In this episode we’re joined by Dr. Preet Banerjee to discuss his recent doctoral thesis that sheds light on the value of financial advice Links and resources from today's episode: Preet Banerjee Website The Thesis: A multi-dimensional analysis of the value of financial advice to households in Canada Publications: Globe & Mail Money Sense LinkedIn YouTube Dr. Preet Banerjee Originally trained as a neuroscientist, Preet Banerjee now excels within the world of finance. Best known as a financial panelist on CBC’s The National and as a contributor to The Morning Show on Global, Baner ..read more

In today’s episode is part 4 of a 4-part series on financial advice and what to look for in an advisor.  Today we’re going to answer your questions. A big thanks to those who have shared their questions with me, you can as well if you have any suggestions for topics or guest speakers for the podcast or just general questions, by emailing me at info@retirereadypodcast.com.   Links from today's episode: The Society of Real Financial Advisors on Twitter: https://twitter.com/SocietyofAdvice Real Work and the Secret Society of Financial Planners Morningstar's Canadian Fund ..read more

4. Advisor Fees In this episode we discuss what options are out there, what is a fair or reasonable fee to pay your advisor, and which of the options makes the most sense for you. Links from today's episode: Financial Planning Association of Canada (FPAC) Pro Bono Directory: https://www.fpassociation.ca/305565/Page/Show?ClassCode=Page&Slug=pro-bono-financial-planning The end of Deferred Sales Charges:  https://www.osc.ca/en/news-events/news/osc-implement-ban-deferred-sales-charge-option-harmonizing-rule-across-canada https://www.securities-administrators.ca/news/canadian-securities-re ..read more

Welcome to Episode 2 of the Retire Ready Podcast.   In this episode we talk about if you need a financial advisor/planner, what value and advisor brings, the difference a real financial advisor/planner makers.  You can find all episode, show notes, and more information by clicking here: https://retirereadypodcast.com Links from today's episode:  S&P Indicies vs Active Canada End of 2022 Report: https://www.spglobal.com/spdji/en/spiva/article/spiva-canada/ Vanguard Investments Canada Advisor Alpha: https://www.vanguard.ca/content/dam/intl/americas/canada/en/documents/gas ..read more

Welcome to Episode 1 of the Retire Ready Podcast. In today's inaugural episode we introduce you to our host, Scott Sather, talk about why we've started the podcast, who this podcast is for, and why you should listen in & hopefully subscribe. We also talk briefly about what a Fiduciary is and why it should be important to you. You can find  all the episodes, show notes and more information by clicking here: https://retirereadypodcast.com Links from today's episode:  https://www.investopedia.com/ask/answers/042915/what-are-some-examples-fiduciary-duty.asp https://www.awakenwea ..read more