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
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
