Navigating Uncertainty | Conversation with Brett Martinson (Parallel Wealth)

55 лет назад

839 Просмотров

In this episode of Steadyhand Coffee Break, David Toyne sits down with Brett Martinson, a seasoned financial planner from Parallel Wealth, to discuss the pressing financial concerns of Canadians in 2024.

From political and market uncertainties to inflation worries, Brett shares valuable insights on how he guides clients through economic turbulence and financial planning challenges, especially when it comes to retirement goals and family assistance.

The conversation also touches on crucial decisions like helping adult children with home down payments and the importance of incorporating legal advice in financial planning. This episode offers a blend of practical strategies and thoughtful guidance for anyone navigating financial complexities.

🔹RESOURCES 🔹
Parallel Wealth Website: www.parallelwealth.com
Parallel Wealth YouTube Channel: www.youtube.com/parallelwealth

🔹Video Chapters 🔹
0:00 Introduction
0:34 Politics, inflation – other issues on clients’ minds
5:16 How to know if your plan is good enough - psychology vs. math
7:45 Helping kids with down payments while safeguarding your retirement
12:44 Financial wellness of Canadians

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