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Avoiding Common Financial Mistakes: Pro Tips from a Seasoned Planner (With Alex Hadjisophocleous from Forest Financial Planning)

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Manage episode 423723304 series 3502096
Content provided by Eric Saumure. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Saumure or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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Alex Hadjisophocleous is a fee-only/advice-only financial planner at Forest Financial Planning Inc., helping individuals and business owners grow wealth through financial literacy. His unbiased advice is a refreshing contrast to financial advisors who charge substantial annual fees, particularly in Canada. In this episode, he shares a wealth of financial wisdom, including tips on insurance, paying installments, and how to withdraw a salary or pay yourself in a small business. He also shares his insights on the future direction of the financial planning industry.

0:00 Intro

0:55 Conversation begins

4:50 Financial advice to small business owner

12:00 Strategies to grow a business

22:35 Debt, Loans, Investing

25:00 Planning for an unpredictable future

29:15 Trajectory of financial service industry

32:30 Financial education

38:05 Alex’s course “Simplify and Grow”

41:20 Closing Advice

Alex Hadjisophocleous

· https://forestfinancialplanning.ca/

· https://www.linkedin.com/in/alex-hadjisophocleous-cfa-cfp-mba-b24aaa57/

Resource Mentioned

· https://onfe-rope.ca/our-work/ottawa-volunteers-in-education/

  continue reading

26 episodes

Artwork
iconShare
 
Manage episode 423723304 series 3502096
Content provided by Eric Saumure. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Saumure or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

Alex Hadjisophocleous is a fee-only/advice-only financial planner at Forest Financial Planning Inc., helping individuals and business owners grow wealth through financial literacy. His unbiased advice is a refreshing contrast to financial advisors who charge substantial annual fees, particularly in Canada. In this episode, he shares a wealth of financial wisdom, including tips on insurance, paying installments, and how to withdraw a salary or pay yourself in a small business. He also shares his insights on the future direction of the financial planning industry.

0:00 Intro

0:55 Conversation begins

4:50 Financial advice to small business owner

12:00 Strategies to grow a business

22:35 Debt, Loans, Investing

25:00 Planning for an unpredictable future

29:15 Trajectory of financial service industry

32:30 Financial education

38:05 Alex’s course “Simplify and Grow”

41:20 Closing Advice

Alex Hadjisophocleous

· https://forestfinancialplanning.ca/

· https://www.linkedin.com/in/alex-hadjisophocleous-cfa-cfp-mba-b24aaa57/

Resource Mentioned

· https://onfe-rope.ca/our-work/ottawa-volunteers-in-education/

  continue reading

26 episodes

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