Ep 51 Care and Feeding for Financial Planning
Jun 19, 2026 · 23 min · 7 segments
Chael talks basil. Jason defends FP Canada, but extends a beef in the process…
Jun 19, 2026 · 23 min · 7 segments
Chael talks basil. Jason defends FP Canada, but extends a beef in the process…
Jason WattHost
Shale McDonaldHost
So I sent over this quote here or this article and it's another, I hate to do this.
I feel like, you know, like I'm picking on this poor fellow, but our third article in a row from Jeff King.
So, so the, I think there's a bunch of different angles I can take here, but the context I'm going to give is that FP Canada is kind of relatively new.
So the actual like concept of financial planning originated in 1969, um, at actually sort of adjacent to an insurance sales convention in Chicago.
And basically what happened here is a couple of folks who were at that convention and then five or six others, total of about eight people, if I recall correctly, got together and they said, we kind of want to professionalize this.
How are we going to do that? And they developed at that meeting this idea of financial planning.
seems like something that is, I mean, maybe it's just like you've known me for a while, you know, a financial planner, but.
So before the late 60s and even into that period a little bit, people just didn't need kind of what we call financial planning today.
So I sent over this quote here or this article and it's another, I hate to do this.
I feel like, you know, like I'm picking on this poor fellow, but our third article in a row from Jeff King.
So, so the, I think there's a bunch of different angles I can take here, but the context I'm going to give is that FP Canada is kind of relatively new.
So the actual like concept of financial planning originated in 1969, um, at actually sort of adjacent to an insurance sales convention in Chicago.
And basically what happened here is a couple of folks who were at that convention and then five or six others, total of about eight people, if I recall correctly, got together and they said, we kind of want to professionalize this.
How are we going to do that? And they developed at that meeting this idea of financial planning.
seems like something that is, I mean, maybe it's just like you've known me for a while, you know, a financial planner, but.
So before the late 60s and even into that period a little bit, people just didn't need kind of what we call financial planning today.
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