Are You Getting Financial Advice or Real Financial Planning?
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Are You Getting Financial Advice or Real Financial Planning?
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In this episode, Jason Nagel of Three60 Wealth unpacks the crucial difference between financial advice and true financial planning, and why it matters more than you think. Most Canadians don't realize that financial advice is often reactive and surface-level, while financial planning is proactive, customized, and deeply rooted in understanding your full financial picture.
Jason also shares a powerful tax-saving tip that could save you tens of thousands of dollars, especially if you own multiple properties like a principal residence, family cottage, or rental. Discover why tracking capital improvements and legal costs is essential for minimizing capital gains tax down the road, and how your principal residence exemption may not apply the way you think it does.
Want to know if you're getting advice or real planning? Download our free 20-point checklist at Three60wealth.ca/planning
For more insights, visit Three60wealth.ca