Financial Planning Wealth Hacker Style with Kathleen van den Berg, MBA, CFP, CLU


I’ll also take a moment to constructively criticize the celebration and acceptance of dad bod, how being overweight is socially acceptable. It is socially acceptable, no one is judging, I’ll just counter with a question, “Is the lifestyle and diet that leads to being overweight the one that provides one with high energy to conquer the day’s work and workouts? Does having a dad bod predict a long and healthy life?” You all know the answer. I’m no health or nutrition expert, so I’ll leave it there. I do have the occasional glass of wine or dessert, but my body fat % is well under 10%, I have visible abs and have for over four years. I am 40 years old. This is my dad bod and this will be my kids’ context for a lifestyle to follow. Speaking of stuff I’m no expert at, as a critical review of this show informed me, and I quote: “Erwin does not know the nuances of RESP’s”, and it’s true, I don’t. I chase enough shiny stuff already as I’m preparing to start option trading in the near future and I’m car shopping for a new BMW today. That’s not the important work I do… the work I pride myself on is helping everyday, local investors become millionaires and multi millionaires and learning from multi-multi millionaires. Fun fact for the day is none of them told me RESP’s was the key to their success. Quick side note: if you have criticisms or there is a gap in wealth building knowledge you would like filled by an expert, please drop me an email. I have an extensive network of the best of the best experts who I can request a favour to have on the show.
Financial Planning Wealth Hacker Style with Kathleen van den Berg, MBA, CFP, CLU
Back to the show 🙂 To be clear, my financial position and goals are different than most. I’m looking for 30% returns from my investments. My overriding principle is the investment you do is better than the investment you don’t. If I never lost 40-60% of my stock portfolio during the last major recession, I would never have given my full focus to real estate and the money I lost in stocks is pennies compared to the money I’ve made as a real estate investor. Anyways, enough from me. As someone not qualified to speak to RESP’s and retirement planning, I had my friend Kathleen van den Berg come on the show, who has a lot of letters behind her name and is qualified. The Truth About Real Estate Investing show continues to bring you experts in investing. Kathleen has her Masters in Business Administration, her CFP – Certified Financial Planner and CLU – Chartered Life Underwriter, the Canadian wealth transfer and estate planning designation. She also owns 10 investment real estate properties. Kathleen is here to explain the three buckets of assets everyone needs and which order to fill them, and has even more controversial opinions to share on RESP’s, LOL. Note that Kathleen does fee-based financial planning and is one of the rare CFP’s to do so, to ensure she can provide you unbiased financial advice unlike mutual fund sales people, so we are really lucky to have Kathleen on the show so we may all learn. If you are already on my email list, you will receive my type notes from the interview. If you would like to receive my personal notes from interviewing guests, simply go to www.truthaboutrealestateinvesting.ca and enter your name and email on the right. Without further ado, I give you Kathleen van den Berg, MBA, CFP, CLU and RESP expert. 😉To Listen:
Google Play: http://goo.gl/CAM5Mn
On Stitcher: http://www.stitcher.com/s?fid=87335&refid=stpr
Youtube: https://youtu.be/HrFGZFnVxgc
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