Your Money Everything Financial Group

Inspired by a report that suggested Canadians needed $1.7 Million dollars for retirement, Peter hopped on the mic to showcase how this report is entirely incorrect. Joining Peter was Vy Tri Truong and the two of them simplified how you can break down and calculate your retirement income.
Retirement planning is always an important discussion and you will want to hear the tips Peter and Vy Tri provide.  

In this episode, Peter welcomes Blair Mantin, President of Sands & Associates, British Columbia's premier Licensed Insolvency Trustee firm with 35 years of experience helping those with problem debt. Amidst an unprecedented rise in personal insolvencies—up 30% year over year, largely due to soaring inflation, escalating interest rates, and a severe housing crisis—they delve into the oft-misunderstood subjects of how Consumer Proposals and Bankruptcies work. By challenging the stigma around debt, Blair and Peter illuminate a path toward a debt-free future, offering hope, tips and practical advice for navigating these challenging times.

On the Season 3 Finale of Your Money, Peter is joined by Shannon Allison, CEO of Everything Financial Group and Vy Tri Truong who runs Everything Financial Mortgage Group. This season has been all about the Omni Formula and all the different steps that go into creating a proper financial plan to get you to the end result, a Personal Financial Organizer.
It's the perfect way to wrap up what has been a very informative and special season!

Season 3 has been all about the Omni Formula and as the season draws to a close, on this episode Peter is talking about the Omni Formula Estate Directory. To talk about this, Shannon Allison, CEO at Everything Financial joins the conversation and help navigate thru common questions that come up when talking about people's estate.  

As Season 3 progresses, all the steps in the OMNI Formula are hit and in this episode, Separation and Finances are as Peter is joined by Sarah Morse of BTM Lawyers. Sarah is an accredited family mediator, arbitrator and parenting coordinator and she answers all the questions around separation and finances. 
It doesn't have to get ugly and Sarah explains how.See omnystudio.com/listener for privacy information.

As the OMNI Formula is being explained from top to bottom and all parts in between, this episode focuses on wills and having a power of attorney. Peter is joined by Bart Aldrich, a Notary Public and the two of them try to teach what's important and the best questions to ask when talking about wills.See omnystudio.com/listener for privacy information.