Your Retirement Planning Simplified
EP #53: Next-Level Financial Planning: Unleash Your Potential with a Wealth Advisor - Preet Banerjee
07 Sep 2023
Joe welcomes Dr. Preet Banerjee to "Your Retirement Planning Simplified". Preet is a well-known Canadian personal finance and investing expert, Globe and Mail columnist, host of OWN's TV show Million Dollar Neighbourhood, and author of the popular blog WhereDoesAllMyMoneyGo.com. They delve into Preet's research on the value of financial advice. Dr. Banerjee candidly shares his insights on the evolution of the financial advice industry, exploring its transformation from transactional beginnings to the holistic approach demanded by today's dynamic landscape. Read the full show notes and find more information here: EP 53 Show Notes
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