Ep. 5 Case Conference: Debt, Saving, Investing
Listen now
Description
Today’s show features our first case conference supplemental episode. We’ve built several cases, complete with figures, to expand upon our primary episode's discussions on debt, saving, and investing. These scenarios reflect common queries and challenges we frequently encounter from our audience. While we hope you can draw parallels to your own circumstances from these cases, it's crucial to understand that this isn't personalized advice. We aren't offering specific recommendations. However, our goal is for you to find elements in these cases that resonate and assist you in navigating your own financial journey, whether independently or with a consultant. Our first case study is one that many people will be able to relate to. We focus on a recent graduate, with a substantial amount of debt, with no investments or savings, and break down how they should go about navigating their financial wealth journey. Tuning in you’ll hear a breakdown of the numbers for this case study, how to build competence and a financial plan, how your tolerance for debt will influence your financial decisions, plus a whole lot more. Join us for our first in-depth case study as a supplement to our main episode!   Links From Today’s Episode: Benjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Dr. Mark Soth (The Loonie Doctor) — https://www.looniedoctor.ca/ Dr. Mark on X — https://twitter.com/LoonieDoctor Money Scope Episode 5 — https://moneyscope.ca/2024/01/12/episode-5-debt-saving-investing/ Rational Reminder Episode 226: Colonel Chris Hadfield — https://rationalreminder.ca/podcast/226 Medical Student Debt Repayment in Early Practice — https://www.looniedoctor.ca/2022/12/30/medical-student-debt-repayment-2/      
More Episodes
Today, we bring you another live episode, this time from the Annual Canadian Physician Financial Wellness Conference. We answer a series of compelling audience questions — drawing on information from past episodes — that meaningfully impact both sides of the client-advisor relationships. To kick...
Published 11/15/24
Published 11/15/24
Today’s episode comes to you live from the 22nd Institute for Advanced Financial (IAFP) Planning Conference in Gatineau, Quebec, recorded in front of an audience of professional financial planners. For this special episode, we cover key planning issues for incorporated business owners and walk...
Published 11/08/24