Record your money question here - No account or email required. 🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast ✨ Get your money organized - Your Full Financial Picture Spreadsheet
All content for The Canadian Money Roadmap is the property of Evan Neufeld, CFP® and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Record your money question here - No account or email required. 🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast ✨ Get your money organized - Your Full Financial Picture Spreadsheet
In this episode, Evan is joined by Aaron Hector to walk through the basics of estate planning. They cover what a will does, the role of an executor, and the importance of powers of attorney and health care directives. They also talk about probate, taxes at death, and why it’s important to keep your estate plan up to date. Aaron Hector is a senior wealth advisor, and founding partner of Calgary-based TIER Wealth, which is a partner of Q Wealth Partners. He is also the President of the Institut...
The Canadian Money Roadmap
Record your money question here - No account or email required. 🗣️ I want to hear from you! Record your question here and you could be featured on an upcoming episode of the podcast ✨ Get your money organized - Your Full Financial Picture Spreadsheet
