Kathy Waite Your Net Worth Manager Podcast

Sinopse

My name is Kathy Waite, Your Net Worth Manager . My business is money makeovers. I offer a financial facelift that will realistically transform the money you currently have so you can stop worrying , start living , doing the things that matter to you guilt free. Lets turnaround the way you think about money. Plans before products!

Episódios

  • Reality Based Retirement Planning

    Reality Based Retirement Planning

    06/10/2018 Duração: 08min

    I believe there's a huge problem with the way financial planning is currently practiced by most advisors. Because it's just not reality for regular people.

  • Why You Need Long And Short Term Plans (or best guesses)

    Why You Need Long And Short Term Plans (or best guesses)

    04/10/2018 Duração: 06min

    Why is it so hard to plan for the future ? Even when we are talking about fun stuff why is so hard to visualize it?

  • Why You Need a Fiduciary Advisor

    Why You Need a Fiduciary Advisor

    25/09/2018 Duração: 08min

    If there was one thing I could fix that would help every family in Canada make the most of what they have, do you know what that would be? This is the link to Larry Elford’s YouTube video including Ed Clark, a recently retired head of TD Bank, talking about dysfunctional greed cultures without a moral compass in business.   https://youtu.be/23xWWsGp6vU

  • What is fee only or fee for service financial planning and how it helps you make the most of your money

    What is fee only or fee for service financial planning and how it helps you make the most of your money

    17/04/2017 Duração: 04min

    If you are worried about your financial future and want to know who you can ask for help listen in. Kathy Waite with 30 years experience explains how different advisors work and are paid and who to trust or not. Your Net Worth Manager www.yournwm.ca    306 535 2255 

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