Real Talk With Gary - Real Estate Investing
Episode 80 (Archives) - Classic Financial Planning Mistakes w/Kathleen van den Berg
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:44:32
- Mas informaciones
Informações:
Sinopsis
Gary chats in this archive episode with financial planner Kathleen Van Den Berg. Gary and Kathleen discussed the classic financial planning mistakes that most Canadians make, and Kathleen believes that there are many aspects of traditional financial planning today that are fundamentally flawed. Kathleen deals with life insurance, wealth insurance, RRSPs, etc. She considers herself a ‘wealth strategist’, as she recommends and helps her clients with investments such as real estate, which traditionally does not fall under the umbrella of financial planning. What you'll learn: * The MOST common mistake most Canadians make with financial planning * Why Kathleen’s multi pronged approach examines all aspects of a client’s money profile and how they integrate * Should you invest in RRSPs for tax strategies or retirement, THE ANSWER MIGHT SURPRISE YOU! * What Kathleen thinks about RESPs, and why the funds are locked if they don’t go to school * Do you have the correct life, disability, home and auto insurance? * Why K