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Ask an Adviser: Jacob McCudden "Should I be paying off my HECs faster?"

Equity Mates Investing Podcast

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How to Achieve a Budget for Your Clients

I'm interested to know how you think about budgets, how you advise your clients on budgets. Do you have like a preferred method that you try and get all of your clients to do? Well, what's if someone comes in and they just have no grasp on their spending and stuff like that? Yeah. How do you approach it? Good question. Do we have a sort of way that we do it? No. And I think the issue with that is when you try and force a set way on people, they're not going to stick to it. You've got to find the way that works for them.

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