We are introducing a new regular feature to the podcast, the Financial Planning edition with Senior Portfolio Manager, Benjamin Klein, CFA, CFP. Benjamin joins Barry to discuss topics like – what is financial planning; does everyone need a financial plan; and, mistakes people make as they prepare for retirement. The feature discussion in our inaugural Financial Planning podcast is about the recently introduced First Home Savings Account.
We plan on dropping a Financial Planning podcast once a month so please send us your feedback and questions!
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?
Long Term Investing Podcast can also be found on Spotify & Apple.
