February 2024 – The Ride: Life, Work and Wealth

Navigating Your Financial Journey: A Guide to Your First Meeting with a Financial Advisor (Ep. 71)

By theridelifeworkandwealth | February 26, 2024

Welcome to the Ride: Life, Work and Wealth podcast with your host, Kris Dureau. In this episode, Kris, a seasoned financial strategist, draws from his past as a firefighter and paramedic to shed light on the importance of planning for both a secure tomorrow and a better today.

Join Kris and co-host Mike Pakreslis as they dive into the crucial topic of preparing for a first meeting with a financial advisor. As the new year brings more people seeking financial advice, Kris and Mike explore key considerations to make this initial encounter a success.

Key Points:

Clarity is Key: Discuss what’s important to you and articulate your motivations for seeking financial advice. Setting clear objectives for the meeting helps manage expectations.
Background Check: Before your meeting, do your due diligence. Check testimonials, Google reviews, and the advisor’s digital footprint to ensure alignment with your needs.
Designations Matter: Understand the significance of designations such as Certified Financial Planner (CFP) and Chartered Investment Manager (CIM). These designations reflect a higher standard of care and expertise.
Establish Criteria: Determine the qualities you seek in a financial advisor. Prepare a checklist of questions, covering topics like meeting frequency, fees, and included services.
Trust Your Instincts: Establishing a long-term relationship requires trust. Pay attention to your gut feeling about the advisor, envisioning a partnership that spans decades.
Meeting Expectations: Clearly communicate your preferences regarding meeting location, frequency, and any specific requirements you may have. Ensure they align with the advisor’s practices.

This episode equips listeners with insights and practical tips for approaching their first meeting with a financial advisor. From setting expectations to conducting background checks, Kris and Mike provide valuable guidance to ensure a productive partnership.

Have questions or thoughts? Connect on our website, greenprivatewealth.com. We love hearing from our listeners.

Tune in to this episode for a comprehensive guide to making your first meeting with a financial advisor a stepping stone towards financial success. Remember, your financial journey starts here!

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The Ride 2.0: A Financial Journey with Green Private Wealth (Ep. 70)

By theridelifeworkandwealth | February 20, 2024

Welcome to The Ride, a Work and Wealth podcast with your host, Kris Dureau. In this exciting episode, Kris introduces some major changes to the show, bringing on three new voices—David Harris, Brad Winlaw, and Mike Pakreslis—creating a dynamic team at Green Private Wealth. Together, they share diverse insights and perspectives on financial planning, making the podcast more engaging and informative.

Key Points:

Kris Dureau, a financial strategist and former firefighter/paramedic, sets the stage for the revamped podcast, now featuring a team of experts.
Meet the new team members: David Harris, a certified financial planner with 23 years of experience; Brad Winlaw, a certified financial planner with a focus on retirees and young professionals; and Mike Pakreslis, a financial expert with a passion for community involvement.
Learn about Kris’s unique background and approach to financial planning, shaped by his experience in emergency services.
Explore the 30th-anniversary celebration of Green Private Wealth, a firm committed to providing comprehensive financial services across Canada.
Get insights into the firm’s investment strategy, including a tactical approach and access to private investments for more stable returns.

In this episode, the diverse team brings a range of expertise to address various financial planning needs. Whether you’re a retiree, business owner, or young professional, this podcast offers practical advice and strategies to secure your financial future.

Join the conversation by subscribing to the podcast and exploring previous episodes on the Green Private Wealth website. Share your thoughts, questions, or topics you’d like the team to cover.

Stay tuned for more exciting content and expert discussions on The Ride podcast.

Tune in and ride along on this new financial journey with The Ride My Life podcast!