Category: Financial Planning

In my latest podcast episode, I delve deep into the wonderful world of Education Savings Plans (ESPs) and how they can pave the way for your child’s bright future. 🌟 Here I’ll share my top 3 takeaways, including … 🌟 Benefit Bonanza: The myriad benefits and growth potential an RESP…

Unwrap your holiday savings secrets a little early! In the latest podcast, I spill the (cocoa) beans on: Early holiday prep for stress-free finances. Relatable shopping blunders. And how to join my FREE savings challenge for a wallet-friendly and joyful season. Join me for a holiday savings journey and let’s…

Don’t miss our latest podcast episode! I’m dishing on the celebrities and offering vital aspects of estate planning, including … 🌟 Why having a will is crucial to avoid complications and disputes. 🌟 Common reasons for delaying will creation. 🌟 The importance of updating your will as life changes. Celeb…

  Welcome to episode #103! In this podcast episode, I’m sharing commonly given bad financial advice, including… Investing all your money in a single stock based on rumors or tips is discouraged due to its high risk. Borrowing money to invest, known as leveraging, can lead to financial trouble. Dipping…

  You’ve got Q’s, I’ve got A’s! In this week’s episode, I’m answering all your burning questions, including how to… ✅ Balance Finances: Managing cash flow when one partner retires before the other is crucial. Evaluate retirement income sources, minimize taxes, and consider health insurance impact. ✅ Make Smart Investments:…

  In this episode, lawyer Yens Pedersen and I are navigating common mistakes in estate planning choices. Here’s a sneak peak at the 3 three key takeaways… ✔️Executor fees vary by province, and compensation depends on factors like complexity and assets. Some opt for percentage-based fees, while banks and trust…

  In our ⭐100th ⭐ episode of “The Heart of Your Money” podcast, guest Billy Pratt shares his inspiring “$5 Story” experiment. In this experiment… 💌 He sent $5 bills to 43 people with no restrictions on how to use it. 💌 Recipients used the money for self-care, charity, and…

  This week’s podcast episode has me all fired up! Tune in to find out my top 3 tips for getting the most of out your relationship with your financial advisor, including … ✅ Demanding a financial plan from your advisor. You deserve it! ✅ Seeking comprehensive advice beyond just…

In my latest episode, I’m sharing my top 3 tips for a peaceful retirement: 🌟The importance of planning for long-term care expenses in retirement 🌟Downsizing as an option to fund care costs 🌟And the significance of open family discussions about care preferences These 3 aspects ensure a secure and comfortable…

Good things come in 3’s. And in this podcast episode, I get personal and share 3 key things that I have learned in my personal journey: ✨Money matters ✨Motivation matters ✨Tribe matters Money goes beyond numbers, representing dreams and values. Motivation drives success by understanding your “why” and staying connected…