Claim OwnershipConfessions of an Ex Banker
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© Copyright 2023 John Kalogriopoulos
Description
The one of a kind podcast that's exposing the guarded secrets of the banking and investment industries for everyone to benefit
29 Episodes
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The one about how well a do it yourself investor performs versus the markets
The one about all the steps required for a perfect financial planning process
The one about the 4 choices you have for investing
The one about protecting yourself when you buy a product from your bank.
The one about the continuing fall out from the banking scandal that has hit Canada.
The one about the TD Canada Trust scandal and how to protect yourself
The one about RRSPs being a year round affair
The one about who to use to implement your retirement strategy
The one about the actual investments you should be using.
The one about how to choose the right asset mix between cash, safety, and stocks
The one about setting your goals for your retirement.
The one about how to choose your RRSP if you don't have a financial plan yet.
The one about the 8 essentials steps to creating a realistic retirement plan
The one about the most common questions I get asked.
The one about how to save money by using other institutions rather than your bank
The one about the 4 mistakes bankers make when giving you advice
The one about why your investment advisor keeps missing the 2 most important steps in financial planning
The one about the best alternative to ETFs
The one about all the fees that investors pay when they purchase mutual funds.
The one about a tax strategy that keeps getting missed by investors and their bankers
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Would love to hear some longer format casts, possibly with case studies of people in a variety of situations.