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The Heart of Your Money

Feb 10, 2025

Ready to structure cash flow in retirement but feeling overwhelmed? 

While it might not be the most exciting topic, creating a clear system for your retirement income and expenses is crucial for a stress-free future. 

In this episode, I'm breaking down a simple yet effective two-bucket approach to managing your money in...


Jan 27, 2025

Retirement planning can be complex, but few aspects are as critical as understanding your government benefits. In this episode of Heart of Your Money, we're tackling four costly mistakes that could be diminishing your retirement income. 

From underestimating the true value of CPP and OAS to getting blindsided by the...


Dec 3, 2024

Are you staring at your retirement savings, wondering if it will be enough? You're not alone.

Many retirees struggle with the emotional shift from saving to spending, often feeling anxious about "turning on the tap" of their hard-earned nest egg.

But there's a more empowering way to think about retirement: instead of...


Nov 18, 2024

The retirement landscape has transformed dramatically over the past few decades. Gone are the days when you could count on working for one company, receiving a comfortable pension, and settling into a predictable retirement routine. Today's new retirement reality demands a different approach—one that acknowledges...


Oct 14, 2024

In my latest episode of "The Heart of Your Money," I dive into a topic close to my heart: happiness in retirement. I've learned that it's about so much more than just financial security—it's about creating a fulfilling life after your working years. 

Drawing from the renowned Harvard Study of Adult Development, I...