What are you going to learn from this site?

LearningGraduation.jpgIf you’ve read the “How to use this site” section you will have noticed that there are going to be various levels of information presented here with respect to knowledge levels. But since that in itself is quite vague, I though I would write a post describing some of the things I will be talking about (In addition to what you guys ask about!).

In addition to defining some of the terms I think everyone should know, I’d like to explore how many different types of financial advisors there are out there and specifically how each operate and are paid. There is a HUGE spectrum. And the right fit for one person might not be the right fit for another!

Also, I’m going to demystify leveraging (borrowing to invest). (p.s. your mortgage is a leveraged investment!), and why it is so popular and also very scary. But I’m also going to talk about creating monthly budgets, how to save money in the first place (you have to be a saver first before you can be an investor!), the various different avenues to getting a mortgage, how to save money on buying/leasing a car – you name it, the sky is the limit!

I also hope to have people contributing information as well as I don’t have the answer for everything – similar to my job, I rely on a team of experts to know the nitty-gritty details of specific subject matter – I’m just a liaison between the super-smart bean counters and my clients!

In any case, I’m going to jump from topic to topic and follow up with the discussions when they are generated. I will archive the posts into the specific categories as time goes on so people can sift through (hopefully) an ever-growing repository of information.

Remember – if you have any questions: please post them in a comment or you can email me at preet.banerjee@gmail.com and I’ll create a posting on it for you!

Preet Banerjee
Preet Banerjee
...is an independent consultant to the financial services industry and a personal finance commentator. You can learn more about Preet at his personal website and you can click here to follow him on Twitter.
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