Latest / Your Retirement Planning Simplified
EP #53: Next-Level Financial Planning: Unleash Your Potential with a Wealth Advisor - Preet Banerjee
Joe welcomes Dr. Preet Banerjee to "Your Retirement Planning Simplified". Preet is a well-known Canadian personal finance and investing expert, Globe and Mail columnist, host of OWN's TV show Million Dollar Neighbourhood, and author of the popular blog WhereDoesAllMyMoneyGo.com. They delve into Preet's research on the value of financial advice.
Dr. Banerjee candidly shares his insights on the evolution of the financial advice industry, exploring its transformation from transactional beginnings to the holistic approach demanded by today's dynamic landscape.
Read the full show notes and find…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.