Financial Advisor or DIY: Navigating Your Way Through Financial Advice Options, with Jim Yih

The MapleMoney Show

Do you ever feel overwhelmed by choices you have when it comes to managing your investments? In addition to the multitudes of financial advisors vying for attention, there are dozens of online brokers and robo-advisors. No wonder it’s so hard to know what to do with your portfolio. Thankfully, my guest this week is here to help you sort things out.

Jim Yih is the founder of RetireHappy.ca, Best Selling Author, and Financial Speaker on wealth, retirement and personal finance. Jim takes us through the history of financial advice in Canada, and explains where things stand today. By the end of the episode, you should have more confidence about where and how to invest your money.

You can find the show notes for this episode at https://maplemoney.com/158

Did you know that 57% of Canadian adults don’t have a will? Willful has made it more affordable, convenient, and easy for Canadians to create a legal Will and Power of Attorney documents online from the comfort of home.

In less than 20 minutes and for a fraction of the price of visiting a lawyer, you can gain peace of mind knowing you have a plan in place to protect your children, pets, and loved ones in the event of an emergency. Get started for free at https://maplemoney.com/willful and use promo code MAPLEMONEY to save 15%.