CLEAN BREAK: Avoiding Financial Regret During the Holidays

CLEAN BREAK: Avoiding Financial Regret During the Holidays

Cole Seabrook is a financial advisor with O’Farrell Financial Services Inc. and has been working in the industry since 2018. He and Daren sit down today to discuss why financial planning is important and how to set yourself up for success in the future. The holidays are often a financially stressful time for folks; Cole provides practical and simple strategies to help individuals stay organized and avoid the financial regret that can come around this time.

Find out more about who can work with a financial advisor (hint: it’s everyone), the importance of risk management, and how to properly approach setting up a budget and a financial plan you can stick to by listening to the podcast below!

Contact Cole on LinkedIn

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Our hosts: Daren Givoque and Tina Murray (currently on a well-deserved vacation)

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About CleanBreak

Whether you are navigating a change in your career or personal life, Clean Break is here to help you manage that journey. We will connect you with the right people to support you as you take those next steps.