EP 32: You Know What to Do. So Why Aren't You Doing It? The Identity Gap Explained
You know exactly what you need to do financially. You've read the articles. You understand the strategy. But something keeps you from actually doing it. In this episode, I sit down with Myles Daniel, ...
24 Sep 32min
EP 31: What Will Your Retirement Really Look Like? The Things You Can Control
What do you actually want your retirement to look like? For me, it's not just about having a certain amount of money saved. I imagine simple walks with my husband, travelling, spending time with our c...
16 Sep 16min
What To Do When You're 10 Years From Retirement (Canadian Guide)
You're picking a retirement number from thin air. Here's why that's a problem. Most Canadians decide they need "$1 million" or "$1.5 million" to retire without ever doing the math. In this conversatio...
31 Aug 28min
Money Stories: Why Your Childhood Beliefs Are Costing You Thousands in Growth | EP 29
Your Money Story is Holding You Back. Here's How to Change It. Do you know where your beliefs about money come from? Research shows your core money beliefs are formed by age seven and most of us inher...
12 Aug 33min
Mid-Summer Money Reset: A No-Guilt Financial Check-In for Busy Moms
Summer moves fast - swim lessons, beach trips, gas, and spontaneous ice cream stops! In this episode, we walk through a simple, no-guilt mid-year financial check-in: reviewing cash flow, auditing subs...
23 Juli 9min
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 ...
19 Juni 29min
Understanding Financial Planning: Tax System, Accounts, and Insurance with 16-Year Advisor Jeff Scammell | EP 25
Have you ever wondered how the Canadian tax system actually works? Why are two incomes sometimes complicated? What's the real difference between a TFSA and RRSP for YOUR situation? This episode provi...
5 Juni 23min
