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#028 - Rethinking Wealth: Insurance, Taxes, and Financial Wisdom with Brent Swatuk
Manage episode 436630964 series 3524898
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Hey Wealth Eazy family! John here, and I'm excited to share Episode 28 with you. Today, I sat down with Brent Swatuk, a guy who's been in the trenches of life insurance and advanced tax planning for nearly 30 years.
Brent challenges everything we think we know about building wealth. He explains why your financial plan might be missing its heart, and why focusing only on saving money could leave you scrambling in retirement.
We dive into some real talk about RRSPs - are they the tax-saving heroes we think they are? Plus, we discuss why teaching your kids about money is crucial (and it's never too early to start).
Whether you're just starting out or you've been in the game for years, I promise you'll learn something new. Brent shares insights that even surprised me, and I've been doing this for decades!
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