How a Certified Financial Planner Personally Invests, 5 Questions to Ask a Financial Planner w Kathleen Van Den Berg

Kathleen shares a lot of things in common with you the audience and myself. She doesn’t do mutual funds even though she would get paid to.

She’s not a fan of RRSP’s and prefers cash-flowing real estate, Stock Hacking, her small business as a Financial Planner, and whole life insurance, more importantly how she borrows from her life insurance for the capital to invest in three houses plus bankroll her stock hacking account.

FYI the really good financial planners charge a lot of money for their time so we’re in for a special treat to have Kathleen on to share how she advises clients to invest which matches how she herself invests.

Please enjoy the show.

 

To follow Kathleen:

Website: https://wealthplancoach.ca/  (you can sign up for her newsletter there)