Posts Tagged ‘investments’
Ep. #562 | How to Prepare for an FNA Call
Listen on Apple Podcasts Listen on Spotify In this episode, we break down exactly what you need to prepare for a Financial Needs Analysis – whether you’re working with Chris or just want to get your financial house in order on your own. The 7 Essential Items You Need: Key Takeaways Let’s dive in! Thank…
Read MoreEp. #550 | 3 Ways to Help Your Kids Build Wealth
Listen on Apple Podcasts Listen on Spotify In this episode, Jenn and Chris dive deep into practical strategies for helping your children (and grandchildren) build wealth from an early age. They share personal stories, case studies, and actionable tips on using RESPs, TFSAs, and even family business opportunities to set the next generation up for…
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