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The Top Money Blind Spots and Questions Canadians Have

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Manage episode 431499611 series 2657140
Contenu fourni par Kornel Szrejber and Kornel Szrejber: Investor. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Kornel Szrejber and Kornel Szrejber: Investor ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

In this episode, I interview two professional financial planners to discover what are the most common questions that they receive when working with Canadians.

Our two guests are also going to cover what the most important and frequently occurring blind spots are that we Canadians tend to make in our own finances.

We also cover how to know if you are on-track to reach financial independence and retire early, or if you have enough to retire comfortably.

We cover all this and more, as we tackle the top questions that Canadians have, here in Canada.

Our guests today are Hannah McVean and Thuy Lam from Objective Financial Partners. They are both fee-for-service financial planners, are both Certified Financial Planners (CFP), and they and their firm don’t sell any investments and instead focus on providing unbiased, conflict-free financial planning advice.

Hannah was actually a guest on our January episode with Jason Heath and that was our most popular episode this year. So, it’s great to have her back, along with Thuy to get multiple perspectives on these most popular questions that Canadians have.

Resources & Links Mentioned:

You can book a free introductory meeting with Hannah, Thuy and their team at buildwealthcanada.ca/plan. As a Build Wealth Canada listener, you’ll get 10% off if you end up working with them. The discount is for a limited time, and you can sign up for free here. A big thanks to Hannah and Thuy for offering this to Build Wealth Canada listeners.

  continue reading

127 episodes

Artwork
iconPartager
 
Manage episode 431499611 series 2657140
Contenu fourni par Kornel Szrejber and Kornel Szrejber: Investor. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Kornel Szrejber and Kornel Szrejber: Investor ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

In this episode, I interview two professional financial planners to discover what are the most common questions that they receive when working with Canadians.

Our two guests are also going to cover what the most important and frequently occurring blind spots are that we Canadians tend to make in our own finances.

We also cover how to know if you are on-track to reach financial independence and retire early, or if you have enough to retire comfortably.

We cover all this and more, as we tackle the top questions that Canadians have, here in Canada.

Our guests today are Hannah McVean and Thuy Lam from Objective Financial Partners. They are both fee-for-service financial planners, are both Certified Financial Planners (CFP), and they and their firm don’t sell any investments and instead focus on providing unbiased, conflict-free financial planning advice.

Hannah was actually a guest on our January episode with Jason Heath and that was our most popular episode this year. So, it’s great to have her back, along with Thuy to get multiple perspectives on these most popular questions that Canadians have.

Resources & Links Mentioned:

You can book a free introductory meeting with Hannah, Thuy and their team at buildwealthcanada.ca/plan. As a Build Wealth Canada listener, you’ll get 10% off if you end up working with them. The discount is for a limited time, and you can sign up for free here. A big thanks to Hannah and Thuy for offering this to Build Wealth Canada listeners.

  continue reading

127 episodes

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