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How is my Financial Health, Doc?

How is my Financial Health, Doc?

Business

How do you know you have a good financial advisor?

How do you know you have a good financial advisor?

2020-10-11
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You are "working" with a financial advisor. Is she/he working with your best interest at heart? Does she/he exercise her/his fiduciary duty towards you? Or is she/he another salesman? How can you tell? Well, this is what an insider can share with us.

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More Episodes

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Herd Mentality: driving towards FOMO and it is dangerous!
2021-09-01 202
You want to do Capital Stripping, really? Is there a better alternative? Terminal Funding from a Private Pension Plan
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What are REITs (Real-Estate Investment Trusts)? If you don't know, here is where you will learn it! Everything you need to know and more...
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Intergenerational wealth transfer made possible with private pension plans for healthcare professionals
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2021-07-04 221
Find your Zen and rebalance!
2021-06-25 206
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College Complaint: Understanding the root cause (it is financial BTW) can help prevent the next one.
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RESP Hacks: Make your money go even further!
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Therapy for the wallet - 3: Should I incorporate?
2021-04-17 192
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2021-04-03 227
Critical Encounter (with the Advisor)
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Segregated Funds: investments with an insurance wrapper (Part 2)
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Segregated Funds: investments with an insurance wrapper (Part 1)
2021-03-05 301
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