Artwork

Innehåll tillhandahållet av Kornel Szrejber and Kornel Szrejber: Investor. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Kornel Szrejber and Kornel Szrejber: Investor eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !

Planning Your Own Retirement: A Rare Peek into a Canadian Financial Planner’s Playbook

58:54
 
Dela
 

Manage episode 463993609 series 80331
Innehåll tillhandahållet av Kornel Szrejber and Kornel Szrejber: Investor. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Kornel Szrejber and Kornel Szrejber: Investor eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Have you ever wondered how financial planners in Canada plan their own retirement once they decide to retire?

Our guest today is a recurring guest that we’ve had on the show many times. He’s a fee-for-service financial planner with decades of experience in the industry, and while he’s not retired yet, he’s gotten to that age where he’s getting really close, and so it makes sense for him to do a more thorough financial plan for himself, for his own retirement.

And so, I thought it would be useful for us to look under the hood, and hear his thought process when planning his own retirement as a Canadian, as surely there are nuggets of wisdom, best practices, strategies, tactics and insights that he’s applying when planning his own retirement, that we can then use ourselves, in our own finances.

Enjoy the episode!

Links from the Episode:

A big thanks to John for offering a free 30 minutes consultation to Build Wealth Canada listeners. You can speak to John for free by going to: BuildWealthCanada.ca/john

  continue reading

195 episoder

Artwork
iconDela
 
Manage episode 463993609 series 80331
Innehåll tillhandahållet av Kornel Szrejber and Kornel Szrejber: Investor. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Kornel Szrejber and Kornel Szrejber: Investor eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Have you ever wondered how financial planners in Canada plan their own retirement once they decide to retire?

Our guest today is a recurring guest that we’ve had on the show many times. He’s a fee-for-service financial planner with decades of experience in the industry, and while he’s not retired yet, he’s gotten to that age where he’s getting really close, and so it makes sense for him to do a more thorough financial plan for himself, for his own retirement.

And so, I thought it would be useful for us to look under the hood, and hear his thought process when planning his own retirement as a Canadian, as surely there are nuggets of wisdom, best practices, strategies, tactics and insights that he’s applying when planning his own retirement, that we can then use ourselves, in our own finances.

Enjoy the episode!

Links from the Episode:

A big thanks to John for offering a free 30 minutes consultation to Build Wealth Canada listeners. You can speak to John for free by going to: BuildWealthCanada.ca/john

  continue reading

195 episoder

Alla avsnitt

×
 
Loading …

Välkommen till Player FM

Player FM scannar webben för högkvalitativa podcasts för dig att njuta av nu direkt. Den är den bästa podcast-appen och den fungerar med Android, Iphone och webben. Bli medlem för att synka prenumerationer mellan enheter.

 

Snabbguide

Lyssna på det här programmet medan du utforskar
Spela