Host Al Jones is joined by Will Britton, Jackie McCann-Scott, Jennifer Murphy and Seema Sharma to offer their thoughts and experiences on the best advice that financial advisors can offer to clients on the money, buying, planning and life event basics that make up financial literacy.
For more resources on financial literacy during Financial Literacy Month 2020, visit www.financialadviceforall.com.
Nov 10, 2020
44 min
In this special Financial Literacy Month episode of the Financial Advice For All podcast, Cindy Marques, a Certified Financial Planner and Financial Literacy Advocate, and Laurie Martin, a Certified Trauma Treatment Specialist and Elder Planning Counselor, talk about the financial challenges millennials face, the changing meaning of retirement, the differences between tracking your spending and having a budget, and much more. This podcast can help you take charge of your finances today. Visit FinancialAdviceForAll.com for more information.
Oct 31, 2019
38 min
In Episode 5 of the Financial Advice for All Podcast, best-selling author and commercial litigator Ellen Bessner of Babin Bessner Spry LLP talks about how to close the communication gap between yourself and your financial advisor. She examines why it is important for you to open up about your personal experiences, spending habits and goals to get the best financial advice.
Ellen Bessner is a litigator and regulatory defence lawyer. She is the author of two books, the best-selling Advisor at Risk and its sequel, Communication Risk, available at BabinBessnerSpry.com.
Sep 10, 2019
20 min
In Episode 4 of Financial Advice for All, we talk to Elke Rubach of Rubach Wealth about women in finance, the importance of leaving a legacy, and much more.
Apr 16, 2019
16 min
In this episode, we talk with Jane Blaufus, CLU and author of the best-selling book "With The [Stroke] Of A Pen, Claim Your Life," about how to be financially prepared for an unexpected death or illness in the family.
Feb 8, 2019
21 min
In this episode, we talk with Curtis Findlay, CFP and Chair of the Advocis Technology Task Force, about the impact of financial technologies on personal finance.
Jan 9, 2019
35 min
Co-host Alexis Vivian introduces the Financial Advice For All podcast and talks about the financial challenges facing millennials.
Nov 1, 2018
6 min
In our first episode, we talk about the importance of financial advice with Devin Cattelan, Portfolio Manager at HollisWealth, a division of Industrial Alliance Securities, Inc.
Oct 30, 2018
20 min