Click here to watch teh session: https://www.youtube.com/watch?v=nPqrbv9Nvd4   In this enlightening session, we delve into the remarkable journey of Frederica Joseph, a woman who overcame challenges and carved her path to financial and emotional resilience.   Defining Moments: The live session kicks off by unraveling Frederica Joseph’s life story. Married at 24 with 5 children, she found herself discontented with her life’s trajectory. Realizing the need to take control, she embarked on a journey of self-discovery, entering nursing at 35 and graduating by 39. Her story reflects the p ..read more

Click here to watch the full live session From Distraction to Deep Focus With the opening song “Didn’t Ya Know “by Erica Badu setting the stage, this session is shout out to those individuals at a turning point in their lives, trying to figure out what they’re going to do next. These days with inflation, high interest rates, and unsteady job markets its easy want to avoid dealing with your fears directly. Mindshift Mastery is all about taking a step back from the real-life external factors that are stressing you out and taking a deeper look within. How do we get our mindset right? It starts w ..read more

Greetings, Confidant community! Welcome to another edition of Live at Five with the Financial Confidant. this week’s session is all about the power of mentorship, featuring insights from the lively and talented Helen Patterson, founder of Life Works Well. But before we dive into the discussion on mentorship, let’s rewind and explore the catchy introduction that got us grooving. Dancing Through Wisdom: “It’s so fun dancing with you, Helen. Hello, Confidant community. It’s Live at Five with the Financial Confidant.” These are the opening words that set the tone for an engaging conversation. The ..read more

Embarking on a successful financial journey is a vital aspect of maintaining a thriving legal practice. As legal professionals navigate the complexities of their careers, periodically reviewing and optimizing financial strategies becomes imperative. In this blog post, we present a comprehensive checklist tailored for legal practitioners, offering key insights to fortify their financial foundation. From budget assessments to retirement planning, these practical tips aim to empower legal professionals to achieve both short-term stability and long-term financial success. Review and update your bu ..read more

Welcome to our Wednesday Live and Ask Me Anything series, and Happy New Year! In today’s discussion, we delve into a topic that many of us may encounter in our careers—layoffs. Whether you’ve experienced it firsthand or are curious about how to prepare for the unexpected, you’re in the right place. Jin emphasizes that facing a layoff can be daunting, but with the right mindset and preparation, individuals can navigate it successfully. This article explores both the mental and financial aspects of preparing for a layoff and how financial planning plays a crucial role in readiness. Financial Pla ..read more

As the year comes to a close and the holiday season approaches, it’s easy to get caught up in the hustle and bustle. However, amidst the festive chaos, there’s one thing you definitely shouldn’t overlook – taxes. In this week’s live session with Jackie, she explored some last-minute financial moves to consider before the year’s end, ensuring you make the most of potential tax benefits. Bringing Cheer to Your Finances Jackie kicks off the discussion by emphasizing the importance of keeping taxes in mind during the holiday season. The aim is to uncover ways to put more money in your pocket, espe ..read more

As we approach the end of the year, it’s a natural time to reflect on our financial journey and make strategic decisions that set the stage for the upcoming year. In our recent LinkedIn live at 5, Jin and Jackie shared valuable insights on key areas for consideration. Investment Strategy and Fee Awareness Take a moment to delve into your investment strategy by regularly checking your investment statements. Beyond the performance numbers, it’s crucial to be mindful of the fees associated with your investments. High fees can eat into your long-term gains, so understanding and minimizing them is ..read more

In the midst of high interest rates and soaring inflation, the need to feel financially unstoppable becomes more crucial than ever. This episode of Live at 5 with the Financial Confidant, Jackie delves into the complexities of stagflation, offering insights and strategies to overcome the financial challenges it presents. Jackie kicks off the episode by acknowledging the prevalent sentiment of needing to be unstoppable during these economically challenging times. Reflecting on Sia’s empowering lyrics, she emphasizes the importance of confidence in navigating financial uncertainties. The focus o ..read more

The housing market is a dynamic and ever-changing landscape, influenced by various factors like economic conditions, interest rates, and individual financial situations. In our last LinkedIn live conversation between real estate expert, Megann and Jackie our host, they delved into the intricacies of the current market, offering valuable insights and advice for different scenarios. From downsizing in retirement to assisting children in buying homes, the discussion covered a wide range of topics. They discussed key takeaways from their conversation and provided actionable advice for those naviga ..read more

In this episode of Live at Five with the Financial Confidant, Jackie delves into pressing financial matters such as mortgages, interest rates, high inflation, and retirement. With a focus on making financial conversations accessible, Jackie shares insights that resonate with the concerns many Canadians face today.   Unraveling Mortgage Mysteries Have you recently checked your variable interest mortgage statement only to find the amortization date labeled as “unknown”? Jackie narrates a client’s experience, shedding light on how rising interest rates can throw amortization dates into uncer ..read more