Ready to gain insightful secure your financial future through smart pension management? In my latest podcast episode, I'm sharing my top tips, including ... ?Educating yourself about pensions early in your career, covering contribution rates and vesting periods to make informed decisions. ?Exploring the benefits of consolidating multiple pension accounts into one, making management simpler and more efficient. ?Emphasizing the importance of keeping your contact information up-to-date to avoid any disruptions or losses in tracking your pension. Don't miss out on these valuable insights! Tune in ..read more

Importance of End-of-Life Conversations and Documentation: The podcast emphasizes the critical need for individuals to have conversations about their end-of-life wishes with loved ones or document them if they can't. This ensures that their desires are known and respected, helping to avoid family conflicts and uncertainty during challenging times. Comprehensive Support and Resources: Kathleen Kellner's role as an end-of-life consultant extends beyond traditional funeral planning. Her company, Empowered Endings Collective, offers comprehensive support, including financial, legal, and legacy pla ..read more

Elevate your tax game with my latest podcast! Today's episode is dedicated to tax season. Learn my top tips on navigating recent updates, including ... ? Discovering the power of disclosure in trust arrangements, ensuring CRA compliance and penalty avoidance. ? Traversing the 2023 home office expense changes – meet criteria, keep docs handy! ? Exploring the CRA's recent 10% interest charge hike; timely payments save you from hefty fines. ? Stay informed, be proactive – these tax insights are your guide to smooth financial sailing! Dive into tax insights today for savvy financial planning ..read more

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Embark on a journey of insightful revelations with Laura Englund as she unravels the intricacies of navigating life transitions, including these three key takeaways that might just reshape your perspective: ? Early Conversations Are Key: Laura passionately advocates for the power of early conversations and strategic planning when it comes to life transitions. Waiting until retirement, she cautions, might add unnecessary stress. Learn why initiating these dialogues sooner rather than later can be a game-changer in navigating the twists and turns of life. ? Downsizing Beyond the Tangibles: In a ..read more

In the latest episode of "Heart of Your Money," we dive deep into the heart of family dynamics and finances. Get ready for a rollercoaster of insights and personal stories that will reshape the way you approach money within your own clan. Here's a sneak peek into the transformative journey: ? Diverse Money Perspectives Unveiled: Discover how I navigate the intricate web of diverse money mindsets within my family, ensuring a harmonious financial landscape and preventing conflicts before they even arise. ? Money Memories: It's more than just nostalgia. Join me on a trip down memory lane as I ope ..read more

Embracing Simplicity in Money Management: The episode emphasizes the importance of adopting a minimalist approach to financial management, drawing parallels between a simple lifestyle and a streamlined approach to handling money. Daily Financial Check-In: The host introduces a quick and easy daily routine, taking just 10 minutes or less, to check in on your finances. This involves planning for the day's expenses, fostering mindfulness in spending, and ensuring that every financial decision is well thought out. Weekly Financial Grasp: The podcast advocates for a weekly 10-minute check-in to ass ..read more

Are you ready to break free from financial constraints and embark on a journey to redefine your relationship with money in 2024? I'm here to guide you through a game-changing approach that will reshape your financial destiny, starting with today's podcast, Episode #109: Cash Flow Mastery - Breaking Free from Budget Constraints in the New Year. Key takeaways for your financial revolution include ...  ? Prioritizing Meaningful Spending: Bid farewell to impulsive purchases and embrace intentional living. Align your spending with your values, empowering your money to reflect what truly matter ..read more

I don’t know about you but I love when a myth gets busted …from the moon being made of cheese to that being Trump’s natural skin tone (sorry, I had to do it ?). But some myths can actually be pretty frightening and really hurt us financially, which is why in this podcast I’m debunking some of the most common financial myths I get asked about…like you can’t afford a financial planner, you started too late or you’re stuck in a defined benefit pension. I also have a special guest on this episode who is going through these myths with me…but you’ll have to listen to find out who it is ? You don’t w ..read more

A new year is almost here (whew, we made it!) and this is a great time to do a financial check in to see how you did this year in terms of meeting your goals, paying off debts and figuring out what you want to make happen in the year to come. In this podcast I’m going over what to take into account when you’re closing out your year so you’re on a fresh new journey in 2021 ? Don’t worry – this check-in isn’t about being hard on yourself. It’s about celebrating what you’ve achieved so far and planning out the exciting new places you’re going to go in the coming year ? Take a listen now, grab a p ..read more