CE Drive with Jason Watt
Financial Planning Concepts

Financial Planning Concepts

June 11, 2019

In this episode, Jason and his guests, Shyam and Chris, discussed two specific financial planning cases. One of them is about clients who are small business owners and the other about clients who are relocating to Canada from the U.S. 

Supplementary Materials:

Serre Financial 

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Registered Disability Savings Plan

Registered Disability Savings Plan

April 25, 2019

In this episode, Jason and his guests, Craig and Ian, revisit financial planning for people with disabilities, specifically regarding the Registered Disability Savings Plan.

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Bonus Episode: CFP Board Conference

Bonus Episode: CFP Board Conference

April 25, 2019

In this bonus episode, Jason is on location at the CFP Board Conference with Ryan and Tanya. They share their experiences at the conference and their favorite sections.  

Supplementary Materials:

Money Beliefs and Financial Behaviors: Development of the Klontz Money Script Inventory

FTA (Financial Therapy Association)

Financial Consumer Agency of Canada

CFP Board 2019 ACADEMIC RESEARCH COLLOQUIUM

Financial Planning Research Highlights From The 2019 CFP Board Academic Research Colloquium

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Retirement Planning

Retirement Planning

April 8, 2019

In this episode, Jason and his guests, Chris, Craig, and Mitchell, share their ideas and experiences in retirement planning.

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Optimizing Client Value

Optimizing Client Value

March 7, 2019

In this episode, Jason and his guests, Megan and Russ, talk about how to optimize your value for your clients.

Supplementary Materials:

CGIB (Canadian Group Insurance Brokers)

The Benefits Corner Podcast

Employee Group Benefit Insight: An Informal Reference Guide

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Client Asset Management

Client Asset Management

February 28, 2019

In this episode, Jason and his guests, Kelvin and Derrick, share insights about managing assets.

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Behavioural Finance

Behavioural Finance

February 11, 2019

In this episode, Jason and his guests discuss how human behavior and tendencies affect financial planning.

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Canada Pension Plan Decisions

Canada Pension Plan Decisions

January 24, 2019

In this episode, Jason and his guests, Kent and Marshall, talk about Canada Pension Plan and how to utilize it.

Supplementary Materials:

Canada Pension Plan/Old Age Security Quarterly Report – Monthly Amounts and Related Figures From October to December 2018

Factors in timing the CPP withdrawal

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Advisor Education

Advisor Education

January 1, 2019

In this episode, Jason discussed the benefits of advisor education, how to choose the education that works for you, and much more  with his guests, Kent and Ian.

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Unraveling Divorce

Unraveling Divorce

December 19, 2018

In this episode, Jason and his guests, Kelly and Jeff, talked about divorce from the perspective of financial planning.  

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