Category: Financial Planning
Episode 61 – How to Deal with the Stressors of the Sandwich Generation (Looking after kids and parents all at the same time)
Ever heard of the Sandwich Generation? It refers to those who are in the position of looking after their elderly parents and their children. Maybe you’re creeping up to it, or perhaps you’re already there. Either way, it’s not an easy position to be in, but let me tell you, there…
Episode 60 – How Your Financial Advisor Can Help With More Than Just Your Money
Wondering how your financial can help with your finances? Well, it starts with asking this question: Do you feel supported by your financial advisor? And I don’t just mean financially! 💰 A great advisor is someone who takes into consideration your… Career dynamics Family dynamics Emotional dynamics You are so…
Episode 59 – How to Deal with Market Volatility
So, your investments are tanking, and you’ve had the urge to sell them? Let’s re-think that! There are a lot of factors contributing to a particularly volatile market right now, which can make for a scary situation. Luckily, I’ve got a few pieces of advice I want to share…
Episode 58 – Mother’s Day Episode
In this week’s podcast, we’re chatting mom to mom about motherhood and the realities of financial planning! My special guest, Nicole Putz, is celebrating her first Mother’s Day this year and shares her candid experiences and favourite pieces of advice as a new mother. Join us for a lighthearted…
Episode 57 – The Scoop on Value-Based Investing
Do your investments align with your ethical values? This question plays into the idea of value-based investing – investing in companies that take environmental, social, and governance issues into account. There are a lot of sneaky companies out there that come across as environmentally friendly. However, you have to…
Episode 56 – Helping Adult Children Buy Their First Home with Steve Ryan
With the markets going up every year, children are turning to their parents for help with buying their first home. Are you considering helping out your children, but wonder what that will look like? There are a few ways to do it. You can… Co-sign Assist with the down-payment…
Episode 55 – Converting Health Benefits At Retirement
So, you’re about to retire and you’re thinking about what your health benefits plan will look like. The plan you choose ultimately depends on your needs! Do you need… Drug coverage? Dental? Eyecare? The current plan you have through your employer may be great. But it’s always a good…
Episode 54 – DIY or Full-Service Concierge
When it comes to investing, there’s A LOT that needs to be considered. Think about these questions… – How are you picking what companies to invest in? – Have you seen their financial statements? – Will they weather the storms of inflation, stock market crashes, etc.? Having a financial…
Episode 53 – Will Inflation Impact Your Portfolio?
Have you been hearing a lot about inflation but aren’t quite sure what it means? Look no further. This week’s podcast is for you! This week I’ll be covering everything inflation, including… – What it is – Who it affects – The best approach to stay on top of…
Episode 52 – What I Learned About Retirement From Visiting My Parents
Do you have a long retirement bucket list? Maintaining a healthy body and brain going into retirement may allow you to tick more of those boxes! Naturally, our bodies slow down as we age, which is why we want to keep our health in check – so we can…