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Getting Lucky to Meet Heather Riman
Heather risman is the founder in ceo of indigo books and music, which is canada's largest book gift and especially toy retailer. She co executive produced a couple of documentaries, including the my award winner, the social dilemma, as well as fed up. Heather was appointed to the order of canada in 20 19, and has also been inducted into the canadian business hall of fame. And if you're looking for inspiration for books, check out the 22 and 20 to booklist on the rash reminder website.
Identifying investment goals is a critical step in developing a sound financial plan that helps investors reach their objectives. Studies have shown that using a goals-based framework in financial planning can lead to an increase in wealth for investors and has the potential to strengthen planner-client relationships; but what goals should you be setting? And why is it often so difficult to make these kinds of decisions? In today’s episode, Benjamin dives into some of the research he is conducting about goals-based financial planning for the paper he is writing on the topic, and we discuss why defining and prioritizing goals in the financial planning process is so important (and why it can be so challenging), as well as some practical guidelines to help you set effective goals. Additionally, you’ll learn all about our 22 in 22 Reading Challenge, which we officially launch today with the help of Heather Reisman, book lover, entrepreneur, and CEO of Indigo, Canada’s largest books, gift, and toy retailer. Heather is also the co-creator of the Kobo reading device, a former governor of the Toronto Stock Exchange, and the co-executive producer of the documentary, Fed Up. As you know, the objective of this podcast is to help improve listener’s lives by communicating ideas about sensible investing and financial decision making; and reading is a big part of that. Make sure to tune in to find out where to sign up for the challenge, take note of our book recommendations, and more!
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Listen to the best highlights from the podcasts you love and dive into the full episode