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Twenty years of financial planning experience between two advisors is bound to change a few opinions. In this episode, Scott and Chris get candid about the advice they used to give — on TFSAs, insurance riders, savings rates, cash flow planning, and paying into CPP — and how their thinking has shifted over time. Some of these are subtle evolutions, others are full 180s.
📊 Take the Financial Clarity Assessment → https://alignwealth.scoreapp.com
📸 Follow Scott Campbell on Instagram → www.instagram.com/scottcampbell.fp
🌐 Learn more about Align Wealth → www.alignwealth.ca
By Scott Campbell, Chris ScheeleTwenty years of financial planning experience between two advisors is bound to change a few opinions. In this episode, Scott and Chris get candid about the advice they used to give — on TFSAs, insurance riders, savings rates, cash flow planning, and paying into CPP — and how their thinking has shifted over time. Some of these are subtle evolutions, others are full 180s.
📊 Take the Financial Clarity Assessment → https://alignwealth.scoreapp.com
📸 Follow Scott Campbell on Instagram → www.instagram.com/scottcampbell.fp
🌐 Learn more about Align Wealth → www.alignwealth.ca