Category: Financial Planning
Where You Should Be (Financially) In Your 50s
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…
3 Questions to Ask Yourself When Planning Retirement
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…
The Non-financial Aspect of Retirement (Interview with Susan Hogan, Inspired Retirement)
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…
How to Save Your Retirement Plans from Falling Apart
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…
Episode 90 – Should you move away to save money (in Canada and Internationally)?
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…
Episode 89 – To Pre-Pay for Your Funeral or Not
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…
Episode 88 – Getting Candid about Money Mindset & Financial Health (Interview with It’s Humble)
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…
Episode 87 – Organizing Your Investment Paperwork
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…
Episode 86 – Living a Good Life (Interview with Billy Pratt)
Want to live an expansive life in retirement? There are so many ways you can have a great life in retirement—the kind of retirement you dream of. Some of them do require some forethought and planning, while others do not. To find out what those pieces are and how to…
Episode 85 – What Billionaires are Doing With Their Money Right Now
How to build the wealth you want FASTER. Getting rich overnight would be a dream, but more than likely it’s going to take you some time to build the financial picture of your dreams. But that doesn’t mean there aren’t proven strategies to get you there faster and easier. (In…