In this episode of At Home in Waterloo Region, Cher Goetz sits down with Kathleen Beech, an experienced financial planner at IG Wealth Management. With nearly two decades in the financial industry, Kathleen brings a client-focused, non-judgmental approach to financial planning. Tune in as Kathleen discusses her unique mantra of "live for now, while preparing for your future," the importance of understanding your financial decisions, and how she educates her clients about the implications of their financial choices.
In this episode you will hear:
- [02:40] The mantra “Live now while preparing for your future” is introduced, encouraging the idea of enjoying life today while making smart choices for a secure retirement.
- [06:38] The importance of balancing financial planning with enjoying life is emphasized, from budgeting for vacations to making sure you’re savoring the present moment.
- [11:30] Trust and comfort are built with clients by offering non-judgmental guidance, making it easier for people to openly address their financial anxieties.
- [15:25] The value of working with a financial planner to create a practical, tax-efficient savings and investment plan is highlighted
- [16:32] A journey from a part-time job at Money Mart to becoming a financial planner shows how real-world experience can shape a passion for helping others achieve financial peace of mind.
- [23:03] A shift from working in banking to IG Wealth Management is discussed, emphasizing how the client-first approach and focus on personalized financial planning align with core values.
- [23:30] Cutting-edge financial tools at IG Wealth Management are introduced, showing how they help clients visualize their financial future
- [25:10] The use of advanced technology at IG allows clients to see detailed financial snapshots, helping them make more informed decisions about their investments and retirement goals.
- [30:27] Financial planning software enables personalized, data-driven insights that help clients make informed decisions on major financial moves
- [41:42] The growing wealth of women in Canada is discussed, urging women to take control of their finances, advocate for themselves, and educate themselves on financial matters.
- [55:42] The importance of having conversations with parents about estate planning, taxes, and asset protection is emphasized, ensuring smooth transitions and avoiding costly mistakes.
Special Offer: Kathleen is offering a free IG Living Plan, which includes a portfolio analysis and a second opinion on your current investment, insurance, and estate planning. Take advantage of this valuable opportunity to ensure you're on the right track for your financial future.
Connect with Kathleen:
Instagram: @thewealthbeech
Let's Connect:
Instagram: https://www.instagram.com/at.home.co
Website: www.athomecompany.ca
Email Community: https://athomeco.myflodesk.com/podcast
Contact: hello@athomecompany.ca
Thank you to our Sponsors:
• Amanda Walczyk, Mortgage Agent | Level 2 license at Dominion Lending Centres National Ltd, FSRA #12360
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519.497.9256
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