My name is Mark Goodfield. Welcome to The Blunt Bean Counter ™, a blog that shares my thoughts on income taxes, finance and the psychology of money. I am a Chartered Professional Accountant and a partner with a National Accounting Firm in Toronto. This blog is meant for everyone, but in particular for high net worth individuals and owners of private corporations. The views and opinions expressed in this blog are written solely in my personal capacity and cannot be attributed to the accounting firm with which I am affiliated. My posts are blunt, opinionated and even have a twist of humor/sarcasm. You've been warned.

Monday, December 14, 2015

Getting Your Financial Affairs in Order

I was recently interviewed about my book Let's Get Blunt About Your Financial Affairs, by Promod Sharma, a Toronto based actuary, for his Tea at Taxevity series. The interview ended up being as much about my opinions on the importance of getting your financial affairs in order as about the specifics of my book. If I do say so myself, I think the interview is interesting and informative (especially considering you have an accountant being interviewed by an actuary; who would have imagined :).

I thought today, instead of writing, I would link to this interview, so you can actually hear my views on the topic. By the way, and you can believe it or not, that empty space from the bottom of my forehead to the top of my head once was full of flowing locks - big sigh.

Enough about being “follicly-challenged". Here is the interview, I hope that it spurs you to take action and you get your financial affairs in order.





This site provides general information on various tax issues and other matters. The information is not intended to constitute professional advice and may not be appropriate for a specific individual or fact situation. It is written by the author solely in their personal capacity and cannot be attributed to the accounting firm with which they are affiliated. It is not intended to constitute professional advice, and neither the author nor the firm with which the author is associated shall accept any liability in respect of any reliance on the information contained herein. Readers should always consult with their professional advisors in respect of their particular situation.

6 comments:

  1. Thanks for being a guest, Mark. Maybe you'll spur people to make New Year Resolutions — and keep them!

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    1. Thx Promod, thx for the insightful questions. Happy Holidays and Happy New year

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  2. As usual your normal erudite self, you should be on the chat show circuit, with Preet & Kerry telling folks what needs to be done to get their houses in order!

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    1. Damn right!!! How much do u charge for agent fees. Only thing is I am not as pretty as those two :)

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  3. Great stuff! Long-time reader of TBBC and just finishing up our family's estate planning. It was a lot more work than I thought it would be, but at least it's mostly set-it-and-forget-it.

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    1. Exactly, once done you just need to update and it is done god forbid something happens

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