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…
CONTINUE READINGIn 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…
CONTINUE READINGDo 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…
CONTINUE READINGWith 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…
CONTINUE READINGSo, 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…
CONTINUE READINGWhen 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…
CONTINUE READINGHave 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…
CONTINUE READINGDo 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…
CONTINUE READINGThere’s more to retirement than just the financials. Timeline plays a huge role as well, and you and your partner need to be on the same page! ⏰ What do I mean by this? When will you retire? Will you and your partner retire at the same time? What…
CONTINUE READINGThis week on Heart of Your Money, I’m diving into the nitty-gritty of creating a portfolio that works for YOU! I’ll be discussing… – What assets you should have – Risk-tolerance – The do’s and don’ts of planning – And SO much more! There is no one-size-fits-all approach to retirement,…
CONTINUE READING