Category: Financial Planning
Episode 39 – Red Flags and Signs You Should Not Be Retiring Right Now
Everyone knows when you’re driving, green means go, yellow means we proceed with caution and you press on those brakes when you see red. Same thing goes for seeing red flags when doing your financial planning. What do I mean by retirement red flags? I’m talking about all the things…
Episode 38 – How to Adjust Your Cash Flow Post-Pandemic
The COVID-19 pandemic has changed pretty much every aspect of our lives over the past 20 months, including our spending. We’re spending less on entertainment, cooking at home more and not using those pricey gym memberships. Have you given any thought to what will happen with your spending habits when…
Episode 37 – Your Holiday Savings Challenge
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 or…
Episode 36 – Your Financial Fall Reset
In this episode I’m going through your financial fall reset checklist. As the CEOs of our families, we want to make good financial decisions that align with our values and allow us to live the lives we want. And sometimes it takes a little reset to get us back on…
Episode 35 – Pros and Cons of Switching Pension Plans
On this week’s episode of “Heart of Our Money Talks,” I’m digging into pensions—the pros and cons of switching where and how your pension money is living. In recent years we have seen companies starting to change up their pension plan structures and move away from defined benefit plans, which…
Episode 34 – Real Estate Talk
Buying real estate is exciting – super terrifying at times – but really exciting. And it can be easy to get caught up in falling in love with a house and making an offer you can’t necessarily afford or using every penny that the bank is willing to offer you….
Episode 33 – The #1 Thing Sabotaging Your Money
Have you ever wondered what is sabotaging your relationship with your hard-earned money? Maybe you feel angst about spending or can’t seem to keep money in your account because you feel a need to get rid of it? Spoiler, it all has to do with understanding your money story and…
Episode 32 – A Guide to Self-Care
Self-care is a must. After all, if we’re not caring for ourselves we can’t care for anyone else. In episode 32 of ”Heart of Our Money Talks,” I’m talking about financial self-care and how you can incorporate it into your life for financial health. This kind of self-care means something…
Episode 31 – How to Find Your Money Values
Money values are funny things. They are built on our previous relationships with money, where we sit with it now and where we want to get to. They also often don’t involve just one person – when you’re sharing your life with a spouse and/or kids or anyone else, all…
Episode 30 – A Few of My Favourite Finds
Summer is one of my favourite times of year. We get outdoors to enjoy the sunshine, relax, spend time with our loved ones and catch up on our reading. It’s also a great time to brush up on our financial smarts. I wanted to share some of my top summer…