EP164 Financial Planning for Business Owners with Jason Pereira of Woodgate Financial

Jason Pereira is a partner and senior financial consultant with Woodgate Financial, a volunteer with the Financial Planning Standards Council, a mentor for entrepreneurs, a podcast host, a lecturer at the Schulich School of Business at York University, and—if that isn’t enough—he is also a regular contributor to The Globe and Mail. With a wealth of experience behind him, Jason is committed to the betterment of the financial industry and has been recognized both nationally and internationally with numerous awards and accolades.

Listen in as he shares how a financial planner helps you to live your best life, as well as the common mistakes he sees business owners make. You’ll hear his advice for creating wealth and success in your life (hint: it’s not a quick journey, but it is worth it) and the best time for small business owners to start working with a financial planner. If you’ve been wondering whether a financial planner is something you should have in your life, this is the episode for you.

“Having the right financial planner is having someone in your life that you get to turn to that will basically ask you what it is you want out of life and help you get there.” – Jason Pereira

This Week on Young Money:

• What the 5-step process of financial planning entails.
• The best time for small business owners to begin working with a financial planner.
• What makes most business owners successful.
• Common missteps Jason sees business owners make.
• The difference between financial planning and accounting—and why it matters.

Key takeaways:

1. Financial planners enable you to live your best life.
2. Successful business owners act like business owners.
3. Build the business you want 20 years from now.
4. Don’t be afraid to pay for professionalism.

Resources Mentioned:

• Jason Pereira: Website | Facebook | LinkedIn | Twitter | YouTube
• Woodgate Financial
• The Fintech Impact Podcast
• Financial Planning for Canadian Business Owners Podcast
• FP Canada
• Institute of Advanced Financial Planners
• Financial Planning Association of Canada

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