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Avoiding Common Financial Mistakes: Pro Tips from a Seasoned Planner (With Alex Hadjisophocleous from Forest Financial Planning)
Manage episode 423723304 series 3502096
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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/
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