of Financial Control for Life™?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
