Is your financial plan working for you?
02/27/21 • 20 min
1 Listener
We all know what a financial planner does, right?
We make assumptions.
We believe they are doing all the right things for us.
Sara McCullough breaks down the myths, and the mistakes people make, when working with their financial planner, or choosing one.
They are the planner, but it is your money, it’s YOUR plan. That makes sense.
Got a question for Sara? Send her an email at [email protected] and she might respond to it in an upcoming episode
Sara's website is https://www.wddevelopment.ca/
We all know what a financial planner does, right?
We make assumptions.
We believe they are doing all the right things for us.
Sara McCullough breaks down the myths, and the mistakes people make, when working with their financial planner, or choosing one.
They are the planner, but it is your money, it’s YOUR plan. That makes sense.
Got a question for Sara? Send her an email at [email protected] and she might respond to it in an upcoming episode
Sara's website is https://www.wddevelopment.ca/
Next Episode
Your home office and your tax return
1 RecommendationsThousands of Canadians have been working from home for one entire year.
There are many pros & cons, but how does your new “workspace” or “home office” impact your taxes?
What are the benefits?
What can you claim or stay away from?.
Sara talks with our tax expert, James Rhodes. A person who had a front row seat to all the tax mistakes we all make because he worked for the Canada Revenue Agency. An insightful, impactful and timely inside look at the landlines that await when filing your 2020 taxes.
Guest: James Rhodes
[email protected]
See James' presentation information https://www.wddevelopment.ca/Tax-Management.htm
Got a question for Sara? Send her an email at [email protected] and she might respond to it in an upcoming episode
Sara's website is https://www.wddevelopment.ca/
Sara Makes Sense - Is your financial plan working for you?
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