Dec 15, 2025
Welcome to Heart of Your Retirement! In this episode, hosts Zena and Nicole provide an inside look at Astra Financial, where they're shaking up their usual retirement-themed content.
Meet Nicole Putz, a certified financial planner (CFP) with a decade of expertise, and now a partner at Astra. They reveal their quirky partnership charter, highlighting their unique business habits and candid office dynamics. From brainstorming sessions over cold pork chops to handling technical woes and balancing work-life with workouts, get an authentic glimpse of how two dynamic women navigate the financial planning world.
This is what running a Canadian financial planning firm actually looks like - no power suits, no boardrooms, just real partnership and real financial advice.
If you want to sign up for Get Your Money in Gear, go here: https://zenaamundsen.ca/get-your-money-in-gear-course/
If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/