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The Heart of Your Money

Nov 29, 2021

The end of the year is quickly approaching! Have you prepared for your last meeting with your financial advisor? Take a listen for my tips and tricks to get ready. 

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Nov 22, 2021

Worried about your upcoming trip?  Don’t worry, tune in to my latest podcast episode for my tips for peace of mind on your travels! If you want more resources and show notes, check out


Nov 15, 2021

Want to hear one of my fav retirement stories? On this week’s podcast, I’m chatting with Bryce Buchanan & he’s telling me all about his amazing life in Fernie. Listen to the episode about his perfect retirement here. 

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Nov 8, 2021

People think about what year they will retire...but what about the month? It matters. Listen to my latest podcast now to learn why picking the right month can mean more money in your pocket.

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