Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Cer...
Step 1 listen to this podcast, steps 2-4 ?, Step 5 profit. This week we talk about our new streamlined financial planning process and how it can help you get your best start for 2025 (take that 20-24). Learn about the simple budget, protecting your assets and more.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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30:36
Our Best Tips of 2024
As a kid I related to “A Christmas Story” but as I get older I find myself living in “Christmas Vacation.” This week we end the year and recap our most popular episodes of 2024, and expand on our best tips. Spoiler alert the most popular ones almost all have money in the title, who would of guessed that.
If you live in British Columbia, Alberta, Saskatchewan,
Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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33:20
The Power of Peer Pressure
Obey… Consume… Subscribe. This week we talk about the power of following the herd and how it can impact your financial decisions. Why does your brain want you to fit in with others even when it means rejecting reality, and how we can mitigate the stresses that lead to bad choices. Sunglasses and bubble-gum not included.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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31:05
2024 Year End Checklist
He’s checking his list, checking it twice, gonna find out
whose bankrupt or nice. Santa Clause is coming to town. This week we check our personal finance check list one more time before the holidays. Hear about year end distribution on non-registered accounts, changes to capital gains, TFSA updates and more financial stocking stuffers.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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24:32
Help For First Time Home Buyers
This week we talk about the pros and cons of the First Home Savings plan and how it can work with other programs to help you buy your first major debt burden. When is an FHSA better than the RRSP Home Buyer plan, how much is really available and more ways to avoid the bank of mom and dad.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba or Ontario let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
Useful Resources:
Gov website for FHSA: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/first-home-savings-account.html
Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance.
*This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial plan.
Canada - english