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Finding Your Financial Independence Number and How to Live Off Your Portfolio

Build Wealth Canada Podcast

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Do You Need an Annual Follow Up?

Not everybody needs an annual follow up. If life doesn't change for them and they're continuing in their job, then really there's maybe not a reason to review things on an annual basis. So everything depends on circumstances. I like it as well now with the whole digital age, how you can actually record the meetings as well. You know what? That was a long time ago. I'll say it on the show. Let's get together again to review everything if you'd like any time. It's a plan is not a plan. And here you go follow it.

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