Category: Advice

Don’t get stuck in an endless borrowing cycle.  It can be tempting to take out a loan for your RRSP contribution—but keep in mind that current lending rates are high, and this could lead to a longer borrowing span than you had intended. In this scenario, it’s easy to catch…

The best way to tackle a financial crisis … Is to plan for it before it even happens. That’s the not-so-secret strategy for creating a contingency plan you feel confident about. But where do you start? In the latest podcast episode, I walk through 4 steps you can take right…

Could you be hurting your investment portfolio without even knowing it? The short answer: Yes. The solution? Knowing what habits you should be looking out for and avoiding. I tell you exactly what those are by walking you through five ways you can ruin your investment portfolio in the latest…

  This week, we’re talking about how to prepare financially for January 2023. The end of the year is coming, and it’s time for some financial housekeeping! We’ll be talking about what questions you should be asking yourself while planning for any expenses, planning for any increase or decrease in…

  Traveller insurance is a must for any traveller. If you’re going on a holiday, it’s important to make sure that you have the correct insurance in place. This will ensure that you have all of the necessary covers for your trip and that any accidents or injuries that happen…

  In this episode of Heart of Your Money, I’m going to show you how to use financial planning as a way to take control of your life and make better decisions. We’re talking about how financial planning can help you achieve your goals, whether it’s saving up for a…

  This week, we’re talking about gifting money. Should you wait till you’re dead to gift money? It’s an important question, and one that everyone should be thinking about. We’ll break down the financial implications of gifting money before you pass, as well as some other considerations. With all the…

  How many of you have had the post-holiday trip down guilt lane after you see the credit card bills coming rolling in? I know I have – and it sucks 🙅 My hangovers would either come from buying the quickest, cheapest gift with no meaning or love behind it…

We’re back with another episode of Heart of Your Money. In this week’s episode, we’re talking about what you need to expect when you’re planning on working past 65. As we all know, retirement is a big deal. It’s the time when you get to relax and enjoy life after…

This week’s podcast episode is all about the financial steps to take in the event your spouse dies. Are you prepared? Have you thought through what will happen if your spouse passes away? Have you created a plan for how to move forward with your finances and pay off any…