EP 17 | Beyond The Numbers: Simplifying Retirement & Financial Confidence with Greg Keith, CFP

EP 17 | Beyond The Numbers: Simplifying Retirement & Financial Confidence with Greg Keith, CFP

Welcome to another empowering episode of Unpacked & Empowered Finances with your host Marianne Agudo! Today, we go beyond the numbers with Greg Keith, Certified Financial Planner at Keith Wealth Management and Wealth Plan Atlantic. Greg brings over 20 years of experience simplifying complex finance topics to help people—from newcomers and fresh graduates to those nearing retirement—build confidence and momentum in their financial journey.

In this episode, Greg unpacks essential topics for beginners:

  • Where to start investing your first paycheck — TFSA, RRSP, FHSA?

  • Paying off debt vs. investing — what should be your priority?

  • Understanding the "comfort number" and how to plan a steady retirement income.

  • Canadian safety nets: CPP and OAS explained for newcomers.

  • Benefits of working with an independent financial advisor versus a big bank.

  • The Visual Wealth Project: making finances less intimidating with simple language and visuals.

  • Greg's actionable advice to secure your financial future, starting today.

If you're new to Canadian finance or looking for a fresh perspective on retirement planning, this conversation is packed with relatable insights and practical tips to empower your financial decisions.

Be sure to share this episode with friends and family who want to unpack their finances and gain clarity on their financial future.

Connect with Me:

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(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 Aug 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 Jul 9min

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 ...

15 Jul 3min

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 Jun 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 Jun 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 Mai 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 Mai 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 Apr 29min

Populært innen Fakta

fastlegen
dine-penger-pengeradet
relasjonspodden-med-dora-thorhallsdottir-kjersti-idem
foreldreradet
treningspodden
jakt-og-fiskepodden
mikkels-paskenotter
rss-strid-de-norske-borgerkrigene
rss-kunsten-a-leve
hverdagspsyken
sinnsyn
fryktlos
gravid-uke-for-uke
rss-sarbar-med-lotte-erik
rss-var-forste-kaffe
ryddepodden
kvallm
tomprat-med-gunnar-tjomlid
dopet
babyverden