How To Positively Plan With Rona Birenbaum, my Financial Advisor

When I'm thinking to myself, "All right. Who do I need to talk to about money? Who would be a great source of wisdom and calmness and guidance in this time?" I thought I should introduce you to the person who helps me most. I'm going to introduce you to my financial advisor, Rona Birenbaum, who is brilliant. I love her not just for how she manages our money, but for how she calms us down.
Rona is the founder of Caring for Clients--the name says a lot right away--a Canadian fee-for-service financial planning firm. Wealth Professional magazine has named Caring for Clients the top independent firm in Canada in 2017, and Rona has been named one of the top 50 advisors in Canada for five years running, an award well-deserved. Rona was recently named a Women of Influence in financial services.
We’re not covering specific investment strategies in this podcast, because they’re irrelevant to most of us all the time, and immediately out of date regardless. But what we do get into is the mind-games of investing our money; what it means to plan positively using three different scenarios; just how a stock differs from a bond (so a tiny bit of financial basics for those of us who need it); and the power of self-care.
You can meet Rona at www.CaringforClients.com and on Twitter @Caring4Clients.
This show is brought to you by The Advice Trap, Michael Bungay Stanier’s latest book. You can access a wide range of tools to help #TameYourAdviceMonster at www.TheAdviceTrap.com
If you’d like to spend more time with Michael and people he admires, sign up for The Year of Living Brilliantly. 52 teachers over 52 weeks, each teaching one brilliant insight. Absolutely free.

When I'm thinking to myself, "All right. Who do I need to talk to about money? Who would be a great source of wisdom and calmness and guidance in this time?" I thought I should introduce you to the person who helps me most. I'm going to introduce you to my financial advisor, Rona Birenbaum, who is brilliant. I love her not just for how she manages our money, but for how she calms us down.

Rona is the founder of Caring for Clients--the name says a lot right away--a Canadian fee-for-service financial planning firm. Wealth Professional magazine has named Caring for Clients the top independent firm in Canada in 2017, and Rona has been named one of the top 50 advisors in Canada for five years running, an award well-deserved. Rona was recently named a Women of Influence in financial services.

We’re not covering specific investment strategies in this podcast, because they’re irrelevant to most of us all the time, and immediately out of date regardless. But what we do get into is the mind-games of investing our money; what it means to plan positively using three different scenarios; just how a stock differs from a bond (so a tiny bit of financial basics for those of us who need it); and the power of self-care.

You can meet Rona at www.CaringforClients.com and on Twitter @Caring4Clients.

This show is brought to you by The Advice Trap, Michael Bungay Stanier’s latest book. You can access a wide range of tools to help #TameYourAdviceMonster at www.TheAdviceTrap.com

If you’d like to spend more time with Michael and people he admires, sign up for The Year of Living Brilliantly. 52 teachers over 52 weeks, each teaching one brilliant insight. Absolutely free.