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Understanding Segregated Funds with Mark McGrath

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Manage episode 412968998 series 2851814
Content provided by Evan Neufeld, CFP® and Evan Neufeld. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evan Neufeld, CFP® and Evan Neufeld or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week I'm joined by Mark McGrath as we dig into segregated funds. These investment vehicles blend mutual funds with insurance and offer unique guarantees but….. the benefits to investors are less clear.
We delve into fees, performance, guarantees and other pros and cons.
We also examine the human side, critiquing sales practices and exploring seg funds in estate planning.
Whether you're a seasoned investor or just starting out, this episode provides essential guidance for informed decision-making in the Canadian investment landscape.
🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing

🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast

Get your money organized - Your Full Financial Picture Spreadsheet

  continue reading

Chapters

1. Understanding Segregated Funds with Mark McGrath (00:00:00)

2. Understanding Segregated Funds in Canada (00:00:08)

3. Segregated Funds (00:08:38)

4. Understanding Segregated Funds and Benefits (00:17:48)

5. Segregated Funds and Estate Planning (00:29:07)

6. Evaluating Segregated Fund Contracts (00:40:11)

7. Issues With Segregated Fund Sales (00:46:06)

8. Mutual Funds and Segregated Funds (00:54:31)

185 episodes

Artwork
iconShare
 
Manage episode 412968998 series 2851814
Content provided by Evan Neufeld, CFP® and Evan Neufeld. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Evan Neufeld, CFP® and Evan Neufeld or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week I'm joined by Mark McGrath as we dig into segregated funds. These investment vehicles blend mutual funds with insurance and offer unique guarantees but….. the benefits to investors are less clear.
We delve into fees, performance, guarantees and other pros and cons.
We also examine the human side, critiquing sales practices and exploring seg funds in estate planning.
Whether you're a seasoned investor or just starting out, this episode provides essential guidance for informed decision-making in the Canadian investment landscape.
🌳 Connect with Evan and Cedar Point Wealth | Services and Pricing

🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast

Get your money organized - Your Full Financial Picture Spreadsheet

  continue reading

Chapters

1. Understanding Segregated Funds with Mark McGrath (00:00:00)

2. Understanding Segregated Funds in Canada (00:00:08)

3. Segregated Funds (00:08:38)

4. Understanding Segregated Funds and Benefits (00:17:48)

5. Segregated Funds and Estate Planning (00:29:07)

6. Evaluating Segregated Fund Contracts (00:40:11)

7. Issues With Segregated Fund Sales (00:46:06)

8. Mutual Funds and Segregated Funds (00:54:31)

185 episodes

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