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    Episode 27 – What is a Family CEO Organizer?

    What is a Family CEO Organizer? by Astra Financial

    Getting 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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    Episode 26 – Inheritance Conversations with Siblings

    Inheritance Conversations with Siblings by Astra Financial

      Inheritance conversations with siblings can be difficult. We (hopefully) often think about our own estate planning that we do with our financial advisors…but have you also considered the conversations with family about it all? And what about the conversations you inevitably need to have with your siblings around your…

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    Episode 25 – How Financial Planning Product Fees Work

    How Financial Planning Product Fees Work by Astra Financial

    This week on Heart of Our Money talks, I’m digging into something that confuses a lot of people – how financial product fees work. I know you might be thinking, “Didn’t she do this episode already?” Nope. that was on how your advisor is paid – product fees are totally…

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    Episode 24 – Estate Planning as a 37-Year-Old Widow with Children

    Episode 24 - Estate Planning as a 37-Year-Old Widow with Children by Astra Financial

    Many people think about estate planning as something to do in retirement, not something we consider in our 30s or 40s. But if something happens to you or your partner earlier on in life, it’s important to have plans in place. In my latest podcast, I am joined by my…

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    Episode 23 – Should You Buy or Rent a Cottage?

    Should You Buy or Rent a Cottage by Astra Financial

    Cottage life is one of those things that lots of us dream about and want to make happen. Whether it’s buying a place of our own or renting something for a few weeks at a time, being on the water and away from the hustle of everyday life to make…

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    Episode 22 – Your Post-Tax Financial Planning Meeting

    Episode 22 - Your Post-Tax Financial Planning Meeting by Astra Financial

    Booking your annual post-tax financial planning meeting is really important. Why, you ask? Well, because it gives your financial advisor a chance to look over your full return (yes you MUST take your full tax returns to these meetings, not just the one-pager) so they can give you advice for…

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    Episode 21 – You Just Received an Inheritance—What to do next? Practical Tips for an Emotional Time

    Episode 21 - You Just Received an Inheritance—What to do next? Practical Tips for an Emotional Time by Astra Financial

    It’s that time again, financial folks! Time for another episode of The Heart of Your Money. This week I’m diving into a bit of an emotional topic – inheritance. They can be life-changing but also often come with a whole whack-load of emotions like grief and confusion about what to…

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    Episode 20 – When to Take Your Canadian Pension Plan and Old Age Security

    Episode 20 - When to Take Your Canadian Pension Plan and Old Age Security by Astra Financial

    Did you know that the age you decide to start drawing from the Canadian Pension Plan and Old Age Security (I HATE that name) actually makes a big difference in terms of the tax you’ll pay and how much you receive? It’s true…yes, you can apply for these benefits when…

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    Episode 19 – How to Use Money To Create More Time

    Episode 19 - How to Use Money To Create More Time by Astra Financial

    What would it mean to you if you could take back some time in your week by getting rid of some of those tasks that you hate…like grocery shopping, cooking or cleaning your house? I know a lot of the time we tend to be frugal and save money by…

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    Episode 18 – Spring Cleaning Your Finances

    Episode 18-Spring Cleaning Your Finances by Astra Financial

    Spring is the perfect time to do some cleaning and decluttering. Purge the closets, get rid of the stuff that is sitting around collecting dust…and declutter your finances. I know people don’t think about that last one when they think of spring cleaning. But I gotta tell you…it feels great…

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