Have you ever heard of the concept of "holistic" wealth planning? My guest today, Sarah Kolla-Empey, is a wealth advisor (and fellow Tax Chick) who believes this is the best way to approach your financial plan. Each of us deserves to have a financial advisor in our corner who will educate us and support us throughout the journey of life. After all, financial planning is about more than just funding retirement or controlling cash flow - it is also about building the life you want for yourself right now! In this episode of the podcast, we tackle: (1) Why working with a wealth advisor is more than just buying RRSPs or TFSAs (6:48); (2) what is a "holistic" wealth plan (14:15); and (3) Ways to maximize your relationship with your advisor (24:50).
And if you haven't checked out my episode with financial advisor, Janea Dieno (see Season 1!) it is a great companion episode - we break down what you need to know about how a financial advisor gets paid, and we also discuss taxation of RRSPs, TFSAs and segregated funds.
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