Do you really need a financial planner—or can you do it yourself and still build lasting wealth?

If you’ve ever second-guessed the value of hiring a certified financial planner, this episode might change your perspective. In this deeply personal and practical conversation, consultant and speaker Doug Dvorak shares how decades of professional success didn’t protect him from making common financial mistakes—until he partnered with a fiduciary advisor.

You’ll learn:

1. Why going it alone with your finances can be a costly (and stressful) mistake
2. What successful professionals actually want from their financial advisors
3. How to use humor, humility, and honesty to improve your money mindset and reduce emotional risk

If you're ready to build smarter wealth with less stress, this episode is your next best decision.

Tap play now to hear why even top consultants don’t go it alone.

Are you asking the right questions before taking financial advice?

Most people assume their financial advisor is giving well-researched guidance — but is it actually backed by data, or just dressed-up sales?

In this episode, we explore the major difference between selling financial products and offering evidence-based financial planning. With insight from expert Jason Watt, we unpack how financial planning is finally being treated like a real profession — and why you need to know the difference.

You’ll learn:

1. Why licensing doesn’t guarantee qualified financial advice
2. What questions to ask to make sure your advisor is using evidence-based strategies
3. How financial planning is evolving into a peer-reviewed, research-driven profession

If you want smarter decisions and more reliable financial planning, this episode is a must-listen.



What if the most important wealth decision you ever make isn’t about what you invest in—but when and why?

In this compelling episode, financial educator Jason Watt breaks down the myths and evidence around RRSP vs TFSA decisions, why deferring CPP to age 70 may be the smart default, and how flawed planning assumptions can destroy wealth faster than a bad investment ever could.

You’ll discover:

1. Why RRSP contributions often create more downstream tax benefits than TFSAs—especially for parents.
2. How to avoid common behavioral pitfalls in financial planning (and why good planners consider your values, not just your goals).
3. What advisors and consumers alike get wrong about active management—and how to spot high-fee traps.

🎧 Listen now to learn how to make better financial planning choices and avoid costly wealth decisions, with insights you won’t hear from your average advisor.