Investments | The Ride: Life, Work and Wealth

If you have a personal finance question on your mind, chances are, you’re not alone.

In this episode, discover the 10 most frequently asked finance questions financial advisors like Kris Dureau receive from clients.

From questions about the financial markets to queries about retirement, investing, and insurance, Kris breaks down these questions and shares his valuable insight and easy-to-follow answers for each.

Kris discusses:

The difference between RRSP and TFSA accounts
Must-know considerations around investment fee deductions
Why you shouldn’t name underage children as secondary beneficiaries
Why bond prices and interest rates tend to go in opposite directions
How to determine the right time to retire
And more!

Resources:

Connect with Kris Dureau

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With spring upon us, now is the perfect time to do some financial closet-cleaning.

Are you ready to get started?

Join Kris Dureau in this episode as he guides you through your financial spring cleaning with six simple steps that will help you get your finances organized and ready for the coming seasons.

In this episode, you will learn:

The benefits of a financial filing system
Why you should always review your investments and rebalance your portfolio
Which insurance policies you should be checking on
How to verify your credit score
And more!

Listen in and start sprucing up your financial picture today!

Resources: Three Hats Financial | Kris Dureau | Resources: Cashflow Spreadsheet | Equifax | TransUnion

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The Ride: Life, Work and Wealth

Tag Archives: Investments

29. Top 10 Frequently Asked Financial Questions

Episode 23 – Spring Clean Your Finances With These 6 Steps