Episode 31 – How to Find Your Money Values

Money values are funny things. They are built on our previous relationships with money, where we sit with it now and where we want to get to. They also often don’t involve just one person – when you’re sharing your life with a spouse and/or kids or anyone else, all…

Episode 30 – A Few of My Favourite Finds

Summer is one of my favourite times of year. We get outdoors to enjoy the sunshine, relax, spend time with our loved ones and catch up on our reading. It’s also a great time to brush up on our financial smarts. I wanted to share some of my top summer…

Episode 27 – What is a Family CEO Organizer?

Getting organized is such a satisfying feeling, right? Like when you get your closet all sorted or you get that nightmare of products and impulse buys under the bathroom sink finally put together the way you want it. Well, getting your important information organized feels just as good. I’m talking…

Episode 26 – Inheritance Conversations with Siblings

  Inheritance conversations with siblings can be difficult. We (hopefully) often think about our own estate planning that we do with our financial advisors…but have you also considered the conversations with family about it all? And what about the conversations you inevitably need to have with your siblings around your…

Episode 25 – How Financial Planning Product Fees Work

This week on Heart of Our Money talks, I’m digging into something that confuses a lot of people – how financial product fees work. I know you might be thinking, “Didn’t she do this episode already?” Nope. that was on how your advisor is paid – product fees are totally…

Episode 23 – Should You Buy or Rent a Cottage?

Cottage life is one of those things that lots of us dream about and want to make happen. Whether it’s buying a place of our own or renting something for a few weeks at a time, being on the water and away from the hustle of everyday life to make…

Episode 22 – Your Post-Tax Financial Planning Meeting

Booking your annual post-tax financial planning meeting is really important. Why, you ask? Well, because it gives your financial advisor a chance to look over your full return (yes you MUST take your full tax returns to these meetings, not just the one-pager) so they can give you advice for…