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Ep #117: Good Portfolio Management Won’t Make Up for Bad Financial Planning
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Innhold levert av Joseph Curry and CFP Professional. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Joseph Curry and CFP Professional eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this episode of Your Retirement Planning Simplified, Joe Curry and Lindsay Wilson explore why good portfolio management can’t compensate for bad financial planning, drawing insights from FP Canada’s Financial Planning Conference and Benjamin Felix’s investment lessons. They emphasize the importance of goal-oriented financial planning over stock-picking, highlighting Warren Buffett’s advocacy for index investing as evidence. Key topics include tax-efficient strategies, retirement income styles, account optimization (RRSPs, TFSAs, CPP, OAS), and estate planning. Learn actionable steps to align your portfolio with your retirement goals and discover the RISA framework to better understand your income style.
Read the full show notes and find more information here: Ep 117 Show Notes
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