Category: Advice
Episode 52 – What I Learned About Retirement From Visiting My Parents
Do you have a long retirement bucket list? Maintaining a healthy body and brain going into retirement may allow you to tick more of those boxes! Naturally, our bodies slow down as we age, which is why we want to keep our health in check – so we can…
Episode 51 – How to Get on the Same Page with Your Partner About Finances and Retirement
There’s more to retirement than just the financials. Timeline plays a huge role as well, and you and your partner need to be on the same page! ⏰ What do I mean by this? When will you retire? Will you and your partner retire at the same time? What…
Episode 50 – What Should You Have in Your Portfolio? Fixed Income, Equities and Cash
This week on Heart of Your Money, I’m diving into the nitty-gritty of creating a portfolio that works for YOU! I’ll be discussing… – What assets you should have – Risk-tolerance – The do’s and don’ts of planning – And SO much more! There is no one-size-fits-all approach to retirement,…
Episode 49 – Pay Down Your Mortgage or Top Up Your TFSA?
Pay off your mortgage early or add to your TFSA? There is no right or wrong answer! The best option for you actually depends on many factors such as… Age Excess spending money Retirement date In episode 49 of the Heart of Your Money podcast, I explain a few different…
Episode 48 – Debunking Retirement Myths
Are you tired of hearing retirement myths all the time?! Me too! “You should retire at this age.” “Make sure you’ve saved this much money.” Forget about what he said, she said, and let me do the debunking for you! I’ve compiled the most common retirement myths I’ve heard, and…
Episode 47 – What in the World is a RIF and How Do I Get My Income?
If you’re working on your retirement fund, there are a few things you should know about RIFs, or retirement income funds. New term? Don’t worry! Listen to Episode 47 of Your Heart of Money Podcast where I go over: What a RIF is How they work Some tax tips and…
Episode 43 – Your Last Meeting of Year with Your Financial Advisor
It’s almost the end of the year! Are you ready for your last meeting of the year with your financial advisor? In Episode 43 of “The Heart of Your Money,” I cover everything you should take into consideration for this meeting, and why it’s important. Show Notes: Hey there, and…
Episode 42 – Travel Organization 101
NEW PODCAST EPISODE! Catch me in your earbuds with the latest episode of Heart of Money. We’ll cover travel organization 101 so you have peace of mind when you plan for and go on your next trip! I talk about… some of my concerns as my parent’s snowbird down south…
Episode 40 – The Perfect Retirement with Bryce Buchanan
Ready for some retirement inspiration? Listen to this tale of The Perfect Retirement with Bryce Buchanan! I want you to hear this. I haven’t been this excited about one of my podcast episodes in a long time. Why you ask? Because I sat down with Bryce Buchanan to talk…
Episode 41 – What is the Best Month to Retire?
We all think about what age and year we will retire, but have you given some thought to what month of that year will give you the most bang for your buck? You should. Think about it. What time of year do you… Get your annual bonuses? Have a fiscal…
