Recent Episodes
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Tax Policy and Succession Planning - CE Drive w/ Jason Watt S05E23
Nov 6, 2023 – 01:02:50 -
A Client Retiring on a Low Income - CE Drive w/ Jason Watt S05E22
Aug 2, 2023 – 01:02:08 -
Comparing Individual Health Insurance - CE Drive w/ Jason Watt S05E21
Jul 19, 2023 – 01:08:48 -
Digital Estate Planning on the Ground - CE Drive w/ Jason Watt S05E20
Jul 5, 2023 – 01:00:23 -
Estate Planning for Digital Assets - CE Drive w/ Jason Watt S05E19
Jun 21, 2023 – 01:09:56 -
Visualization in Estate Planning - CE Drive w/ Jason Watt S05E18
Jun 7, 2023 – 01:00:00 -
CALU 2023 - CE Drive w/ Jason Watt S05E17
May 24, 2023 – 59:27 -
Corporate Tax Planning - CE Drive w/ Jason Watt S05E16
May 10, 2023 – 56:56 -
Surviving a FSRAO Audit - CE Drive w/ Jason Watt S05E15
Apr 26, 2023 – 01:02:48 -
Benchmarking in Group Benefits - CE Drive w/ Jason Watt S05E14
Apr 12, 2023 – 01:05:48 -
Academia and Financial Planning - CE Drive w/ Jason Watt S05E13
Mar 29, 2023 – 01:03:58 -
Retirement Income Planning Tech Stack - CE Drive w/ Jason Watt S05E12
Mar 15, 2023 – 01:04:06 -
Specialty LTD in Group Plans - CE Drive w/ Jason Watt S05E11
Mar 1, 2023 – 01:01:43 -
Financial Planning for Creatives - CE Drive w/ Jason Watt S05E10
Feb 15, 2023 – 01:00:15 -
Dentistry and Benefits
Feb 1, 2023 – 01:12:19 -
Digital Estate Planning
Jan 18, 2023 – 01:05:32 -
Unintended Consequences of Trust Legislation
Jan 4, 2023 – 01:02:18 -
Live from CFP Board Colloquium
Dec 21, 2022 – 01:00:58 -
Live from FTA Conference
Dec 7, 2022 – 01:10:12 -
Live from IAFP Symposium
Nov 23, 2022 – 59:36 -
Small Town Pharmacist and Benefit Plans
Nov 9, 2022 – 01:07:17 -
VIP Health Insurance
Oct 26, 2022 – 59:57 -
Commercial Real Estate Demystified
Oct 12, 2022 – 01:04:59 -
Understanding Realtors
Sep 28, 2022 – 01:05:07 -
Estate Planning Collaboration
Sep 14, 2022 – 01:02:16 -
AML in Real Life
Aug 31, 2022 – 01:00:44 -
Designing Small Group Products
Aug 17, 2022 – 01:02:48 -
Maintaining Standards at FP Canada
Aug 3, 2022 – 01:11:16 -
CFRs and OAs
Jul 20, 2022 – 59:38 -
Creditor Insurance Watchdogs
Jul 6, 2022 – 01:01:27 -
Secrets of the FHSA and OAS
Jun 22, 2022 – 01:06:40 -
Episode Delay Notice
Jun 8, 2022 – 02:21 -
How Comedy Drove Me to Financial Planning
May 25, 2022 – 01:05:40 -
Planning for a Child with a Disability
May 11, 2022 – 01:01:36 -
Appropriate Leverage using Insurance
Apr 27, 2022 – 01:04:26 -
Catastrophic and Routine Risks in Benefits Plans
Apr 13, 2022 – 01:03:38 -
Using a Digital Asset Manager
Mar 30, 2022 – 01:05:01 -
Investment Advice in a Fee Only World
Mar 16, 2022 – 01:02:26 -
Implementing the IPP and RCA
Mar 2, 2022 – 01:09:04 -
Advice Only Planning and DIY Investors
Feb 16, 2022 – 01:00:30 -
Joint Ownership and Why Jason Hates It
Feb 2, 2022 – 01:05:44 -
Using Tech to Improve Client Onboarding
Jan 19, 2022 – 01:04:44 -
Consumer Advocate
Jan 5, 2022 – 01:10:22 -
Regulation: Tales from the Front Lines
Dec 22, 2021 – 01:02:06 -
Professional Trustee Services
Dec 8, 2021 – 01:02:26 -
Financial Education using Technology
Nov 24, 2021 – 54:52 -
Family Law 101
Nov 10, 2021 – 01:06:39 -
Wealth Management and Financial Planning
Oct 27, 2021 – 57:06 -
The F-Word and Other Regulatory Concerns
Oct 13, 2021 – 01:05:47 -
Therapy Tools in a Planning Practice
Sep 29, 2021 – 57:30
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