Description
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.
On today’s episode we have another Canadian guest, Kyle Prevost, who achieved financial independence at an early age (he was able to pull it off in his 30s). He’s also done hundreds of financial talks and interviews over the years with both regular Canadians, and some of the most highly respected...
Published 10/16/24
We all spend decades accumulating and growing our net worth, along with many hours of research and studying to optimize our investments and minimize our taxes as Canadians. But what if a single incident wipes all that out? or even just a large portion of it out? Wouldn't it be completely...
Published 10/02/24