Category: Financial Planning

Are you ready to break free from financial constraints and embark on a journey to redefine your relationship with money in 2024? I’m here to guide you through a game-changing approach that will reshape your financial destiny, starting with today’s podcast, Episode #109: Cash Flow Mastery – Breaking Free from…

Get ready for an inspiring journey through the entrepreneurial landscape in our latest podcast episode! In today’s podcast, I’m joined by Corina Walsh, author, certified leadership coach, and CEO of Shift People Development Inc. Our conversation was brimming with wisdom nuggets, offering invaluable insights into… 🌟The Exhilarating Entrepreneurial Journey: Dive…

Cozy up with my latest podcast episode as we embark on a winter wind-down filled with my favourite podcast and books recommendations, including … 🎁 From the laughter-inducing “Older and Wider” to thought-provoking interviews on “Wiser Than Me” with Julia Louis-Dreyfus, there’s something for everyone. 🎁 If you’re looking for…

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…