I Lost My Father at Five - Here's How It Shaped My Career in Financial Security

I Lost My Father at Five - Here's How It Shaped My Career in Financial Security

This episode is a little different. For once, I'm not the one asking the questions — my colleague and mentor Greg Keith, CFP, Senior Advisor at Wealth Plan Atlantic, is turning the mic on me.

I talk about growing up in the Philippines, losing my father when I was five, and what that taught me about being prepared for life's "what ifs." I share what it was like immigrating to Canada with my husband, the misconceptions I think people have about immigrants, and how I went from being a self-described shopaholic to starting a blog about frugality that eventually became this podcast.

If you've ever wondered what's behind the mission of Unpacked & Empowered Finances, or why I care so much about financial protection and family security, this episode is the answer.

In this episode:

  • Growing up in a tight-knit Filipino family and losing my father at age five
  • What that loss taught me about financial preparedness and protection
  • Immigrating to Canada and the realities newcomers face that often go unseen
  • How a blog about getting out of debt turned into Unpacked & Empowered Finances
  • What success actually means to me today
  • Why education, not just products, is at the center of how I work with clients

Marianne Agudo is a licensed Financial Security Advisor with Wealth Plan Atlantic Inc., licensed in New Brunswick (FCNB).

This podcast is a gift to my community first. If something here resonates with you, I'd love to hear about it in the comments.

This episode is for general educational and informational purposes only and does not constitute personalized financial, tax, or legal advice. Please consult a licensed professional regarding your individual circumstances.

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Avsnitt(45)

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