I had a chance to meet with Rob Carrick at the Globe and Mail in February and record three Carrick Talks Money¬†segments. Our goal was to demystify financial planning for regular people and to demonstrate that it’s not an exclusive exercise for the wealthy.

Carrick Talks Money: How a financial planner can lighten your load

Rob asks what financial planning for average families looks like and we discuss the difference between financial planning and investment advice.

Video not displaying correctly? Click here.

Carrick Talks Money: How much does a financial planner charge?

Rob asks what the cost of financial planning would be for a family with young kids or a couple close to retirement, and we laugh the kind of financial plans that are really just huge reports that go in a drawer and no one ever reads.

Video not displaying correctly? Click here.

The biggest financial planning mistakes people make

Rob asks me what kind of mistakes I see people making often. Spoiler alert: I talk about cash flow.

Video not displaying correctly? Click here.

Latest posts by Sandi Martin (see all)