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…
CONTINUE READINGOn 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…
CONTINUE READINGBuying 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….
CONTINUE READINGHave 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…
CONTINUE READINGSelf-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…
CONTINUE READINGMoney 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…
CONTINUE READINGSummer 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…
CONTINUE READINGWe often think about our financial and estate planning for when we pass away but there is something else that can be even more meaningful for your family – a life letter. It’s a letter that’s an opportunity to say all of the things that you would say to your…
CONTINUE READINGIn Case of Emergency Conversations to Have Now – Life is largely based on plans….whether it’s planning our day, the next family vacation or how to buy that new car. So what happens if you can’t be in charge of the plans. What if something happens to you and you…
CONTINUE READINGGetting organized is such a satisfying feeling, right? Like when you get your closet all sorted or you get that nightmare of products and impulse buys under the bathroom sink finally put together the way you want it. Well, getting your important information organized feels just as good. I’m talking…
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