7 episodes

Zach Moffat is a financial planner and associate advisor in Kamloops, British Columbia at the boutique financial planning firm Gilbert Wealth Management. The goal of the podcast is simple - help YOU become more comfortable with money. Zach delivers biweekly 10-to-15-minute episodes outlining tips and tricks in an easily digestible format with some added humor. Don't let money be the cause of your stress whether now or in the future - let's make a plan together!

Get Comfortable With Money Get Comfortable With Money

    • Business

Zach Moffat is a financial planner and associate advisor in Kamloops, British Columbia at the boutique financial planning firm Gilbert Wealth Management. The goal of the podcast is simple - help YOU become more comfortable with money. Zach delivers biweekly 10-to-15-minute episodes outlining tips and tricks in an easily digestible format with some added humor. Don't let money be the cause of your stress whether now or in the future - let's make a plan together!

    Episode 6 - What happens if we get sick or hurt?

    Episode 6 - What happens if we get sick or hurt?

    Zach asks an integral question for our financial plan. What happens if we get sick or hurt? What do our group benefits do? What can we do if we don't have group benefits? Listen in as we do a quick overview of some of the pitfalls of group benefit disability and how impactful an illness or injury can be to our financial health and plan. Many of us don't think about it or believe it will happen to us, but we see GoFundMe's every week. These issues derail our financial plans, making all the work and saving we did all for not.



    Get Money Talks by Bob Bradley, Sarah Wassall and over 1M + mainstream tracks here https://go.lickd.co/Music License ID: 6jqrgArP5Lb




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    • 22 min
    Episode 5 - First Home Savings Account

    Episode 5 - First Home Savings Account

    Zach takes a look at the key benefits and structure of the soon-to-be First Home Savings Account rolling out in April, 2023. The Federal government has created this investment account to help those looking to get into the housing market achieve a downpayment. This new tool can even be leverage by people who may not intend to use the funds towards a down payment, by transferring the money over to their RRSP at the end of the 15-year limit. Find out why you should take advantage of this program and get your advisor to help you out!

    Get Money Talks by Bob Bradley, Sarah Wassall and over 1M + mainstream tracks here https://go.lickd.co/Music License ID: 6jqrgArP5Lb

    Disclaimer: The opinions expressed in this podcast are those of Zach Moffat, a registrant of Aligned Capital Partners Incorporated, and may not necessarily be those of ACPI. This podcast is for informational purposes only and is not intended to be personalized investment advice. Content is prepared for general circulation and the information contained does not constitute an offer or solicitation to buy or sell any investment funds security or other product service or strategy.


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    • 14 min
    Episode 4 - Pay Yourself!

    Episode 4 - Pay Yourself!

    Zach discusses what it means to "pay yourself". Let's change our mindset when it comes to money and how our cash normally flows. Challenge yourself to save a bit from every payday and see where it gets you. How much do you need in emergency funds?  How do we save for a down payment? Let's totally redeem ourselves and save THEN spend, not spend then save.

    Thanks for listening! Reach out to us at getcomfortablewm@gmail.com or zach@gilbertwealth.ca. Let us know what questions you have pertaining to financial planning and we will address them in future episodes!

    www.gilbertwealth.ca

    Get Money Talks by Bob Bradley, Sarah Wassall and over 1M + mainstream tracks here https://go.lickd.co/Music License ID: 6jqrgArP5Lb


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    Send in a voice message: https://podcasters.spotify.com/pod/show/getcomfortablewithmoney/message

    • 10 min
    Episode 3 - Importance of Life Insurance

    Episode 3 - Importance of Life Insurance

    Zach discusses common uses of life insurance and how it factors into financial planning. You might be surprised at how life insurance products can vary and protect their families. Young families require life insurance as part of their financial plan. Avoid your family requiring a GoFundMe campaign to make ends meet. Alternatively, use life insurance as a tool to maximize tax efficiency and generational wealth transfer.



    Thanks for listening! Reach out to us at getcomfortablewm@gmail.com or zach@gilbertwealth.ca. Let us know what questions you have pertaining to financial planning and we will address them in future episodes!



    Get Money Talks by Bob Bradley, Sarah Wassall and over 1M + mainstream tracks here https://go.lickd.co/Music License ID: 6jqrgArP5Lb

    Disclaimer: The opinions expressed in this podcast are those of Zach Moffat, a registrant of Aligned Capital Partners Incorporated, and may not necessarily be those of ACPI. This podcast is for informational purposes only and is not intended to be personalized investment advice. Content is prepared for general circulation and the information contained does not constitute an offer or solicitation to buy or sell any investment funds security or other product service or strategy.


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    Send in a voice message: https://podcasters.spotify.com/pod/show/getcomfortablewithmoney/message

    • 14 min
    Episode 2 - RRSP To Do's in 2023

    Episode 2 - RRSP To Do's in 2023

    Zach takes the mistakes commonly found in episode one and provides some actionable tips to make the most of your RRSP and work plan in 2023 and beyond. Take advantage of employer matching, make sure your RRSP is geared to be tax efficient, and make sure you have a plan for now and the future! Our financial plans will always be changing, but it is important to adhere to a plan that is helping us achieve our goals both now and in the future. Ask your planner what you could be doing better with your RRSP.

    Get Money Talks by Bob Bradley, Sarah Wassall and over 1M + mainstream tracks here https://go.lickd.co/Music License ID: 6jqrgArP5Lb

    Disclaimer: The opinions expressed in this podcast are those of Zach Moffat, a registrant of Aligned Capital Partners Incorporated, and may not necessarily be those of ACPI. This podcast is for informational purposes only and is not intended to be personalized investment advice. Content is prepared for general circulation and the information contained does not constitute an offer or solicitation to buy or sell any investment funds security or other product service or strategy.


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    Send in a voice message: https://podcasters.spotify.com/pod/show/getcomfortablewithmoney/message

    • 11 min
    Episode 1 - RRSP Mistakes

    Episode 1 - RRSP Mistakes

    Zach quickly highlights some of the more common mistakes people make with their RRSPs. Whether incorrect utilization of work RRSP plans, tax inefficiencies, or lack of planning. This quick hitter episode will get you thinking and understanding RRSPs a bit better. Canadians should understand how the RRSP can benefit them in the short- and long term. Make sure you engage with your financial planner to avoid these mistakes.

    Get Money Talks by Bob Bradley, Sarah Wassall and over 1M + mainstream tracks here https://go.lickd.co/Music License ID: 6jqrgArP5Lb

    Disclaimer: The opinions expressed in this podcast are those of Zach Moffat, a registrant of Aligned Capital Partners Incorporated, and may not necessarily be those of ACPI. This podcast is for informational purposes only and is not intended to be personalized investment advice. Content is prepared for general circulation and the information contained does not constitute an offer or solicitation to buy or sell any investment funds security or other product service or strategy.


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    Send in a voice message: https://podcasters.spotify.com/pod/show/getcomfortablewithmoney/message

    • 12 min

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