Life Event

Ep 057: Dependent Planning 101

Dependent planning 101
- Are you someone’s guardian? Why you need to have a sound financial plan in place
- The importance of having conversations, and the tough questions to ask
- Critical issues surrounding life events of dependents, and the expenses that are associated
- The impact on your cash flow
- Weddings: the best way to calculate the potential expense
- Should you provide a cash gift to your child?
- The importance of enlisting the professional help of a Certified Financial Planner

Ep 021: Diversifying Your Sources of Income

Protect your pension and keep your hands on the wheel!

Diversifying your sources of income and preparing for retirement

- New pension rules and savvy tips for retirement plans
- How to maintain a diversified portfolio
- The key differences in employer retirement plans
- How to protect your retirement during a major life change