Apr 23, 2019
Preet Banerjee is a financial consultant and the host of the Mostly Money Podcast, where he shares financial advice in a relaxed setting. He is an author, columnist, and speaker on the topic of finance, appearing in publications such as The Globe and Mail. He was named as one of Canada’s Top 10 Financial Visionaries by Advisor.ca in 2011, the former host of Million Dollar Neighbourhood on The Oprah Winfrey Network, as well as a financial panelist on CBC’s The National with Peter Mansbridge. Preet is pursuing a doctorate at Henley in the UK and has a unique background that includes training as a neuroscientist and a brief history as an aspiring race car driver.
Preet joins me today to share how you can get your finances on the right track. He describes the differences between financial product sales and financial planning advice and stresses the importance of estate and digital estate planning, which has become more crucial in modern times. He also shares some fantastic advice on why you shouldn't purchase depreciating assets with borrowed money.
“A lot of people don't realize that their single biggest asset is their ability to earn an income for the rest of their lives.” - Preet Banerjee
Today on I’m A Millionaire...So, Now What?:
Preet Banerjee’s Fun Frank Advice for Self-Made Millionaires & Wealthy Families:
Connect with Preet Banerjee:
Protect Yourself. Protect Your Family. Protect Your Assets
Protecting yourself, your family, and your assets are all essential elements of your roadmap to real riches as well as building and strategizing your financial plans.
If you’re ready to build your roadmap to riches and learn how to protect yourself, your family, and your assets, join us this spring for our Estate Planning Sessions with RBC Wealth Management.
Topic: Your Power of Attorney: Quite Possibly the Most Important Person You Will Ever Hire
Date: Wednesday, April 24, 2019
Time: 2pm - 4pm
Topic: Your Executor: What You Need to Know Before You Hire Yours
Date: Wednesday, May 22, 2019
Time: 2pm - 4pm
Topic: Essential Family Conversations: Protecting Yourself and Your Wishes
Date: Wednesday, June 12, 2019
Time: 2pm - 4pm
Location details will be provided when you RSVP to the event(s). To RSVP, email Colleen at firstname.lastname@example.org
Get Ready for Fun Networking & Fundraising!
Kick off your high-heels ladies, lace up your golf shoes, and get ready for an exciting, fun way to network with your business peers while raising money for a worthy cause. Join me, Colleen O’Connell-Campbell and Shelley True on September 5, 2019 for the all-women’s golf tournament, FORE-Play for Charity - the annual event supporting The Royal Ottawa Foundation for Mental Health.
The FORE-Play for Charity event features fun ways to network with other Ottawa-based business leaders such as Open Mic, Cocktail Hour, the Red Carpet event, and a unique Makeup and Beauty Bar as well as a Gala Dinner.
So if you’re ready to lace up your golf shoes and tee off to support The Royal Ottawa Foundation for Mental Health, visit www.truedotdesign.com/foreplay to register today - or, become a sponsor to show the community you’re serious about mental health.
Be sure to subscribe to our newsletter and follow FORE-Play for Charity on Facebook so you never miss an update on this important event.
Registration opens on April 1, 2019
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