It can be difficult to plan our financial future on a normal day, add in a global pandemic and it can make things even more challenging. In this episode, Aurèle Courcelles, CPA, CMA, CFP, TEP, FP Canada™ Fellow explains that “it’s never too late to start” as he breaks down the importance of making a financial plan as well as provides steps you can take to get started today. This episode was recorded on November 26, 2020 via Skype.
Want to hear more from Aurèle? Tune into the webinar, Financial planning: Building a lifelong financial plan offered on-demand.
For more resources, visit cpacanada.ca/finlitresources, fpcanada.ca, “Your Financial Toolkit” (Financial Consumer Agency of Canada)
Download transcript
S6 E06: Living in Retirement
S6 E05: The Challenges and Decisions we Face as we Age
S6 E04: Canada’s Aging Population
S6 E03: Retiring in a Time of High Inflation
S6 E02: Avoiding Conflict in Estate Planning
S6 E01: Retiring in Canada: How Much is Enough?
S5 E06: The Role of Reverse Mortgages in Retirement Planning
S5 E05: Preparing for the Unexpected: Advance Serious Illness Planning
S5 E04: How to Talk to your Banker about your Money Needs
S5 E03: How to Mitigate Financial Peer Pressure
S5 E02: How to Talk to your Partner About Money
S5 E01: How to Talk to your Teen about the Money Side of “Adulting”
S4 E06: Going Alone: After Loss of a Spouse or Partner
S4 E05: Going Alone: After a Relationship
S3 E05 - Tax Time Doesn’t Have to be Taxing
S4 E04: The Working Mother - Juggling Work and Home
S4 E03: The Working Woman - First Jobs and New Jobs
S4 E02: The “Risky” Woman - Risk and Investing For Women 101
S3 E03: Life Insurance 101 - What You Need To Know
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