Your Finances — Know You Can

Wesley Forster
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Let’s face it. As consumers, we don’t know what we don’t know. Finances are an intricate puzzle. If you miss even one small piece, it can make a big difference and become out of focus. Welcome to Your Finances — Know You Can with Wesley Forster, President, and Senior Financial Strategist at HSI Financial Group. In this podcast, Wes and his dedicated team of financial professionals provide the guidance you need to build your ideal financial lifestyle and reach your goals. Stop flushing money down the drain and losing it needlessly and unnecessarily. Join in as Wes empowers you to arrive at your destination and swap uncertainty for confidence, and choose where you want to go.

  1. 04/12/2023

    Avoiding Regrets: Navigating Your Financial Future Correctly (Ep. 12)

    Nothing is worse than feeling regret. And this is even more so when it comes to your investments or plans for your retirement. In this episode, Wes tackles the topic of regrets and how to avoid them in regard to your investments and retirement plans. He explores common past investment mistakes and the importance of having a plan in place and listening to experts. Wes discusses: The repeated pattern of economic cycles and the inevitability of recessions Some examples of regrets with people who invested in GICs and lost money due to inflation. Why do people resist change and don’t take advantage of opportunities The importance of taking action and having a plan in place to ensure success and avoid regrets The greatest financial risk during periods of recession or inflation is making misinformed and poor financial decisions The importance of avoiding the tendency to chase investments during market upsides and instead focus on investing in quality companies. Why you should listen to experts who know and understand the market rather than making choices desperately  And more! Resources: “Know You Can: No More Excuses” – by Wesley Forster  Ep. 11: How Do Top Portfolio Managers Posture During Economic Turmoil With David Fingold Connect with Wesley Forster: (403) 269-4640 Toll-Free: 1.888.816.7020 Wes@hsifinancial.com clientcare@hsifinancial.com LinkedIn: Wesley Forster HSI Financial Group Facebook: HSI Financial Group

  2. 01/04/2023

    How Do Top Portfolio Managers Posture During Economic Turmoil with David Fingold (Ep. 11)

    Have you ever wondered what a portfolio manager does and how they take advantage of a perceived negative event like a market correction?  In this episode, Wes speaks with David Fingold, Vice President and Senior Porfolio Manager with Dynamic Funds, about the asset managers’ role. David shares his dedication to the portfolios he manages, how he plans to take advantage of the current situation in the market, why he’s optimistic about the current economic environment, and how optimism leads to investment opportunities. David discusses: How he’s posturing to take advantage of market corrections and rising interest rates  How optimism feeds a portfolio manager’s ability to see opportunities in good companies who are market leaders Why investors can be optimistic about the future Why he solely invests in the portfolios he manages And more Resources: “Know You Can: No More Excuses” – by Wesley Forster  Connect with Wesley Forster: (403) 269-4640 Toll-Free: 1.888.816.7020  Wes@hsifinancial.com  clientcare@hsifinancial.com LinkedIn: Wesley Forster HSI Financial Group Facebook: HSI Financial Group About Guest: David Fingold is the Vice President and Senior Portfolio Manager at Dynamic Funds. He joined Dynamic in 2002 and became the Vice President in 2018. Prior to obtaining his current job title, David graduated with distinction from Babson College in Massachusetts in 1988.

  3. 10/19/2022

    Your Secret Weapon to Planning Retirement (Ep. 10)

    The financial consumer is experiencing high levels of uncertainty with inflation, stock market fluctuations and high interest rates.  Learn how to bulletproof your financial plan in times like these. In this episode, Wes dives into planning for retirement with his secret weapon, the Financial MRI, which works as a “catch-all” to determine what you might be missing, the gaps that can be filled and what your next steps are.  Wes discusses: How you can take control of your future by sitting down with our financial planners What you should be looking for from a financial planner How a Financial MRI can help you fill those gaps in your financial plan The importance of finding a financial planner that works for you and leaves you feeling confident every step of the way And more! Resources: “Know You Can: No More Excuses” – by Wesley Forster  Connect with Wesley Forster: (403) 269-4640 Toll-Free: 1.888.816.7020  Wes@hsifinancial.com  clientcare@hsifinancial.com LinkedIn: Wesley Forster HSI Financial Group Facebook: HSI Financial Group

  4. 09/01/2022

    From Hell to Heaven: How to Improve Your Retirement Picture (Ep. 9)

    Retirement can be heaven or it can be hell — and what YOU do to plan makes all the difference. Without the proper planning tools and guidelines, it is easy to feel stuck and uncertain about your future. In this episode, Senior Financial Strategist Wesley Forster details what you need to know when planning your retirement and what to avoid along the way. Wes discusses: How to manage undetected planning issues Five mindset shifts that help you find your way to a heaven-like retirement How we use our unique curated checklist to assess our clients’ needs HSI Financial Group’s proven 3-step process for helping clients And more! Resources: “Know You Can: No More Excuses” – by Wesley Forster  Connect with Wesley Forster: (403) 269-4640 Toll-Free: 1.888.816.7020 Wes@hsifinancial.com clientcare@hsifinancial.com LinkedIn: Wesley Forster HSI Financial Group Facebook: HSI Financial Group

  5. 06/20/2022

    Thinking Long Term with Jean-Pierre (JP) Chevalier, CFA (Ep. 8)

    A market correction is similar to weeding the garden, in order to get the desired results you are looking for, you must first get rid of the weeds or they will choke out the growth you really want.  In this episode of Your Finances — Know You Can, Wesley Forster, Senior Financial Strategist at HSI Financial Group, is joined by JP Chevalier, Portfolio Manager at iA Financial Group. They discuss the importance of knowing what you are invested in and strategies they employ for you when the markets are in turmoil.  Wesley and JP discuss: The importance of knowing what is in your portfolio How fees can be misleading HSI Financial Group’s approach to portfolio management when markets are volatile And more! Resources: Contact the team at HSI Financial Group  “Know You Can: No More Excuses” – by Wesley Forster  Connect with Wesley Forster and Jean-Pierre Chevalier : Phone: (403) 269-4640 Toll-Free: 1.888.816.7020 Wes@hsifinancial.com clientcare@hsifinancial.com LinkedIn: Wes Forster HSI Financial Group LinkedIn: Jean-Pierre Chevalier iA Financial: Jean-Pierre Chevalier Facebook: HSI Financial Group

  6. 05/17/2022

    The Array of Benefits Financial Planners Have to Offer with Andrew Owsiak (Ep. 7)

    When looking to invest your money, oftentimes people will go to banks as a safe option. What they don’t realize is that they are short changing themselves when it comes to personalized planning if they don’t work with a financial planner.  In this episode of Your Finances — Know You Can, Wesley Forster, Sr. Financial Strategist at HSI Financial Group is joined by Andrew Owsiak, Financial Strategist at HSI Financial Group. They discuss the benefits of working alongside a financial planning team and what that looks like.   Wesley and Andrew discuss: What you might be missing out on if you do not have a financial planner What other institutions miss and what you can do about it HSI’s team approach to the planning process And more! Resources: Contact the team at HSI Financial Group  “Know You Can: No More Excuses” – by Wesley Forster  Connect with Wesley Forster and Andrew Owsiak: Phone: (403) 269-4640 Toll-Free: 1.888.816.7020 Wes@hsifinancial.com clientcare@hsifinancial.com LinkedIn: Wes Forster HSI Financial Group LinkedIn: Andrew Owsiak Facebook: HSI Financial Group

  7. 04/25/2022

    The Best Insurance is The One That’s There When You Need It with Devon Cheema (Ep. 6)

    When you were adding insurance to your financial plan, did you complete a detailed needs analysis to ensure that your family’s needs would be addressed? Many insurance companies follow a “one size fits all” framework, but no two people have exactly the same needs when it comes to insurance.  In this episode of Your Finances — Know You Can, Wesley Forster, Sr. Financial Strategist at HSI Financial Group is joined by Devon Cheema, Financial Strategist at HSI Financial Group. They discuss the ins and outs of insurance planning and how it fits in the overall financial plan.   Wesley and Devon discuss: Why having a detailed needs analysis and financial plan conducted before choosing your insurance plan is absolutely critical to making sound financial decisions The different types of insurance Selecting the right insurance for your family Ensuring the insurance program fits with your family’s estate plan And more! Resources: Contact the team at HSI Financial Group  “Know You Can: No More Excuses” – by Wesley Forster  Connect with Wesley Forster: (403) 269-4640 Toll-Free: 1.888.816.7020 Wes@hsifinancial.com clientcare@hsifinancial.com LinkedIn: Wes Forster HSI Financial Group Facebook: HSI Financial Group Connect with Devon Cheema: clientcare@hsifinancial.com LinkedIn: Devon Cheema

  8. 04/06/2022

    Tax Planner vs Tax Preparer: What You Need To Know with Blake Carruthers, CFP (Ep. 5)

    Do you have someone just preparing your taxes, or do you have someone that helps you plan for your taxes? Most clients are unaware of the amount of money they could be saving and potentially getting back from the government through tax planning. In this episode of Your Finances — Know You Can, Wes Forster, Sr. Financial Strategist at HSI Financial Group is joined by HSI Financial Group Financial Strategist Blake Carruthers, they discuss the in’s and outs of tax planning and preparing and how HSI Financial Group helps their clients optimize and implement tax savings into their financial plan. Wes and Blake discuss: The difference between a tax preparer and a tax planner How the team at HSI Financial Group can help optimize your financial and tax plans to work together The options you have when it comes to your taxes and how they can work in your favour How HSI Financial Group believes in educating their clients so they can make good financial decisions  The HSI Financial Group checklist we use to help keep our clients constantly benefitting And more! Resources: Contact the team at HSI Financial Group  “Know You Can: No More Excuses” – by Wesley Forster  Connect with Wesley Forster: HSI Financial Group (403) 269-4640 Toll-Free: 1.888.816.7020 Wes@hsifinancial.com clientcare@hsifinancial.com LinkedIn: Wes Forster Facebook: HSI Financial Group Connect with Blake Carruthers: clientcare@hsifinancial.com LinkedIn: Blake Carruthers

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About

Let’s face it. As consumers, we don’t know what we don’t know. Finances are an intricate puzzle. If you miss even one small piece, it can make a big difference and become out of focus. Welcome to Your Finances — Know You Can with Wesley Forster, President, and Senior Financial Strategist at HSI Financial Group. In this podcast, Wes and his dedicated team of financial professionals provide the guidance you need to build your ideal financial lifestyle and reach your goals. Stop flushing money down the drain and losing it needlessly and unnecessarily. Join in as Wes empowers you to arrive at your destination and swap uncertainty for confidence, and choose where you want to go.

Information

  • Creator
    Wesley Forster
  • Years Active
    2022 - 2023
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    Copyright © 2021 Your Finances — Know You Can
  • Show Website
    Your Finances — Know You Can