Tony Matheson joins us on the show this week. Tony worked as a wholesaler in the investment industry for 20 years before departing to launch a financial advisory firm, Slalom Wealth. Wholesaling is a sector…
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This week’s show is all about dividend investing, which is a popular investment strategy amongst a lot of people. In the episode, we discuss what dividend investing is, where the cash comes from, and alternatives…
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If you’re currently searching for financial assistance, you’re likely aware that there is a wide array of practitioners available to help you. However, not all financial professionals are the same—they possess different expertise, work in…
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April is Financial Capability Month, an initiative that started in 2004 as “Financial Literacy” and has evolved over the last 20 years. The rebrand reflects a trend of taking a more active approach to finances…
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In this week’s episode of Grow Money Business, we are joined by Rachael Burns. Rachael is the proprietor at True Worth Financial Planning, a certified financial planner, and a certified divorce financial analyst who helps…
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Everyone likes a good sammie – they can be delicious and convenient. But when you’re the filling, it’s a different story. A recent survey by the Pew Research Center found that more than 50% of…
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Being well educated in financial planning is vital, especially if you try to plan on your own. However, people who do it themselves often have an inconsistent process. In this week’s episode of Grow Money…
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There’s one question we hear most often from those nearing retirement, is some variation on this: “How do I get my money out of my retirement plan and into my checking account?” The question is…
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For most people, there’s usually a point where their financial life becomes complicated enough that they realize it’s time to hire a professional. This could be at any stage of life; it’s more about the…
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Financial planning has evolved beyond investing assets. The old model limited comprehensive planning to a wealthy few with high levels of manageable assets. For many people, their first engagement with a financial advisor was when…
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