The Wealth and Wellness Podcast with Kalee Boisvert

The Wealth and Wellness Podcast with Kalee Boisvert serves to spark healthy and positive conversations around wealth and investment and create a world where nobody is limited by their financial situation. This all starts with education and shifting our relationships with money. But wealth is just one piece in the equation of living our best lives, and we cannot forget about the important link between our self-worth and net worth. Join as we explore both wealth and wellness topics, with a goal of inspiring you to take confident action in all areas of your life!

https://wealth-and-wellness.captivate.fm

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episode 60: Planning for your Financial Future to Achieve all your Money Goals


In this episode, I am talking all about how you can set yourself up for success when it comes to your money by planning for your financial future. Remember you are not just a passive observer in the money game, you are in control and you get to make your financial dreams a reality! Listen to find out the most important questions that you must answer to begin planning for your goals. And I share how goal planning can help provide clarity when it comes to investment selection as well. It’s time for you to be the boss of your money!

About the Host:

I am a financial professional, who specializes in helping people to achieve their financial goals. My absolute passion is creating new possibilities in people’s lives by showing them the ropes when it comes to money. I’m here to spark healthy and positive conversations around wealth and investment and create a world where nobody is limited by their financial situation. I believe this begins with education and shifting our relationships with money. I love getting to witness people achieving their most ambitious goals and creating new possibilities for themselves and their families!

I love your questions! Reach out to me anytime at:

Email: kalee.boisvert@raymondjames.ca

Instagram:https://www.instagram.com/kaleeboisvert/

Twitter:https://twitter.com/wealthandwelln2

https://www.facebook.com/kaleeboisvertwealthandwellness/

Thanks for listening!

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 2021-10-14  43m