Unpacked & Empowered Podcast by Marianne Agudo23 Heinä

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 subscriptions, picking one priority for the second half of the year, and putting your savings on autopilot.

We also tackle the "big decisions" that tend to get put off - insurance reviews, investment goals, and estate planning basics like wills and power of attorney.

🎉 JOIN US FOR A FREE LUNCH & LEARN WEBINAR!

"Protecting What Matters: Estate Planning Lunch & Learn"

Co-hosted by ClearEstate & Marianne Agudo (Wealth Plan Atlantic)

📅 Date: Thursday, August 20, 2026

🕛 Time: 12:00 PM – 1:00 PM Atlantic Time

👉 REGISTER HERE: https://events.teams.microsoft.com/event/7a3e8ac6-c16d-42de-8279-114cfdf781ea@be8cb6fe-42eb-4039-96b9-57eb6cf300aa

What we'll cover:

• Why you need a will (even if you think you don't)

• What actually happens to your kids if something happens to you

• How to plan ahead for medical or financial incapacity

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Disclaimer:

This content is for general educational purposes only and does not constitute personalized financial, insurance, legal, or estate planning advice. Please consult a qualified professional regarding your specific situation.

Marianne Agudo is a Financial Security Advisor with Wealth Plan Atlantic, Marianne is a licensed life insurance agent (includes Accident & Sickness) and investment representative in New Brunswick.

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Jaksot(42)

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

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 ...

15 Heinä 3min

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

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

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

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

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