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Kornel Szrejber and Kornel Szrejber: Investor에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Kornel Szrejber and Kornel Szrejber: Investor 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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The Top Money Blind Spots and Questions Canadians Have

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Manage episode 431499611 series 2657140
Kornel Szrejber and Kornel Szrejber: Investor에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Kornel Szrejber and Kornel Szrejber: Investor 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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 에피소드

Artwork
icon공유
 
Manage episode 431499611 series 2657140
Kornel Szrejber and Kornel Szrejber: Investor에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Kornel Szrejber and Kornel Szrejber: Investor 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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 에피소드

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