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 68: Your Year-End Financial Tips and Reminders


Year-end is quickly approaching and you don’t want to miss out on any important money moves before the year closes out! In this episode, I provide important reminders and tips for your finances to end 2021 on a positive note and put you in a fabulous position to achieve your money goals in the new year.  

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:  

https://www.raymondjames.ca/kaleeboisvert/

Email: kalee.boisvert@raymondjames.ca

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

Twitter: https://twitter.com/wealthandwelln2

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

 

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 December 9, 2021  21m