Listen on Google Play Music

The Financial Advice For All Podcast

Episode 6: 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.

Episode 5: 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.

Episode 4: In this episode, we talk with Elke Rubach, LLB, LLM, CLU, Principal of Rubach Wealth about women and finance, the importance of leaving a legacy, and much more.

Episode 3: 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.

Episode 2: In our second episode, we talk with Curtis Findlay, CFP and Chair of the Advocis Technology Task Force, about the impact of financial technologies on personal finance.

Episode 1: 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. Disclaimer.

Intro: Alexis, one of the show’s co-hosts, introduces the podcast and talks about some of the financial challenges millennials face.

“The Financial Advice for All podcast is intended to be used for informational purposes only, and does not provide accounting, tax, investment, legal or other professional advice.  Before making any decision or taking any action, you should consult an independent and appropriately qualified professional.  You can review our full Terms of Use at https://financialadviceforall.com/termsofuse