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Plain English Finance

Plain English Finance

De : Tré Bynoe CFP® CIM®
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À propos de cette écoute

The Plain English Finance podcast is hosted by Tré Bynoe CFP® CIM®, a financial planner with TCU Wealth Management and Aviso Wealth.


While Tré specializes in working with families with more complicated finances, typically involving corporations and trusts, this podcast is for anyone wanting to learn how to make high-quality decisions based on evidence, to give themselves the highest likelihood of financial success.


You should always consult with your financial, legal, and tax advisors before making changes.

This podcast is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell any securities.

The views expressed are those of the individual and are not necessarily those of Aviso Financial Inc.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.


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    Épisodes
    • About My Process

      About My Process
      Jun 6 2025

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      In the second episode of the Plain English Finance Podcast, host Tre Bynoe CFP CIM delves into his approach to financial planning, emphasizing the significant impact of decision-making over mere financial data. He explains how decision paralysis can affect investment choices and highlights the importance of a structured financial planning process. He outlines six key steps in working with a financial planner and shares his methodology on managing taxes, cash flow principles, investment strategies, and risk management. He also discusses the importance of selecting the right financial planner and addresses various financial concepts aimed at helping listeners achieve their financial goals.

      This episode serves as an insightful guide for those considering working with Tre Bynoe or seeking to understand effective financial planning strategies.

      00:00 Introduction to the Podcast
      00:23 Understanding Decision Paralysis
      02:53 The Role of a Financial Planner
      03:41 Steps in Financial Planning
      06:36 Key Financial Planning Areas
      12:48 Investment Strategies and Risk Management
      19:39 Conclusion and Next Steps
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      21 min

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