This week on the show we talk to Nest Wealth CEO Randy Cass on what’s next for Robo-Advisors. Also joining us is former MoneySense editor Jon Chevreau. His new book, “Victory Lap Retirement” looks at how to get paid for your passion after you’ve left the full time worked. And we’ll drill down on what drives your credit score with Borrowell’s Eva Wong. Plus “Nutritional Facts” for your investments. Anthony Boright of InvestorCOM on the new CRM2 regulations rolling out to help you understand how much you’re paying for advice.
Guest Links:
- Randy Cass, Nest Wealth on Twitter @randy_cass
- Jon Chevreau, Financial Independence Hub on Twitter @JonChevreau
- Eva Wong, Borrowell on Twitter @eva_toronto
- Anthony Boright, InvestorCOM