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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 Uncover Your Client's Unspoken Fears

A lot of people come into a financial planner or advisor thinking we're only going to speak about money. It's one of the big misconceptions when it comes to financial advice and financial planning. Money is kind of nothing in its own right, it's what's actually important to you about doing that. Unless we are really clear on that objective upfront, it's hard for us to make a plan because the plan is what gets you from A to B but we need to know what B is to begin with.

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