Plain English Finance

Plain English Finance

The Plain English Finance podcast is hosted by Tré Bynoe CFP® CIM®, a financial planner with TCU Wealth Management and Aviso Wealth.


While Tré specializes in working with families with more complicated finances, typically involving corporations and trusts, this podcast is for anyone wanting to learn how to make high-quality decisions based on evidence, to give themselves the highest likelihood of financial success.


You should always consult with your financial, legal, and tax advisors before making changes.

This podcast is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell any securities.

The views expressed are those of the individual and are not necessarily those of Aviso Financial Inc.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.


Tämä podcast on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi podcastin jaksot saattavat sisältää mainontaa.

Jaksot(57)

Ep. 32 | How to Build Credit in Canada: Equifax and TransUnion Guide

Ep. 32 | How to Build Credit in Canada: Equifax and TransUnion Guide

Send us Fan Mail In this episode, Tré breaks down how credit scores work in Canada using best practices given directly from Equifax and TransUnion. Using information straight from Equifax and TransUni...

2 Tammi 34min

Ep. 31 | Your Financial Order of Operations When Starting a Business in Canada

Ep. 31 | Your Financial Order of Operations When Starting a Business in Canada

Send us Fan Mail In this episode, Tré lays out the clear financial steps to follow if you’re thinking about starting a business in Canada. If you’re a Canadian professional or aspiring business owne...

26 Joulu 202527min

Ep. 30 | Teachers — How to Retire Without Mistakes

Ep. 30 | Teachers — How to Retire Without Mistakes

Send us Fan Mail Teaching comes with one of the best pensions in Canada. But that doesn’t mean your retirement is “set and forget.” In this episode, Tré walks through the financial decisions every tea...

19 Joulu 202534min

Ep. 29 | Stop Guessing: The Employee's Guide to Financial Order of Operations

Ep. 29 | Stop Guessing: The Employee's Guide to Financial Order of Operations

Send us Fan Mail Most employees guess their way through financial decisions. That leads to debt, missed opportunities, and slow progress. In this episode, Tré lays out a clear, step-by-step plan for e...

12 Joulu 202529min

Ep. 28 | The Smart Path to Buying Into Your Firm

Ep. 28 | The Smart Path to Buying Into Your Firm

Send us Fan Mail In this episode of Plain English Finance, host Tré Bynoe, CFP®, CIM®, breaks down the step-by-step plan for professionals thinking about buying into their firm — lawyers, engineers, a...

5 Joulu 202529min

Ep. 27 | Case Study: What Comes After “We’re On Track”?

Ep. 27 | Case Study: What Comes After “We’re On Track”?

Send us Fan Mail In this episode of Plain English Finance, Tré Bynoe, CFP®, CIM® walks through a real-life case study (with names changed) to explore what happens when you’ve already “made it” — when ...

28 Marras 202538min

Ep. 26 | Investing Basics: Understanding Risk

Ep. 26 | Investing Basics: Understanding Risk

Send us Fan Mail In this episode of Plain English Finance, Tré Bynoe, CFP®, CIM® breaks down the foundations of smart investing. Joined by Sierra, he walks through the same conversation he has with ev...

21 Marras 202542min

Ep. 25 | The 4% Fallacy: Why Lazy Planning Hurts Clients

Ep. 25 | The 4% Fallacy: Why Lazy Planning Hurts Clients

Send us Fan Mail Some financial planners still use the same flat “4% return” rate for every client’s retirement plan. Tré and Sierra explain why that’s not just inaccurate—it’s unprofessional. In this...

14 Marras 202545min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-oivalluksia-rahasta-elamasta
ostan-asuntoja-podcast
rss-rahapodi
asuntoasiaa-paivakirjat
inderespodi
rss-rahamania
rahapuhetta
oppimisen-psykologia
pomojen-suusta
vapauta-supervoimasi-podcast
lakicast
rss-laakispodi
rss-karon-grilli
rss-viisas-raha-podi
rss-sami-miettinen-neuvottelija
rss-viestinnan-palvelumuotoilu
rss-kohti-unelmia