Shows
MoneyDad PodcastMoney Strategies and Building a Legacy Beyond the Business | Colleen Gillam Judd, Episode 063Send us a text#063. In this episode, Justin talks with Colleen Gillam-Judd, a Certified Financial Planner, helping Canadian business owners achieve financial freedom. Colleen shares her journey, along with actionable advice on helping entrepreneurs with balancing business and personal finances, planning for retirement, and setting your kids up for financial success. Show notes and more at:https://moneydadpodcast.com/session063Support the show2025-01-2850 min
FIRE Yourself FirstEP 73: Owning Your Financial Literacy: Asking the Right Money Questions w/ Colleen GillamWhat a great conversation with Colleen Gillam, a financial planner with over 15 years of experience. We talked about how she got into the industry after studying psychology, and how that psychology background has been so valuable in helping her clients navigate the emotional side of money. Colleen shared some really insightful perspectives on the importance of going through market cycles and downturns to truly understand the ups and downs of investing. She also talked about the need for more women to get involved in financial planning, as it's still a male-dominated field. I loved Colleen's...2024-08-0636 min
GWP PodcastS3 • EP 8 How to Master Money with Your Partner (Expert Tips You'll LOVE!) with Colleen PART 2Turn Date Night into Dream Night! This GWP episode is your relationship rocket fuel to launch you and your partner towards financial bliss.Financial wiz Colleen (who survived the 2008 financial crash and emerged even stronger!) shares her golden nuggets for building a power couple financial fortress together.Get ready to:Uncover the wealth-building book trilogy that'll have your riches multiplying faster than a Kardashian follower count!Master the Needs vs. Wants vs. Savings financial fiesta! (It's all about balance, baby!)Learn the shocking #1 money tip for couples that'll have you high-fiving all the way to...2024-04-2359 min
GWP PodcastS3 • EP 7 How to Master Money with Your Partner (Expert Tips You'll LOVE!) with ColleenTurn Date Night into Dream Night! This GWP episode is your relationship rocket fuel to launch you and your partner towards financial bliss.Financial wiz Colleen (who survived the 2008 financial crash and emerged even stronger!) shares her golden nuggets for building a power couple financial fortress together.Get ready to:Uncover the wealth-building book trilogy that'll have your riches multiplying faster than a Kardashian follower count!Master the Needs vs. Wants vs. Savings financial fiesta! (It's all about ba...2024-03-2132 min
Tax Talk PodcastInsurance = Generational Wealth | Colleen Gillam-Judd | EP 037According to recent statistics, 22 million Canadians have some kind of life insurance policy in place.Are you one of them?On episode #37 of the Tax Talk Podcast, Jared sits down with Colleen Gillam-Judd with IG Wealth Management to discuss the importance of having the proper insurance policy in place to protect your business and most notably, your financial legacy.Some of the topics discussed are as follows:- What is the difference between term and whole/universal life insurance?- How is life insurance used to create estate liquidity?...2024-02-2956 minTax Talk PodcastBusiness Owner Goals | Colleen Gillam-Judd | EP 026On 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...2023-08-1458 min
Personal Finance CatEpisode 29 - Colleen Gillam-Judd✔️Summary:In this episode, Colleen Gillam-Judd, a Canada based Certified Financial Planner, discusses interesting topics in financial planning, as well as her personal journey in this industry.► Colleen started her career as a financial advisor in 2008, right before the financial crisis, which gave her valuable experience in managing money during difficult times.► She realized that focusing on clients' goals and creating a financial plan was more important than just seeking high rates of return.► Colleen emphasizes the importance of financial planning and understanding what clients want their money to do for them, whet...2023-07-0838 min
GWP PodcastS2 • EP 16 How to Take Control of Your Financial Future with Colleen Gillam-Judd, CFPIn this enlightening episode, our guest, Colleen Gillam-Judd, CFP, shares invaluable insights on thought-based investing, empowering listeners to take charge of their financial future. Join us as we explore the concept of thought-based investing and how it can revolutionize your wealth-building journey. Colleen, a renowned financial professional, reveals the importance of starting your wealth conversation with an experienced advisor, providing a solid foundation for your financial goals.Tune in as we uncover the secrets behind thought-based investing and learn how to harness its potential to unlock financial success. Colleen's expertise and experience will empower you to make...2023-06-2241 min
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax ProfessionalsThinking Through the Future with Colleen Gillam-JuddToday we talk through how to think about your own wealth. The listener should be asking themselves a simple question: How are you thinking about the wealth YOU are creating? We welcome Colleen, a Certified Financial Planner, at IG Wealth Management on today’s show. Colleen shares a wealth of knowledge (literally) about her experiences in the financial planning realm. She shares an outside approach to planning, especially for firm owners. The conversation today is less focused on partnerships, referrals, or adding wealth management to a practice, and more focused on those running the practice an...2023-06-0921 minTax Talk PodcastTFSA vs RRSP vs non-Registered Accounts | Colleen Gillam-Judd | EP 020On 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:🎙️ Why is it important that people know about Financial Planning? 🎙️ Can you explain...2023-05-2358 min