STELLAR PROFESSIONAL

STELLAR CONNECTION

https://podcast.stellarconnection.com/feed.rss

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: stellarconnection.podbean.com

Autor

STELLAR PROFESSIONAL

Kategoria

Business

Ostatni odcinek

9 cze 2026

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Odcinki

Cross- Border Financial Planning 09.06.2026

Today’s financial decisions increasingly extent beyond one jurisdiction,, one tax system, or one discipline. Whether through business interest, investments, family ties, real estate ownership, relocation, retirement planning, or international exposure, cross border complexity requires coordinated and sophisticated advice. Our role is to simplify complexity, identify planning opportunities, manage...

Demystifying Financial Advice 17.03.2026

Financial 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 managing financial uncertainty.

Choosing a Financial Advisor 30.01.2026

Join 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 19.01.2026

Our Philosophy- Clarity, Stewardship, Alignment. At Stellar Wealth Group, fees are not a transaction. They represent a long-term commitment to stewardship, clarity, and disciplined decision- making. Our clients engage us to simplify complexity, protect what they have built, and make confident financial decisions across decades- knowing nothing important is being overlooked. We believe the true val...

From Mystery to Metal: Investing In Gold & Sliver 28.09.2025

Dan 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 lessons they’ve learned in the gold and silver industries, and how those insights have shaped their investment decisions. For any more questions for Dan and Janine reach out to them @Yungwirth.group@stellarwealthgroup.com

The Entrepreneur’s Edge Pros, Cons and Realities 28.09.2025

Join 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 future entrepreneurs who may be looking for guidance. Feel free to reach out to Dan and Janine with the email written below. @Yungwirth.group@stellarwealthgroup.com

Running A Sole Proprietorship: How To Handle Your Taxes Like A Pro 12.08.2025
Life After The Death Of a Spouse 13.05.2025

Join 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 17.04.2025

Join 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 11.04.2025

Join 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.

THE STELLAR PROCESS 03.04.2025

Experience the Stellar Approach to help you LIVE MORE and WORRY LESS.

Investing in Real Estate- Ep#6 20.03.2025

Join 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 episode series.

The Why Behind Stellar-Ep#5 01.03.2025

Join us as Stefanie CEO of Stellar Wealth & Tax Professionals, discusses the “why behind the why” of Stellar.

Big Ticket Items-Ep#4 13.02.2025

Featuring 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 for your winter getaway!

Unraveling Tax Complexity- Ep#3 30.01.2025

Featuring 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 provide listeners clarity on how best to approach tax filing for 2024 tax year.

Divergent Paths- Ep#2 24.01.2025

In 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 that work/live cross border and Stefanie articulates the importance of the current state of affairs and the impact to clients

Manifest Your Goals for 2025- Ep#1 16.01.2025

Episode #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!

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