Financial planning is not just about securing your tomorrow. It’s also about living a better today.

In this rapid-fire style episode, Kris Dureau walks you through 15 quick-hit tips to help you get a better handle on your finances, both now and in the future. Investments, tax planning, wealth transfer, debt management —Kris covers it all!

Kris discusses:

• Accounts you should regularly contribute money towards
• Steps you can take to weather market volatility
• How to keep your finances organized (for you, your family, and your advisor)
• Often-overlooked financial planning areas 
• And more!

Resources:

• Cashflow Spreadsheet by Three Hats Financial
• Episode 6: Why Everybody Needs a Will

Connect with Kris Dureau:

• Green Private Wealth  
• Facebook: Green Private Wealth
• LinkedIn: Kris Dureau
• LinkedIn: Green Private Wealth
• Book a call with Kris
• Harbourfront Wealth Management

 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More