Episode 18: Financial Planning in Your 40s and Beyond

Description

Episode Summary

In this episode, Stacey and Krista sit down for a heartfelt conversation with Zena Amundsen, Certified Financial Planner and owner of Astra Financial in Regina, Saskatchewan. Together, they explore the vital role financial planning plays in your 40s, highlighting the importance of financial self-care and empowerment—especially for women.

Zena offers thoughtful advice on fostering financial independence and gaining exposure to key financial decisions. She also dives into the emotional side of money management, making the topic both relatable and approachable.

Listeners will learn how to take the first step toward speaking with a financial advisor, including what questions to ask and what to look for in a trusted professional. Zena also shares a practical checklist of essential financial planning items to focus on during your 40s, including:

Wills and power of attorneys
Building a cash savings reserve
Saving for your future self

Krista and Stacey have known Zena for over 30 years. They all grew up at Camp Ta-Wa-Si and the YMCA in Regina together. Stacey and Zena are heading to adult yoga camp at the end of May. The conversation takes a fun turn when they all discuss their memories and how the skills and experiences that they have gained from camp show up in their lives today.

As always, they end their episode by checking in with each other through their Peaks, Pits, and Plans.

Keywords

Financial planning, women empowerment, scarcity mindset, financial self-care, financial advisors, certified financial planners, personal finance, retirement planning, emotional health, budgeting, life lessons

Chapters

00:00 Introduction and Welcome Zena Amundsen

03:03 Financial Planning in Your 40s

21:50 Building Trust with Financial Advisors

28:14 Scarcity Mindset and Personal Experiences

35:47 Memories from Camp Ta-Wa-Si: A Nostalgic Journey

40:56 Adult Camp Adventures

45:24 Peaks, Pits, and Plans

Resources

Astra FInancial

Book - The Heart of Your Money

Podcast - The Heart of Your Money