Episode Synopsis "CEB 013 2 Of The Most Important Steps Your Financial Advisor Is Missing"

The one about why your investment advisor keeps missing the 2 most important steps in financial planning

Listen "CEB 013 2 Of The Most Important Steps Your Financial Advisor Is Missing"

More episodes of the podcast Confessions of an Ex Banker

• DYI Investor Performance versus the markets
• The Perfect Financial Planning Process And Why You May Not Be Getting It
• When It Comes To Investing You Only Have 4 Choices
• CEB 026 How To Protect Yourself When Buying A Banking Product
• CEB 025 Continued Fallout From The Banking Scandal
• CEB 024 The TD Canada Trust Scandal And How To Protect Yourself
• CEB 023 The Unbiased RRSP Advice Corner Part 6-6
• CEB 022 The Unbiased RRSP Advice Corner Part 5-6
• CEB 021 The Unbiased RRSP Advice Corner Part 4-6
• CEB 020 The Unbiased RRSP Advice Corner Part 3-6
• CEB 019: The Unbiased RRSP Advice Corner Part 2-6
• CEB 018 The Unbiased RRSP Advice Corner Part 1-6
• CEB 017 8 Steps To An Awesome Retirement
• CEB 016 Your Most Common Questions Answered
• CEB 015 6 Money Saving Strategies You Can Use Right Away By Avoiding Your Bank
• CEB 014 The 4 Mistakes Bankers Always Make When Advising You
• CEB 013 2 Of The Most Important Steps Your Financial Advisor Is Missing
• CEB 012 The Next Best Investment Alternative to ETFs
• CEB 011 Exposing All The Fees That Mutual Funds Charge
• CEB 010 A Tax Planning Strategy That Most Investors And Their Banker Miss Out On
• CEB 009 Morning Staff Meetings
• CEB 008 Volatility And What Your Banker Never Told You
• CEB 007 Eight Questions To Judge Your Current Financial Planner
• CEB 005 What A Real Financial Plan Should Look Like
• CEB 004 Fear Mongering and Scandals
• CEB 003 Conflict of Interest Situations
• CEB 002 Guaranteed Investments,best choices
• CEB 001 ETFs
• CEB 000 Introduction