100 episodes

Welcome to Heart of Your Money—the retirement prep podcast for busy professionals wanting real money talk. Hosted by Zena Amundsen, author, Certified Financial Planner and founder of Astra Financial. In every episode, you’ll get exclusive access to juicy money details to get you retirement ready and feeling confident about your next money move.

If you want even more information about how to start preparing for retirement? Head on over to www.astrafinancial.ca where you’ll find show notes, free downloads and even more resources on how to get retirement ready.

The Heart of Your Money Zena Amundsen

    • Business
    • 5.0 • 7 Ratings

Welcome to Heart of Your Money—the retirement prep podcast for busy professionals wanting real money talk. Hosted by Zena Amundsen, author, Certified Financial Planner and founder of Astra Financial. In every episode, you’ll get exclusive access to juicy money details to get you retirement ready and feeling confident about your next money move.

If you want even more information about how to start preparing for retirement? Head on over to www.astrafinancial.ca where you’ll find show notes, free downloads and even more resources on how to get retirement ready.

    How To Save For a House with Nicole Putz

    How To Save For a House with Nicole Putz

    Wondering how to save for your first home? In this episode, Nicole Putz and I discuss the first-time homeowner savings account and other practical tools to leverage when navigating today's challenging real estate market. Listen now!
    If you want to sign up for Get Your Money in Gear, go here: https://zenaamundsen.ca/get-your-money-in-gear-course/
    If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/  

    • 15 min
    Should You Get a Part-Time Job in Retirement?

    Should You Get a Part-Time Job in Retirement?

    Curious about whether a part-time job in retirement is right for you? In this episode of the Heart of Your Money podcast, we dive into the emotional and financial considerations of working part-time after retirement. Whether you’re looking for a sense of purpose, a financial buffer, or simply exploring your options, our expert advice will help you make an informed decision. Tune in to discover how a part-time job could fit into your retirement plan and ensure you enjoy this next chapter to the fullest.
    If you want to sign up for Get Your Money in Gear, go here: https://zenaamundsen.ca/get-your-money-in-gear-course/ 

    If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/  

    • 17 min
    Should You Wait to Take CPP When You Retire Early?

    Should You Wait to Take CPP When You Retire Early?

    Are you planning for retirement and unsure about when to start taking your Canadian Pension Plan (CPP) benefits? Don't miss this crucial episode of the Heart of Your Money podcast!
    In episode 119, we delve into the intricacies of the CPP, a hot topic in almost every retirement meeting.
    Discover how your contributions and benefits are calculated, and learn about the often-misunderstood impact of zero years of working before collecting CPP. Whether you’re nearing retirement or planning ahead, this episode will help you navigate the complexities of the CPP and optimize your retirement strategy.
    Grab the Get Your Money in Gear Course here: https://zenaamundsen.ca/get-your-money-in-gear-course/

    • 13 min
    Why Our Last 2 Clients Came to Us

    Why Our Last 2 Clients Came to Us

    In my latest episode, I'm sharing why our last 2 clients came to Astra Financial and the importance of these 3 things in an financial advising relationship:
    ➡️ Personalized Financial Planning: The critical need for detailed and personalized financial planning as clients approach retirement
    ➡️ Recognizing and Acting on Red Flags: The importance of recognizing red flags in financial advisory relationships. Whether it's a lack of detailed financial planning, insufficient explanations about fees, or a general feeling of uncertainty after advisory meetings
    ➡️ Client Empowerment Through Education: The benefits of working with certified financial planners who are committed to the client’s best interests
     
    If you want to sign up for Get Your Money in Gear, go here: https://zenaamundsen.ca/get-your-money-in-gear-course/  

    If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/  

    • 13 min
    Interview with My Daughter

    Interview with My Daughter

    Are you ready to supercharge your financial journey? 🚀 Tune in to our latest podcast episode where my daughter and I dive deep into three game-changing strategies for financial success and stronger family bonds, including ...
    🌟Starting small but dreaming big: And how those little steps can lead to massive wins!
    🌟Celebrating every milestone along your financial path because every victory counts!
    🌟Learning how to create a supportive and judgment-free environment that fosters financial well-being and strengthens family ties. Don't miss out on this valuable insight!
    Tune in now and join us on the journey to a brighter financial future and happier family relationships! 

    • 15 min
    Lost Pensions and What You Should Do

    Lost Pensions and What You Should Do

    Ready to gain insightful secure your financial future through smart pension management? In my latest podcast episode, I'm sharing my top tips, including ...

    💰Educating yourself about pensions early in your career, covering contribution rates and vesting periods to make informed decisions.
    💰Exploring the benefits of consolidating multiple pension accounts into one, making management simpler and more efficient.
    💰Emphasizing the importance of keeping your contact information up-to-date to avoid any disruptions or losses in tracking your pension.

    Don't miss out on these valuable insights! Tune in now to optimize your pension strategy and pave the way for a secure financial future. 
    If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/

    • 12 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

Nicole P71 ,

Nicole P71

Awesome podcast! Zena breaks financial planning down so well - makes it both simple and relatable. Whether you’re looking to beef up your financial literacy game or just want to learn some money tools + tricks, this ones for you.

laPenita man ,

The heart of your money

Extremely helpful and informative I recommend this podcast

Top Podcasts In Business

The Diary Of A CEO with Steven Bartlett
DOAC
The Business of Doing Business with Dwayne Kerrigan
Dwayne Kerrigan
Prof G Markets
Vox Media Podcast Network
The Prof G Pod with Scott Galloway
Vox Media Podcast Network
PBD Podcast
PBD Podcast
A Bit of Optimism
iHeartPodcasts