Getting what you earned: Converting business values to personal net worth & income20210422174504
Getting what you earned: Converting business values to personal net worth & income
April 22, 2021business strategies, exit strategies, Family office, Finance, financial planning0 comments
With boomers leaving the workforce and retiring in droves, recent stats show that less than 50% of business owners have a clear plan for leaving their business with money in their pocket. Richard Kluska and the team at IP Private Wealth is working to get them back on track. For the past 20+ years, Kluksa […]...
What should I do financially in my 30s?20210413184212
What should I do financially in my 30s?
The millennial is someone who was born anywhere between 1981 and 1996. Often the kids of hard-working baby boomers, they are usually ambitious, educated, self-confident, and technologically savvy. They often go against the conventional way of thinking or doing things, and tend to push the limits. Most importantly: they are up to 40 years old […]...
Professional Hockey Players: Off the Ice and Into (Financial) Hot Water20210413184029
Professional Hockey Players: Off the Ice and Into (Financial) Hot Water
What do hockey players and frogs have in common? There is a longstanding myth that if you put a frog in a pot of boiling water, it will immediately leap out; but if you put the frog in a pot with cooler water that is gradually heated, the frog will remain in the water until […]...
Top 5 Questions Asked by New Physicians20210312011643
Top 5 Questions Asked by New Physicians
Starting out as a new physician is exciting, and the general assumption is that you’re sent out into your profession with everything you’ll need. But there are aspects of your practice and finances that medical school won’t prepare you for. A few key questions to consider for any physician starting out—and even some with experience […]...
A Physician’s Guide to Personal Finance and Investing20210311194556
A Physician’s Guide to Personal Finance and Investing
It’s not unusual for parents to want their children to grow up to become doctors. It’s one of most noble professions in the world and it pays well–or at least that’s the general perception. People see a young doctor and think of a Grey’s Anatomy character driving home in their Porsche to relax in their […]...
Clip: Exit Strategies20210307212843
Clip: Exit Strategies
At some point, every business owner has to exit, and there are both financial and emotional impacts with that decision. CEO Richard Kluska talks about the first tenements of a successful exit. Listen to the full interview on the IP360° Podcast....
Vaccines and What They Mean For Hockey Wealth Management: A Dose of Reality20210304193832
Vaccines and What They Mean For Hockey Wealth Management: A Dose of Reality
It’s been almost a year since the National Hockey League (NHL) paused the 2019-20 season due to the coronavirus pandemic. During the pause, it became obvious that COVID-19 would have a massively negative financial impact on the world economy and, by extension, the NHL. The agreement between the NHL and the National Hockey League […]...
Mortgage Protection Insurance vs Life Insurance: What you need to know20210113085900
Mortgage Protection Insurance vs Life Insurance: What you need to know
If you’re one of the many Canadians to have purchased a home recently, you’ve likely been asked about adding on Mortgage Protector Insurance when signing for your mortgage—and likely, the bank advisor suggested you just check ‘no’ in all the boxes. Mortgage Protection Insurance is sold by mortgage lenders to cover the remainder of your […]...
Beyond the Ice: Wealth Management for NHL Players During COVID-1920210106091100
Beyond the Ice: Wealth Management for NHL Players During COVID-19
With the anticipated return of NHL hockey coming on January13th for a 56-game regular season, some semblance of normalcy is back in the hockey world, although it remains to be seen how many games are actually played in the 2021 season. While vaccines are now being distributed throughout Canada and the US, full arenas and […]...
Clip: Transitioning to life after hockey20210105095400
Clip: Transitioning to life after hockey
We interviewed Kent Manderville, former NHL player and Director of the IP Hockey Family Office, about the challenges transitioning out of hockey life. Listen to the full interview on the IP360° podcast on Podbean....