An interview with a financial planner (with special guest, Janea Dieno)

I stumbled across Janea a number of years ago following my divorce.  I was feeling a bit scared, and financially unprepared for my new life.  Lawyers typically do not have a built-in pension plan/investment plan through work - and we are really good at giving advice to our clients about financial stability, but often forget to implement this advice for ourselves.  I am so grateful that I got to know Janea and now have her as a part of my personal financial team.  Janea and I have something in common.  We both believe that clients need to be empowered to make financial decisions for themselves - and that discussions about tax and finances do not always have to be so complicated!  In this episode, we let you eavesdrop on our conversation - we will be exploring what it means to be a financial planner (8:30), how to choose a planner that is right for you, and will discuss the difference between an RRSP, a TFSA, and a non-registered account, including how these various investment vehicles are taxed (36:27).  Finally, we explore the exciting world of "segregated funds" (44:15).  Want to have something smart to say on your next Zoom call with friends?  Then, you need to listen to this episode!RESOURCES DISCUSSED ON THE EPISODELittle Stories for Tiny People Podcast (https://www.littlestoriestinypeople.com/)Growing your Financial Advisory Practice Podcast (https://podcasts.apple.com/ca/podcast/growing-your-financial-advisory-practice-insights-for/id1350497225)Investments Unplugged (https://www.manulifeim.com/retail/ca/en/viewpoints/capital-markets-strategy/investments-unplugged-with-philip-petursson)https://fpcanada.ca/canadian-publichttps://www.securities-administrators.ca/nrs/nrsearchprep.aspx MORE FROM JANEAWebsite (and Blog): https://www.brightrock.ca/ Facebook: http://www.facebook.com/jdienoConnect with me by email:  [email protected]:  @janeadienoMORE FROM AMANDAThe Tax Chick Blog - https://taxchickca.wordpress.com;Connect with me by email: [email protected]: https://www.linkedin.com/in/amanda-doucette-tep-83a9ab51/ Instagram: @tax.chick