Why You Keep Putting Off Money Decisions

Why You Keep Putting Off Money Decisions

If you're planning a big financial goal but keep putting it off, this episode is for you.

In this episode, I break down the 4 most common reasons why people delay important money decisions and how to move past them.

Whether you're starting a side project, investing for the first time, or building financial security as a newcomer to Canada, this episode shows you that action beats perfection every time.

IMPORTANT: This podcast provides general educational information about financial planning in Canada and is not personal financial advice. Your financial decisions should be based on your personal situation, goals, and risk tolerance. Always consult with a qualified financial advisor before making investment or insurance decisions.

About Me: I'm Marianne Agudo, a Financial Security Advisor and Funds Investment Representative in New Brunswick.

I help Canadians - especially newcomers and families - build financial security through life insurance, investments, and tax-efficient planning.

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Jaksot(42)

Money Stories: Why Your Childhood Beliefs Are Costing You Thousands in Growth | EP 29

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 Elo 33min

Mid-Summer Money Reset: A No-Guilt Financial Check-In for Busy Moms

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 Heinä 9min

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 ...

19 Kesä 29min

Understanding Financial Planning: Tax System, Accounts, and Insurance with 16-Year Advisor Jeff Scammell | EP 25

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 Kesä 23min

5 Financial Foundations Rooted in Faith | EP 24

5 Financial Foundations Rooted in Faith | EP 24

Marianne shares 5 practical financial foundations rooted in biblical wisdom and real-life experience last Saturday in celebration of Mother's Day at Full Gospel Assembly, Topics discussed include: T...

16 Touko 13min

What Happens If You Can't Work? The Truth About Disability Insurance in Canada

What Happens If You Can't Work? The Truth About Disability Insurance in Canada

In this episode of Unpacked and Empowered Finances, we break down one of the most overlooked areas of financial planning: disability insurance. Most families in New Brunswick and across Canada assume ...

7 Touko 12min

Stop Comparing, Start Thriving: A Newcomer's Guide to Building a Life in Canada | EP 22

Stop Comparing, Start Thriving: A Newcomer's Guide to Building a Life in Canada | EP 22

What if starting over in Canada became the beginning of your strongest season yet? In this episode of Unpacked & Empowered Finances, Marianne Agudo speaks with Samantha Paz y Mino, an Ecuadorian educa...

24 Huhti 29min

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