Category: Financial Planning

  This week, we’re talking about gifting money. Should you wait till you’re dead to gift money? It’s an important question, and one that everyone should be thinking about. We’ll break down the financial implications of gifting money before you pass, as well as some other considerations. With all the…

  How many of you have had the post-holiday trip down guilt lane after you see the credit card bills coming rolling in? I know I have – and it sucks 🙅 My hangovers would either come from buying the quickest, cheapest gift with no meaning or love behind it…

We’re back with another episode of Heart of Your Money. In this week’s episode, we’re talking about what you need to expect when you’re planning on working past 65. As we all know, retirement is a big deal. It’s the time when you get to relax and enjoy life after…

This week’s podcast episode is all about the financial steps to take in the event your spouse dies. Are you prepared? Have you thought through what will happen if your spouse passes away? Have you created a plan for how to move forward with your finances and pay off any…

We’re so excited to share a new episode of Heart of Your Money with you this week. This episode is all about how often you need to revisit your financial plan—and it’s not just about making a plan! You need to ensure that your plan is up to date with…

Life insurance is a necessary part of financial planning—no matter your age. But it’s not always easy to understand what benefits can be gained from paying into a life insurance policy from a young age. In this episode, I discuss the three benefits of purchasing life insurance for your young…

Are you a retiree? Do you want to be? If so, there’s something important that you need to know: saving money isn’t just for before you retire. It’s also important after you’ve retired and are living off your savings! That’s because it’s essential to have extra savings buckets in place….

Is semi-retirement right for you? We’ve all heard the stories of those who retire at a young age and never have to work again. But what about the rest of us? How do we decide what kind of retirement plan is the best plan for our future? In this episode,…

It’s no secret that inflation and rising costs are making it more difficult for people to save for retirement. But how does this impact your plans? The effects are vast, and they’re not going away anytime soon. It’s essential to understand how these changes are impacting your retirement plans so…

Do you know what to do in a bear market? Maybe you’re feeling like you’re missing out on the opportunity to invest and make money. Maybe you’ve been waiting for the perfect time to jump on the market, but it’s not happening. I’ve got some advice for you: don’t change…