There’s a big difference between getting financial advice and having a true financial plan, and many successful families don’t realize they’re only getting the former. In this episode, Jason Nagel shares a real-world story of a business owner who learned that difference the hard (and costly) way, missing out on $500,000 in tax savings simply because no one had done proper planning.

If you're unsure whether you're getting advice or real planning, visit Three60wealth.ca/planning to access our free self-assessment tool. It takes just a few minutes and could save you far more.

In this episode, we tackle an important question that many Canadians haven’t thought to ask: What’s the real cost of your financial advisor? And we’re not just talking about fees, we’re talking about missed opportunities, unnecessary taxes, and the difference between reactive financial advice and proactive, holistic financial planning.

Jason Nagel breaks down how to tell the difference between the two and why it matters, especially for high-net-worth families and business owners. If your current advisor is only talking to you once a year about your investment returns, you might be missing out on a much deeper and more strategic approach to building and preserving wealth.

To help you assess where you stand, we’ve created a free 20-point checklist that outlines the difference between financial advice and true financial planning. Download it now at: three60wealth.ca/planning

In this episode of the Family Office Insider podcast, Jason Nagel discusses a critical but often overlooked part of estate planning: preparing your children to responsibly manage the wealth they will eventually inherit. Jason shares practical strategies high-net-worth families can use to educate their kids about money management, taxes, investments, and working with professional advisors. He also highlights why early financial education is essential, not just for handling an inheritance, but for building lifelong financial competence.

Jason explains how involving your children in meetings with accountants and portfolio managers can demystify financial discussions and help them develop the confidence to make smart decisions. If you're looking for a planning-focused advisory firm that is not focused on product sales, visit three60wealth.ca to book a complimentary consultation.

Listen now to learn how to equip the next generation for success!