This Is Not Financial Advice (ft. a Financial Advisor) - SimplyPodLogical #80

SimplyPodLogical

Simply Nailogical Inc.

Youtube, Comedy, Holotaco, Society & Culture, Simplynailogical

4.9 • 4.8K Ratings

🗓️ 5 October 2021

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this episode of SimplyPodLogical, Cristine and Ben are joined by a Certified Financial Planner to answer questions from the audience about debt, financial literacy, planning for retirement, taxes, and how tf to save money.

Transcript

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0:00.0	It's weird doing this in front of people.
0:11.0	Hey, what's up hello everyone and welcome back to another episode of Simply Podlogical,
0:14.3	Simply Nailogical Podcast.
0:16.1	Hello.
0:17.1	Thank you for joining us this Taco Tuesday.
0:19.0	We've got a guest today.
0:20.5	We teased this a long time ago that we were going to bring on a financial advisor and
0:25.6	take questions from the audience.
0:28.2	We've finally done that.
0:29.2	Everyone say hello to Derek, a financial advisor.
0:33.8	Maybe, so let's just do a little quick, what does that actually mean?
0:38.2	We've known you a long time.
0:41.1	What do you do day to day?
0:43.4	What is your background that makes you a financial advisor?
0:45.4	Who am I?
0:46.4	Who am I?
0:47.4	Well, it all started.
0:50.7	So I am actually a portfolio manager's my official title and I manage well for people.
0:58.2	I'm here at a Canadian based independent firm.
1:01.1	My background is in finance.
1:02.8	I have an undergrad and a graduate degree in finance.
1:05.6	I am a certified financial planner and a chartered financial analyst.
	...

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