0:00: Intro
0:50: Introducing Benjamin Klein
3:49: What is Financial Planning?
5:08: Should one get a CFA or CFP?
7:37: Does everyone need to do a financial plan?
13:12: The value of knowing your clients
15:22: Mistakes people make as they prepare for retirement
25:00: Building in a margin of safety into your financial plan
27:50: Not getting too conservative too soon
30:20: All about the First Home Savings Account
36:30: If I can do only one contribution - RSP/TFSA/FHSA - which one should I do?
We are introducing a new regular feature to the podcast, the Financial Planning edition with, Benjamin Klein, CFA, CFP and Senior Portfolio Manager at Baskin Wealth Management.
Benjamin joins Barry to discuss topics like, What is Financial Planning, Does everyone need a Financial Plan? Mistakes people make as the prepare for retirement. Then the feature discussion is about the First Home Savings Account. We plan on dropping a financial planning podcast once a month so please let us know your feedback and questions!