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Podcast: The Most Hated F-Word
Episode: The Evolution of The Financial Plan With Jason Heath CFP
Description: With Jason Heath | CFP | Fee-Only / Advice-Only Financial Planner at Objective Financial Partners Inc
Bio:
Jason has been providing fee-only, advice-only financial planning since 2001 and is one of Canada’s best-known fee-only financial planners. He is currently a personal finance columnist for the Financial Post, MoneySense, and Canadian MoneySaver, and is regularly featured in other publications like the Toronto Star and Globe & Mail.
Highlights:
What is fee-only financial planning?Why communicating and educating should be central to all financial plansThe actual value of a financial planningThe value of being financially organizedHow financial planning provides peace of mind for consumersWhy connection is so...