Meagan Balaneski
Portfolio Manager and Certified Financial Planner® with expertise in comprehensive financial planning, recognized with top CFP exam performance and the FPAC 2025 Financial Planning Award.
Best podcasts with Meagan Balaneski
Ranked by the Snipd community
Feb 17, 2026 • 52min
#44 — Meagan Balaneski: Opportunities and Challenges in the Financial Planning Industry
Meagan Balaneski, Portfolio Manager and CFP® recognized for top exam performance and the FPAC 2025 award. She discusses what a real financial plan looks like and why deep, thoughtful questions matter. They examine strengths and limits of AUM and advice-only models. Topics also include fiduciary standards, cash value life insurance, disability and insuring children, plus debunking RRSP myths.
