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On Hiring a Financial Planner

by Sandi Martin | Mar 26, 2014 | Blog, Budgets, Fee Only Financial Planning, Mint.com, Personal Financial Planning

The folks at Mint.com interviewed me a few weeks ago about working with a financial planner, getting started on a financial makeover, and advice for beginners on investing.  When enlisting help to manage your money, what should you look for in a planner? You should...

Because Money Episode 14

by Sandi Martin | Mar 21, 2014 | Because Money, Blog, Fee Only Financial Planning

Despite +Robb Engen’s absence from this week’s podcast, +Jackson Middleton and I had a great time talking with our guests about why regular Canadians should care about the regulation of financial advice. I’ve written about the incentives that are...

Your Financial Advisor Might Be A Nice Person, But… (Because Money, Ep 13)

by Sandi Martin | Mar 6, 2014 | Because Money, Blog, Fee Only Financial Planning

Last week’s CBC Marketplace episode Show Me The Money took an average investor (with a hidden camera and glowing lights in her pants) into BMO, CIBC, RBC, Scotiabank, TD, Dundee Securities, Edward Jones, Investor’s Group, Money Concepts, and Primerica...

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