Ep. 5 - Keeping it all in the family (finances)
We all think we’re pretty good at sharing. We’ll split a dessert or lend a garden rake with no questions asked. So why does combining our finances with a partner lead to confusion and frustration?
Ep. 4 - Simple and strategic ways to use a TFSA and RRSP
Travis and our guest, Lorena Milkert, Director of Retail and Business Banking at Island Savings, make it simple to understand how the Tax-Free Savings Account and Registered Retirement Savings Plan work, when they’re a good fit for your goals, and a few times you might want to opt for other savings methods.
Ep. 3 - Investing mistakes you don't have to make
For most people, investing is both mentally and emotionally taxing. On this episode of WealthBeing, Travis is sharing the strategies he uses to help his clients make the best, stress-free investing decisions to reach their goals and avoid making costly mistakes.
Ep. 2 - Managing debt (so it doesn’t manage you) with guest expert, Annie Nolan
Debt can be stressful, confusing, embarrassing… and sometimes a good financial decision! On this episode of WealthBeing, we invite our colleague, Annie Nolan, Senior Financial Advisor at Island Savings, to talk about the variety of ways debt impacts our financial health, and we learn her simpleways to manage what we owe.
Ep. 1 - Setting financial goals that stick
We all have big dreams and good intentions when it comes to your financial plans. But setting a course and staying on track can be a challenge. On this episode of WealthBeing, we make it simple to progress toward your goals.