Category: Financial Planning

In my latest podcast episode, I’m sharing my top 3 financial tips to kickstart an abundant future in your 30’s. Things like … Building a strong financial foundation in your thirties by managing cash flow, saving for emergencies, paying off debt, and planning for retirement. Investing in yourself by advancing…

In my latest episode, I’m talking all thing financial benchmarking for your 40s and what’s the most important things to have in place (financally-speaking), such as… ✅ Focusing on developing a financially fit mindset, setting boundaries, and saying no to unnecessary expenses ✅ Having important conversations about wills, power of…

In my latest podcast episode, I discussed three key points for individuals in their fifties. Firstly, prioritize retirement planning and address the sense of urgency, considering both financial and physical well-being. Secondly, manage finances wisely by paying off debts, maximizing work pensions, and utilizing critical illness benefits and group life…

In my latest podcast episode, we discussed three transformative questions by life planning pioneer George Kinder. They encourage us to envision financial security, consider life changes in the face of limited time, and confront our mortality’s impact on our aspirations. By aligning our finances with our values and embracing these…

Being totally FREE can be totally stressful … … especially when it comes to entering retirement. In fact, this newfound freedom can be overwhelming. If you don’t plan for this transition beyond the financial, you could get stuck. Retirees who don’t consider the emotional and lifestyle factors influencing this transition…

This could make or break your retirement plan. Having your retirement plan go sideways is a big deal—especially if you’re already in it. So how can you prevent that from happening? First, it’s important that you … Enter retirement debt free Build a cash savings Keep tabs on your spending…

Should you relocate in retirement? You may consider making an international move during your retirement—especially if it will save you money. But before you decide whether it’s best to make a move, you will want to weigh the pros and cons. Saving money is great, but it’s not the only…

Funeral talk feel taboo? Here’s why it shouldn’t be. It might not be an easy subject to discuss, but it is an extremely important one. Planning or even pre-paying for your funeral in advance can provide your family the support they need in a time of grief. Making your wishes…

Let’s talk about money and mindset. 👇 How you think about money has a lot to do with how you make and spend it. And when you feel yourself getting stuck in a place of scarcity, there are things you can do to redirect your mindset to a more helpful…

Those investment records of yours? They need to be organized—for security and for ease. Of course it can be so much easier said than done. So where’s the best place to start? Well, when it comes to getting your paperwork in order, it helps to create a streamlined, secure system…