This episode of the More Money Podcast is sponsored by TurboTax Canada. Get a jump start on your taxes with TurboTax, Canada’s #1 tax software, trusted by millions of Canadians for over 20 years. Visit TurboTax.ca to get.
“If you take care of your money, then your money takes care of you.“
– Ryan Goldsman, Author & Certified Financial Planner
If you’ve ever been curious about what it takes to become a CFP, how to get your foot in the door of the Canadian financial industry, or how to set yourself for a successful retirement in Canada…then this episode is going to be just what you’ve been looking for. In this episode, I’m joined by Ryan Goldsman, the President of Monkey Credits and the author of Elmer’s Nine & Dine: A Guide to Retirement Planning.
Ryan Goldsman is a Certified Financial Planner, has worked for some of Canada’s largest banks, and has taught at George Brown College in their financial planning program. He is now focused on growing his continuing education platform, Monkey Credits Inc. which offers courses to help future CFPs.
Ryan shares how Monkey Credits was never meant to be a business, but 5 years on he’s looking to expand its offerings to help further the education of financial planners across Canada. We also talk about his book Elmer’s Nine & Dine, which is a succinct guide to retirement planning for Canadians (and a book I think every Canadian should read).
Things Mentioned in This Episode
- Ryan’s website
- Buy Ryan’s book, Elmer’s Nine & Dine: A Guide to Retirement Planning
- Michael Hlinka’s website
- Jessica’s Instagram & YouTube channel
- I’m giving away copies of all the books featured on this season of the podcast! To enter, visit jessicamoorhouse.com/contests
- My free resource library, where you can find budget spreadsheets & more!
- Apply to enroll in my investing course Wealth Building Blueprint for Canadians
- Check out my shop!
Looking for Financial Help?
Looking for some financial help during these tough and uncertain times? Check out my online courses and budget spreadsheets on my new shop page