On this episode, Jared chats with Colleen Gillam-Judd.
Colleen is a Certified Financial Planner with IG Wealth Management.
For over 15 years, Colleen and her team have been creating a space for high achieving Canadian families to find financial freedom, security and clarity.
Colleen prides herself on clearly presenting financial options in accordance with client goals, while always working to preserve the financial legacy of her clients.
Some of the topics discussed in the episode:
🎙️ How can business owners ensure their personal financial goals align with business growth goals?
🎙️ How can a business owner effectively balance reinvesting profits in their business versus personal financial goals?
🎙️ What are some common mistakes business owners make when it comes to integrating their finances?
🎙️ How can a business owner ensure they have enough personal savings and retirement planning in place while building and growing their business?
If the listeners want to touch base with Colleen, you can find her through the following links:
Colleen Gillam-Judd
IG Wealth Management
403-505-3800
https://advisor.investorsgroup.com/en/colleen_gillam-judd
#podcast #TaxTalkPodcast #SmallBusiness #tfsa #rrsp #nonregistered #investments #retirement #taxplanning #casestudy #farming #goals #finances #tax #accounting #reddeer #alberta
Listen to the full episode 👇
🎙️ https://open.spotify.com/show/2nLsTBwAoKCrc46LD9NRLD
Watch the full episode 👇
🎥 https://www.youtube.com/@legacytaxllp
Check out all our resources 👇
🌐 https://www.legacytax.ca/resources
-----------------------------------------------------------------------------------------------
Music: English Breakfast, Jobii from Epidemic Sound
https://www.epidemicsound.com/track/7emX18vZqh/
------------------------------------------------------------------------------------------------
Disclaimer
By using this website, blog or podcast, users agree as follows:
The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.
The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.
Although we make strong efforts to make sure my information is accurate, we cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.
