Podcast

Episode #43 “The Evolution of The Financial Plan”

Podcast: Play in new window | Download (Duration: 52:32 — 48.1MB) | Embed

With Jason Heath | CFP | Fee-Only / Advice-Only Financial Planner at Objective Financial Partners Inc

Bio:

Jason has been providing fee-only, advice-only financial planning since 2001 and is one of Canada’s best-known fee-only financial planners. He is currently a personal finance columnist for the Financial Post, MoneySense, and Canadian MoneySaver, and is regularly featured in other publications like the Toronto Star and Globe & Mail.

Highlights:

What is fee-only financial planning?
Why communicating and educating should be central to all financial plans
The actual value of a financial planning
The value of being financially organized
How financial planning provides peace of mind for consumers
Why connection is so important when working with a financial planner.
What trends are coming for the financial planning industry
We hear Jason’s perceptive on cryptocurrency
Jason shares his perspective on the real estate market

Links:

Jason’s LinkedIn Profile CLICK HERE
Jason’s company website CLICK HERE

On June 3, 2021 • By maslyks1

About maslyks1

As a Certified Financial Planner and plenty of learnings through the “school of hard knocks” my goal is to share my money relationship with others in the hopes it helps others to explore their own relationships.