Shows
Authentically ShawnaEpisode 36: How the Sauce Gets Made with Dr. Shawna BerkIn the last episode of the season, Dr. Shawna shares how she produces the podcast and the tools she uses (not sponsored) in the creation process. She also shares what she is launching in the fall, a six month membership to teach everyday wellness tools that can be done in between practitioner visits (more to come!) which will launch in October '25. The best way to stay up-to-date with Dr. Shawna until the podcast resumes in September '25 is to follow her on Instagram @drshawnaberk. Recording Equipment from Rode: 2025-05-1220 min
Author ExpressShawna Rodrigues' Top Three Books & Her Personal RevelationsUncover what makes Author Express special as Shawna Rodrigues opens up about three books that sculpted her worldview. Not merely narratives, these chosen books serve as windows into cultural, historical, and personal realms, urging listeners to reflect on their own pivotal reads. Alongside, Shawna shares a heartfelt announcement about her health journey and the temporary episode schedule change. This episode underscores the essence of storytelling and community, nurturing an understanding of different voices, much like the rich tapestry of characters within the highlighted books. Perfect for anyone seeking literary inspiration and authentic connection.Want to hear Shawna's...2025-02-1217 min
Sessions with ShawnaSessions with Shawna: Introduction TrailorSchedule a session with Shawna, as she focuses on a different hot topic each week, leaving you with ideas on ways to make a change that works for you. In this podcast, there is a little something for everyone. Shawna breaks down the subtle roadblocks in life by unpacking some of the most common problems people face and adding some fun. This podcast will give you a light, fun feel, like you're hanging out with a friend, while giving you some psychology perspectives. You can write in to Shawna to gain perspectives on your own situations and be featured in...2024-05-0601 min
Moore Wealth Retirement TalkSocial Security 2/1/24Listen to Shawna discuss way to maximize your Social Security benefits. Most don't know how important this is but Shawna believes in the foundation to a solid retirement plan.2024-02-0100 min
Author ExpressWriting That Connects is Key for Author Shawna RodriguesOn today’s episode we get to chat with Shawna Rodrigues, a Women’s Fiction author with a laugh you will not easily forget. You may also recognize her as one of our hosts! After twenty+ years as a leader in the public and non-profit sector, Shawna transitioned to work as a consultant, all so she could finally finish the novel she always dreamed of writing. It was a joyous and arduous journey, but less than a year after leaving her career, she penned the final words of her debut novel, Beyond the Pear Blossoms. The jubilation was quickly eclip...2023-01-1112 min
The Root For Wisconsin ShowEpisode 96- Packer Victory Monday (Finally) and Is Shawna a Jinx?Happy Tuesday, we finally have a Packers Victory Monday! Eric, Sean, and Shawna breakdown all angles of the Packers victory over Dallas, and preview the upcoming game against the Titans. We also do a draft of the best supper club foods in our new weekly draft segment. Plus, the guys also explore the possibility that Shawna is a jinx on the Bills. This and much more in Episode 96!2022-11-151h 48
Shawna and LaLa: Life Beyond The MicA Lesson For ShawnaIn this episode Shawna and LaLa talk about how hot it has been, school taxes on the rise, and where that money goes. LaLa has a lesson for Shawna about when to call 911. Did Shawna learn from LaLa's lesson? And, Michael Bluestein from Foreigner calls in and talks about their summer tour! For more visit www.shawnaandlala.com #foreigner #michaelbluestein #summerconcerts2022-08-0447 min
Balance Financial - Shawna McCreaGet Your Money Moving - Monday Money with Shawna McCrea of Balance FinancialGet Your Money Moving - Monday Money with Shawna McCrea of Balance Financial
MY CHALLENGE to you this week is to look for opportunities to improve your cash flow.
Wishing you Financial Health | Know your numbers
As you know I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals.
First phone consultation is COMPLIMENTARY
This video is only general explanations and education. It's not specific tax, legal or investment advice. Before considering acting on a...2022-06-2702 minBalAnce Well-BeingGet Your Money Moving - Monday Money with Shawna McCrea of Balance FinancialGet Your Money Moving - Monday Money with Shawna McCrea of Balance Financial
MY CHALLENGE to you this week is to look for opportunities to improve your cash flow.
Wishing you Financial Health | Know your numbers
As you know I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals.
First phone consultation is COMPLIMENTARY
This video is only general explanations and education. It's not specific tax, legal or investment advice. Before considering acting on a...2022-06-2702 min
Balance Financial - Shawna McCreaStop Stressing Over Your Money - Monday Money with Shawna McCrea of Balance FinancialStop Stressing Over Your Money - Monday Money with Shawna McCrea of Balance Financial
MY CHALLENGE to you this week is to start, review or revamp your budget.
Wishing you Financial Health | Know your numbers
As you know I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals.
First phone consultation is COMPLIMENTARY
This video is only general explanations and education. It's not specific tax, legal or investment advice. Before considering acting on anything y...2022-06-2007 minBalAnce Well-BeingStop Stressing Over Your Money - Monday Money with Shawna McCrea of Balance FinancialStop Stressing Over Your Money - Monday Money with Shawna McCrea of Balance Financial
MY CHALLENGE to you this week is to start, review or revamp your budget.
Wishing you Financial Health | Know your numbers
As you know I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals.
First phone consultation is COMPLIMENTARY
This video is only general explanations and education. It's not specific tax, legal or investment advice. Before considering acting on anything y...2022-06-2007 min
BalAnce Well-Being“Jessica gets a divorce” - Monday Money Stories with Shawna McCrea of Balance Financial“Jessica gets a divorce” - Monday Money Stories with Shawna McCrea of Balance Financial
Divorce can be emotional and challenging. It can be a financial wreck that leads to a large drop in your standard of living.
You need to separate your emotions from your finances. Get support. Get paperwork organized. Educate yourself.
Contentious or Amicable
What stage
Talk about joint assets, income and liabilities and freezing joint accounts
Court decides, not spouse
Children and support
Counselling
MY CHALLENGE to you is to co...2022-05-0904 min
Balance Financial - Shawna McCrea“Jessica gets a divorce” - Monday Money Stories with Shawna McCrea of Balance Financial“Jessica gets a divorce” - Monday Money Stories with Shawna McCrea of Balance Financial
Divorce can be emotional and challenging. It can be a financial wreck that leads to a large drop in your standard of living.
You need to separate your emotions from your finances. Get support. Get paperwork organized. Educate yourself.
Contentious or Amicable
What stage
Talk about joint assets, income and liabilities and freezing joint accounts
Court decides, not spouse
Children and support
Counselling
MY CHALLENGE to you is to co...2022-05-0904 min
Balance Financial - Shawna McCrea“Child-rearing provisions” - Money Monday with Shawna McCrea of Balance Financial“Child-rearing provisions” - Money Monday with Shawna McCrea of Balance Financial
If you took time off from work or worked less to look after your young children (up to age 7), you may be able to increase the amount of your CPP retirement pension and other CPP benefits with the child-rearing provisions.
No one does this for you, you have to remember to do this on your own.
If you are already collecting CPP you can still apply.
MY CHALLENGE to you is to review your retirement plan to make sure you are...2022-05-0202 min
BalAnce Well-Being“Child-rearing provisions” - Money Monday with Shawna McCrea of Balance Financial“Child-rearing provisions” - Money Monday with Shawna McCrea of Balance Financial
If you took time off from work or worked less to look after your young children (up to age 7), you may be able to increase the amount of your CPP retirement pension and other CPP benefits with the child-rearing provisions.
No one does this for you, you have to remember to do this on your own.
If you are already collecting CPP you can still apply.
MY CHALLENGE to you is to review your retirement plan to make sure you are...2022-05-0202 min
Balance Financial - Shawna McCrea“Tax-Free First Home Savings Account ("FHSA")” - Money Monday with Shawna McCrea of Balance Financial“Tax-Free First Home Savings Account ("FHSA")” - Money Monday with Shawna McCrea of Balance Financial
The FHSA is a proposed registered savings account that will allow individuals to make deductible contributions of up to $8,000 annually to a maximum of $40,000 for the purpose of purchasing their first home.
Intended to help individuals save for their first home.
Available starting in 2023.
Contributions to the FHSA would be deductible from income and can come from existing RSPs
Qualifying withdrawals for a first home purchase would not be taxable. - Income earned in the account would not be taxable.
Tax Free...2022-04-2502 min
BalAnce Well-Being“Tax-Free First Home Savings Account ("FHSA")” - Money Monday with Shawna McCrea of Balance Financial“Tax-Free First Home Savings Account ("FHSA")” - Money Monday with Shawna McCrea of Balance Financial
The FHSA is a proposed registered savings account that will allow individuals to make deductible contributions of up to $8,000 annually to a maximum of $40,000 for the purpose of purchasing their first home.
Intended to help individuals save for their first home.
Available starting in 2023.
Contributions to the FHSA would be deductible from income and can come from existing RSPs
Qualifying withdrawals for a first home purchase would not be taxable. - Income earned in the account would not be taxable.
Tax Free...2022-04-2502 min
Balance Financial - Shawna McCrea“$1200 RESP BC Grant” - Money Monday with Shawna McCrea of Balance Financial“$1200 RESP BC Grant” - Money Monday with Shawna McCrea of Balance Financial
Do you have a child or know someone that has a child between the age of 6 and 9?
Families in British Columbia are encouraged to start planning and saving early for their children’s post-secondary education or training programs. To help, the B.C. Government will contribute $1,200 to eligible children through the B.C. Training and Education Savings Grant (BCTESG).
As you know I am a big fan of RESPs. I have talked to too many people that struggle with paying back their stu...2022-04-1101 min
BalAnce Well-Being“$1200 RESP BC Grant” - Money Monday with Shawna McCrea of Balance Financial“$1200 RESP BC Grant” - Money Monday with Shawna McCrea of Balance Financial
Do you have a child or know someone that has a child between the age of 6 and 9?
Families in British Columbia are encouraged to start planning and saving early for their children’s post-secondary education or training programs. To help, the B.C. Government will contribute $1,200 to eligible children through the B.C. Training and Education Savings Grant (BCTESG).
As you know I am a big fan of RESPs. I have talked to too many people that struggle with paying back their stu...2022-04-1101 min
Balance Financial - Shawna McCrea“What Should I do?” - Money Monday with Shawna McCrea of Balance Financial“What Should I do?” - Money Monday with Shawna McCrea of Balance Financial
In my consulting practice I often get asked what should I do?
Should I sell my house and get a bigger one? Should I change jobs? Should I move?
Only you can determine what your goals are - remove the should.
MY CHALLENGE to you is to reflect on your goals. What do you want? What do you want it to look like?
Wishing you Financial Health | Know your numbers
First phone consultation is COMPLIME...2022-04-0402 min
BalAnce Well-Being“What Should I do?” - Money Monday with Shawna McCrea of Balance Financial“What Should I do?” - Money Monday with Shawna McCrea of Balance Financial
In my consulting practice I often get asked what should I do?
Should I sell my house and get a bigger one? Should I change jobs? Should I move?
Only you can determine what your goals are - remove the should.
MY CHALLENGE to you is to reflect on your goals. What do you want? What do you want it to look like?
Wishing you Financial Health | Know your numbers
First phone consultation is COMPLIME...2022-04-0402 min
Balance Financial - Shawna McCrea“The Cost of Procrastination” - Money Monday with Shawna McCrea of Balance Financial“The Cost of Procrastination” - Money Monday with Shawna McCrea of Balance Financial
Procrastination is something many of us wrestle with in many areas of our life especially our finances. It is so much easier to put it off until tomorrow.
MY CHALLENGE to you is to stop procrastinating and encourage kids if you have them to start now.
https://balancefinancial.net/2022/01/the-cost-of-procrastination/
Wishing you Financial Health | Know your numbers
First phone consultation is COMPLIMENTARY
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2022-03-2803 min
BalAnce Well-Being“The Cost of Procrastination” - Money Monday with Shawna McCrea of Balance Financial Procrastination“The Cost of Procrastination” - Money Monday with Shawna McCrea of Balance Financial
Procrastination is something many of us wrestle with in many areas of our life especially our finances. It is so much easier to put it off until tomorrow.
MY CHALLENGE to you is to stop procrastinating and encourage kids if you have them to start now.
https://balancefinancial.net/2022/01/the-cost-of-procrastination/
Wishing you Financial Health | Know your numbers
First phone consultation is COMPLIMENTARY
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2022-03-2803 min
Reawakening Beauty8 Important Beauty Tips from Skincare Expert Shawna PatrunoIn this episode, host Shawna Patruno provides 8 important beauty tips that you must hear. No matter what your skincare routine is, these beauty tips will enhance your skin, starting from the inside out. Click to view the detailed show notes Photo credit: @paul_iacoviello2022-03-2710 min
Balance Financial - Shawna McCrea“Divorce and your money” - Money Monday with Shawna McCrea of Balance Financial“Divorce and your money” - Money Monday with Shawna McCrea of Balance Financial
I deal with so many people that are going through a separation or divorce, especially lately.
I know it is such a tough and challenging time when it comes to your money.
Who gets what? can I stay in the house? how do I protect myself?
It will make a real difference if your separation is going to amicable or contentious. Emotions can play a big role in the negotiation process.
You may want to freeze your...2022-03-2102 min
BalAnce Well-Being“Divorce and your money” - Money Monday with Shawna McCrea of Balance Financial“Divorce and your money” - Money Monday with Shawna McCrea of Balance Financial
I deal with so many people that are going through a separation or divorce, especially lately.
I know it is such a tough and challenging time when it comes to your money.
Who gets what? can I stay in the house? how do I protect myself?
It will make a real difference if your separation is going to amicable or contentious. Emotions can play a big role in the negotiation process.
You may want to freeze your...2022-03-2102 min
Balance Financial - Shawna McCrea“What are the Types Investments?"- Money Monday with Shawna McCrea of Balance Financial“What are the Types Investments?"- Money Monday with Shawna McCrea of Balance Financial
Types of Investments
GICS - is a certificate of deposit at a bank or other financial institution for a fixed term
Bonds - When you buy a bond, you are making a loan to a government or a company.
Shares - There are different types of shares available to investors interested in taking an ownership interest in a company.
Mutual Funds - Mutual funds allow you to diversify your portfolio by investing in a number of...2022-03-1402 min
BalAnce Well-Being“What are the Types Investments?"- Money Monday with Shawna McCrea of Balance“What are the Types Investments?"- Money Monday with Shawna McCrea of Balance Financial
Types of Investments
GICS - is a certificate of deposit at a bank or other financial institution for a fixed term
Bonds - When you buy a bond, you are making a loan to a government or a company.
Shares - There are different types of shares available to investors interested in taking an ownership interest in a company.
Mutual Funds - Mutual funds allow you to diversify your portfolio by investing in a number of...2022-03-1402 min
Balance Financial - Shawna McCrea“What is an Investment Account?"- Money Monday with Shawna McCrea of Balance Financial“What is an Investment Account?"- Money Monday with Shawna McCrea of Balance Financial
Non-Registered - You must declare investment income (or losses) and interest on your taxes in non-registered accounts even if you don’t withdraw the money.Types of Investment AccountsRRSPS - RRSP accounts help you to save for your retirement years.TFSAs - A Tax-Free Savings Account allows you to save without paying income on your investment earnings.RRIFS - RRIFs allow you to generate income during retirement.RESPS - RESPs can help you pay for a child’s post-secondary education.RDSPs - helps create...2022-03-0702 min
BalAnce Well-Being“What is an Investment Account?"- Money Monday with Shawna McCrea of Balance Financial“What is an Investment Account?"- Money Monday with Shawna McCrea of Balance Financial
Non-Registered - You must declare investment income (or losses) and interest on your taxes in non-registered accounts even if you don’t withdraw the money.Types of Investment AccountsRRSPS - RRSP accounts help you to save for your retirement years.TFSAs - A Tax-Free Savings Account allows you to save without paying income on your investment earnings.RRIFS - RRIFs allow you to generate income during retirement.RESPS - RESPs can help you pay for a child’s post-secondary education.RDSPs - helps create...2022-03-0702 min
Fearless with Shawna ClingermanIntroducing: Fearless with Shawna ClingermanFearless with Shawna Clingerman is a podcast about living, loving, and creating without fear. Here we carve out space for art, we care for our mental health, and most importantly, we give ourselves permission to show up exactly as we are right now; with our full, messy, creative hearts.We'll be back soon with our very first episode! In the meantime, subscribe on your favorite streaming service so you don't miss a thing! For more from Shawna, be sure to follow @shawnaclingerman on Instagram and check out www.S...2022-03-0410 min
Balance Financial - Shawna McCrea“What financial lessons—good or bad—did you learn from your parents?"- Money Monday with Shawna McCrea of Balance Financial“What financial lessons—good or bad—did you learn from your parents?"- Money Monday with Shawna McCrea of Balance Financial
Why do you manage your money the way that you do? I talk to so many people that are stressed and lost when it comes to money, because of this I find some people choose to ignore how they manage their money. I help people that are stuck. I know it is so painful when you are worried all the time about your financial future and achieving your goals. Studies have shown that we predominately follow the financia...2022-02-2801 min
BalAnce Well-Being“What financial lessons—good or bad—did you learn from your parents?"- Money Monday with Shawna McCrea of Balance Financial“What financial lessons—good or bad—did you learn from your parents?"- Money Monday with Shawna McCrea of Balance Financial
Why do you manage your money the way that you do? I talk to so many people that are stressed and lost when it comes to money, because of this I find some people choose to ignore how they manage their money. I help people that are stuck. I know it is so painful when you are worried all the time about your financial future and achieving your goals. Studies have shown that we predominately follow the financia...2022-02-2801 min
Balance Financial - Shawna McCrea“Black, Blue, White Or Gold?"- Money Monday with Shawna McCrea of Balance Financial“Black, Blue, White Or Gold?"- Money Monday with Shawna McCrea of Balance Financial
Investing in things we know little or nothing about can set us up for a financial round of frustration and disappointment.
https://balancefinancial.net/2022/01/black-blue-white-or-gold/
I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals.
First phone consultation is COMPLIMENTARY
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2022-02-1402 min
BalAnce Well-Being“Black, Blue, White Or Gold?"- Money Monday with Shawna McCrea of Balance Financial“Black, Blue, White Or Gold?"- Money Monday with Shawna McCrea of Balance Financial
Investing in things we know little or nothing about can set us up for a financial round of frustration and disappointment.
https://balancefinancial.net/2022/01/black-blue-white-or-gold/
I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals.
First phone consultation is COMPLIMENTARY
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2022-02-1402 min
Balance Financial - Shawna McCrea“Avoiding The Losses Can Prove More Valuable Than Picking The Winners"- Money Monday with Shawna McCrea of Balance Financial“Avoiding The Losses Can Prove More Valuable Than Picking The Winners"- Money Monday with Shawna McCrea of Balance Financial
There are two ways to fill up a bucket with holes.
https://balancefinancial.net/2022/01/avoiding-the-losses-can-prove-more-valuable-than-picking-the-winners/
I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals.
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2022-02-0702 min
BalAnce Well-Being“Avoiding The Losses Can Prove More Valuable Than Picking The Winners"- Money Monday with Shawna McCrea of Balance Financial“Avoiding The Losses Can Prove More Valuable Than Picking The Winners"- Money Monday with Shawna McCrea of Balance Financial
There are two ways to fill up a bucket with holes.
https://balancefinancial.net/2022/01/avoiding-the-losses-can-prove-more-valuable-than-picking-the-winners/
I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals.
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2022-02-0702 min
Balance Financial - Shawna McCrea“RSPs: The Hidden Truth"- Money Monday with Shawna McCrea of Balance Financial“RSPs: The Hidden Truth"- Money Monday with Shawna McCrea of Balance Financial
What do RSPs do exactly?
https://balancefinancial.net/2022/01/rsps-the-hidden-truth/
Helping YOU Navigate a Financially Successful Life2022-01-3104 min
BalAnce Well-Being“RSPs: The Hidden Truth"- Money Monday with Shawna McCrea of Balance Financial“RSPs: The Hidden Truth"- Money Monday with Shawna McCrea of Balance Financial
What do RSPs do exactly?
https://balancefinancial.net/2022/01/rsps-the-hidden-truth/
Helping YOU Navigate a Financially Successful Life2022-01-3104 min
Balance Financial - Shawna McCrea"What don’t you like about your current financial position?"- Money Monday with Shawna McCrea of Balance Financial"What don’t you like about your current financial position?"- Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First phone consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2022-01-2401 min
BalAnce Well-Being"What don’t you like about your current financial position?"- Money Monday with Shawna McCrea of Balance Financial"What don’t you like about your current financial position?"- Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First phone consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2022-01-2401 min
Balance Financial - Shawna McCrea“The Best gift you can give your kids" - Money Monday with Shawna McCrea of Balance Financial“The Best gift you can give your kids" - Money Monday with Shawna McCrea of Balance Financial
Here are a couple of websites to help you with Budgeting:
Budget Planner:
https://itools-ioutils.fcac-acfc.gc.ca/BP-PB/budget-planner
Income, Expenses & Budget:
https://www.canada.ca/en/financial-consumer-agency/services/financial-toolkit/income-expenses-budget.html
Helping YOU Navigate a Financially Successful Life
First phone consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2022-01-1702 min
BalAnce Well-Being“The Best gift you can give your kids" - Money Monday with Shawna McCrea of Balance Financial“The Best gift you can give your kids" - Money Monday with Shawna McCrea of Balance Financial
Here are a couple of websites to help you with Budgeting:
Budget Planner:
https://itools-ioutils.fcac-acfc.gc.ca/BP-PB/budget-planner
Income, Expenses & Budget:
https://www.canada.ca/en/financial-consumer-agency/services/financial-toolkit/income-expenses-budget.html
Helping YOU Navigate a Financially Successful Life
First phone consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2022-01-1702 min
Unwritten PodcastGet To Know Your Host Shawna PatrunoIn this episode you will be introduced to Shawna Patruno, one of the co-hosts of Unwritten Podcast. Shawna shares a bit about her story including how she got into the modelling industry and beauty world, and how she was able to break some popular modelling myths along the way including height and age. She also overcame an eating disorder and brain injury, and raises awareness for others to believe in themselves despite any limiting beliefs they may have. Listen to the full story to be inspired.2022-01-1122 min
Balance Financial - Shawna McCrea“What I have learned about RSPs" - Money Monday with Shawna McCrea of Balance Financial“What I have learned about RSPs" - Money Monday with Shawna McCrea of Balance Financial
An RRSP is a retirement savings plan that you establish, that we register, and to which you or your spouse or common-law partner contribute. Deductible RRSP contributions can be used to reduce your tax.
Any income you earn in the RRSP is usually exempt from tax as long as the funds remain in the plan; you generally have to pay tax when you receive payments from the plan. (canada.ca)
Helping YOU Navigate a Financially Successful Life
Fi...2022-01-1003 min
BalAnce Well-Being“What I have learned about RSPs" - Money Monday with Shawna McCrea of Balance Financial“What I have learned about RSPs" - Money Monday with Shawna McCrea of Balance Financial
An RRSP is a retirement savings plan that you establish, that we register, and to which you or your spouse or common-law partner contribute. Deductible RRSP contributions can be used to reduce your tax.
Any income you earn in the RRSP is usually exempt from tax as long as the funds remain in the plan; you generally have to pay tax when you receive payments from the plan. (canada.ca)
Helping YOU Navigate a Financially Successful Life
Fi...2022-01-1003 min
Balance Financial - Shawna McCrea“What do you like most about what you are doing?" - Money Monday with Shawna McCrea - Balance Financial“What do you like most about what you are doing?" - Money Monday with Shawna McCrea - Balance Financial
Year end is a great time to do an annual review of your financial plan.
What do you like, what don’t you like and what needs to be adjusted?
Helping YOU Navigate a Financially Successful Life
First phone consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-12-1301 min
BalAnce Well-Being“What do you like most about what you are doing?" - Money Monday with Shawna McCrea - Balance Financial“What do you like most about what you are doing?" - Money Monday with Shawna McCrea - Balance Financial
Year end is a great time to do an annual review of your financial plan.
What do you like, what don’t you like and what needs to be adjusted?
Helping YOU Navigate a Financially Successful Life
First phone consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-12-1301 min
Balance Financial - Shawna McCrea“$1200 BC RESP Grant" - Money Monday with Shawna McCrea - Balance Financial“$1200 BC RESP Grant" - Money Monday with Shawna McCrea - Balance Financial
Between a child's 6th birthday and their 9th
https://www2.gov.bc.ca/gov/content/education-training/k-12/support/scholarships/bc-training-and-education-savings-grant
Helping YOU Navigate a Financially Successful Life
First phone consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-11-2901 min
BalAnce Well-Being“$1200 BC RESP Grant" - Money Monday with Shawna McCrea - Balance Financial“$1200 BC RESP Grant" - Money Monday with Shawna McCrea - Balance Financial
Between a child's 6th birthday and their 9th
https://www2.gov.bc.ca/gov/content/education-training/k-12/support/scholarships/bc-training-and-education-savings-grant
Helping YOU Navigate a Financially Successful Life
First phone consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-11-2901 min
Balance Financial - Shawna McCrea“Retirement can last 25-30 years" - Money Monday with Shawna McCrea - Balance Financial“Retirement can last 25-30 years" - Money Monday with Shawna McCrea - Balance Financial
So many of us just focus on today and don’t want to plan for the future.
Imagine your life at 80 what do you want it to look like?
Even starting to save small amounts will help your future lifestyle.
Helping YOU Navigate a Financially Successful Life
First phone consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-11-2201 min
BalAnce Well-Being“Retirement can last 25-30 years" - Money Monday with Shawna McCrea - Balance Financial“Retirement can last 25-30 years" - Money Monday with Shawna McCrea - Balance Financial
So many of us just focus on today and don’t want to plan for the future.
Imagine your life at 80 what do you want it to look like?
Even starting to save small amounts will help your future lifestyle.
Helping YOU Navigate a Financially Successful Life
First phone consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-11-2201 min
Balance Financial - Shawna McCrea“Do you watch your TFSA & RSP room #s?" - Money Monday with Shawna McCrea - Balance Financial“Do you watch your TFSA & RSP room #s?" - Money Monday with Shawna McCrea - Balance Financial
When discussing contribution room for TFSAs and RSPs people can find this confusing.
Can be a costly mistake if you over contribute or you can be missing out on tax savings.
CRA MyAccount have all those numbers available for us to look at.
https://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/account-individuals.html
Helping YOU Navigate a Financially Successful Life
First phone consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #Fin...2021-11-0801 minBalAnce Well-Being“Do you watch your TFSA & RSP room #s?" - Money Monday with Shawna McCrea - Balance Financial“Do you watch your TFSA & RSP room #s?" - Money Monday with Shawna McCrea - Balance Financial
When discussing contribution room for TFSAs and RSPs people can find this confusing.
Can be a costly mistake if you over contribute or you can be missing out on tax savings.
CRA MyAccount have all those numbers available for us to look at.
https://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/account-individuals.html
Helping YOU Navigate a Financially Successful Life
First phone consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #Fin...2021-11-0801 min
Balance Financial - Shawna McCrea“Wealth Umbrellas - types of accounts vs types of investments" - Money Monday with Shawna McCrea - Balance Financial“Wealth Umbrellas - types of accounts vs types of investments" - Money Monday with Shawna McCrea - Balance Financial
We are all bombarded by sensationalized headlines regarding the market that instil fear or greed.
These potential emotional tiggers do little to help us make better decisions and instead encourage emotional speculating.
It’s important to invest according to sound principles and reasoning and look past the noise from the media.
Helping YOU Navigate a Financially Successful Life First phone consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-11-0101 min
BalAnce Well-Being“Wealth Umbrellas - types of accounts vs types of investments" - Money Monday with Shawna McCrea - Balance Financial“Wealth Umbrellas - types of accounts vs types of investments" - Money Monday with Shawna McCrea - Balance Financial
We are all bombarded by sensationalized headlines regarding the market that instil fear or greed.
These potential emotional tiggers do little to help us make better decisions and instead encourage emotional speculating.
It’s important to invest according to sound principles and reasoning and look past the noise from the media.
Helping YOU Navigate a Financially Successful Life First phone consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-11-0101 min
BalAnce Well-Being“Are you influenced by emotional speculations?" - Money Monday with Shawna McCrea - Balance Financial“Are you influenced by emotional speculations?" - Money Monday with Shawna McCrea - Balance Financial
We are all bombarded by sensationalized headlines regarding the market that instil fear or greed.
These potential emotional tiggers do little to help us make better decisions and instead encourage emotional speculating.
It’s important to invest according to sound principles and reasoning and look past the noise from the media.
Helping YOU Navigate a Financially Successful Life First phone consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-10-2501 min
Balance Financial - Shawna McCrea“Are you influenced by emotional speculations?" - Money Monday with Shawna McCrea - Balance Financial“Are you influenced by emotional speculations?" - Money Monday with Shawna McCrea - Balance Financial
We are all bombarded by sensationalized headlines regarding the market that instil fear or greed.
These potential emotional tiggers do little to help us make better decisions and instead encourage emotional speculating.
It’s important to invest according to sound principles and reasoning and look past the noise from the media.
Helping YOU Navigate a Financially Successful Life First phone consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-10-2501 min
Balance Financial - Shawna McCrea“What are you currently doing in preparation for your financial future?" - Money Monday with Shawna McCrea - Balance Financial“What are you currently doing in preparation for your financial future?" - Money Monday with Shawna McCrea - Balance Financial
Helping YOU Navigate a Financially Successful Life
First phone consultation is COMPLIMENTARY
https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-10-1801 min
BalAnce Well-Being“What are you currently doing in preparation for your financial future?" - Money Monday with Shawna McCrea - Balance Financial“What are you currently doing in preparation for your financial future?" - Money Monday with Shawna McCrea - Balance Financial
Helping YOU Navigate a Financially Successful Life
First phone consultation is COMPLIMENTARY
https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-10-1801 min
BalAnce Well-Being“Paying down debt is a savings strategy" - Money Monday with Shawna McCrea - Balance Financial“Paying down debt is a savings strategy" - Money Monday with Shawna McCrea - Balance FinancialHelping YOU Navigate a Financially Successful Life First phone consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-10-0401 min
Balance Financial - Shawna McCrea“Paying down debt is a savings strategy" - Money Monday with Shawna McCrea - Balance Financial“Paying down debt is a savings strategy" - Money Monday with Shawna McCrea - Balance FinancialHelping YOU Navigate a Financially Successful Life First phone consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-10-0401 min
Balance Financial - Shawna McCrea“If you had a magic wand what would you change about your financial health?" - Money Monday with Shawna McCrea - Balance Financial“If you had a magic wand what would you change about your financial health?" - Money Monday with Shawna McCrea - Balance Financial
Helping YOU Navigate a Financially Successful Life First initial consultation is COMPLIMENTARY https://balancefinancial.net #InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-09-2701 min
BalAnce Well-Being“If you had a magic wand what would you change about your financial health?" - Money Monday with Shawna McCrea - Balance Financial“If you had a magic wand what would you change about your financial health?" - Money Monday with Shawna McCrea - Balance Financial
Helping YOU Navigate a Financially Successful Life First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-09-2701 min
Balance Financial - Shawna McCrea“Teaching kids about money" - Money Monday with Shawna McCrea of Balance Financial “Teaching kids about money" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-09-2001 min
BalAnce Well-Being“Teaching kids about money" - Money Monday with Shawna McCrea of Balance Financial“Teaching kids about money" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-09-2001 min
Weeds & RosesTo: Young Shawna DIn this episode of Weeds & Roses: Shawna gives nuggets of wisdom that she would tell her younger self and a BONUS nugget we all need to chew on. She shares how thankful she is for her mother and all the lessons she did and didn't teach her. Healing and dealing in this episode! Tune In! Like. Comment. Subscribe. Share. Follow.
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
Support this podcast: https://anchor.fm/shawna58/support2021-09-1749 min
Balance Financial - Shawna McCrea“What does your future life look like?" - Money Monday with Shawna McCrea of Balance Financial“What does your future life look like?" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-09-1301 min
BalAnce Well-Being“What does your future life look like?" - Money Monday with Shawna McCrea of Balance Financial“What does your future life look like?" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-09-1301 min
Balance Financial - Shawna McCrea“Balancing Current Lifestyle and Future Lifestyle" - Money Monday with Shawna McCrea of Balance Financial“Balancing Current Lifestyle and Future Lifestyle" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-08-3002 min
BalAnce Well-Being“Balancing Current Lifestyle and Future Lifestyle" - Money Monday with Shawna McCrea of Balance Financial“Balancing Current Lifestyle and Future Lifestyle" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-08-3002 min
Balance Financial - Shawna McCrea“Flexibility " - Money Monday with Shawna McCrea of Balance Financial“Flexibility " - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-08-2302 min
BalAnce Well-Being“Flexibility " - Money Monday with Shawna McCrea of Balance Financial“Flexibility " - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-08-2302 min
Balance Financial - Shawna McCrea“Like eating well and moving" - Money Monday with Shawna McCrea of Balance Financial“Like eating well and moving" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-08-1602 min
BalAnce Well-Being“Like eating well and moving" - Money Monday with Shawna McCrea of Balance Financial“Like eating well and moving" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-08-1602 min
Balance Financial - Shawna McCrea“What about RESPs?" - Money Monday with Shawna McCrea of Balance Financial“What about RESPs?" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-07-1902 min
BalAnce Well-Being“What about RESPs?" - Money Monday with Shawna McCrea of Balance Financial“What about RESPs?" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-07-1902 minBalance Financial - Shawna McCrea“You know how to accumulate do you know how to de-accumulate? " - Money Monday with Shawna McCrea of Balance Financial“You know how to accumulate do you know how to de-accumulate? " - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-07-1201 minBalAnce Well-Being“You know how to accumulate do you know how to de-accumulate? " - Money Monday with Shawna McCrea of Balance Financial“You know how to accumulate do you know how to de-accumulate? " - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-07-1201 minBalance Financial - Shawna McCrea“Having a good understanding of your financial goals is an important starting block for creating your financial plan" - Money Monday with Shawna McCrea of Balance Financial“Having a good understanding of your financial goals is an important starting block for creating your financial plan" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-07-0503 minBalAnce Well-Being“Having a good understanding of your financial goals is an important starting block for creating your financial plan" - Money Monday with Shawna McCrea of Balance Financial“Having a good understanding of your financial goals is an important starting block for creating your financial plan" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-07-0503 min
Balance Financial - Shawna McCrea“Am I financially ready to retire?" - Money Monday with Shawna McCrea of Balance Financial“Am I financially ready to retire?" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-06-2801 minBalAnce Well-Being“Am I financially ready to retire?" - Money Monday with Shawna McCrea of Balance Financial“Am I financially ready to retire?" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-06-2801 min
Balance Financial - Shawna McCrea“What’s really important to you?" - Money Monday with Shawna McCrea of Balance Financial“What’s really important to you?" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-06-1401 min
BalAnce Well-Being“What’s really important to you?" - Money Monday with Shawna McCrea of Balance Financial“What’s really important to you?" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy2021-06-1401 minBalance Financial - Shawna McCrea“Is your Will and POA up to date?" - Money Monday with Shawna McCrea of Balance Financial “Is your Will and POA up to date?" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #OnTrack #CashWealthRiskLegacy #BalanceFinancial2021-06-0702 min
BalAnce Well-Being“Is your Will and POA up to date?" - Money Monday with Shawna McCrea of Balance Financial“Is your Will and POA up to date?" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialPlanning #OnTrack #CashWealthRiskLegacy #BalanceFinancial2021-06-0702 min
Balance Financial - Shawna McCrea“Retirement conversations with your Spouse" - Money Monday with Shawna McCrea of Balance Financial“Retirement conversations with your Spouse" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial2021-05-3101 min
BalAnce Well-Being“Retirement conversations with your Spouse" - Money Monday with Shawna McCrea of Balance Financial“Retirement conversations with your Spouse" - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial2021-05-3101 minBalance Financial - Shawna McCrea“What about OAS & GIS?” - Money Monday with Shawna McCrea of Balance Financial“What about OAS & GIS?” - Money Monday with Shawna McCrea of Balance Financial
https://www.canada.ca/en/services/benefits/publicpensions.html
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial2021-05-1701 min
BalAnce Well-Being“What about OAS & GIS?” - Money Monday with Shawna McCrea of Balance Financial“What about OAS & GIS?” - Money Monday with Shawna McCrea of Balance Financial
https://www.canada.ca/en/services/benefits/publicpensions.html
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial2021-05-1701 min
BalAnce Well-Being“What is your personalized CPP? ” - Money Monday with Shawna McCrea of Balance Financial“What is your personalized CPP? ” - Money Monday with Shawna McCrea of Balance Financial
My Service Canada Account (MSCA) to find your personalized CPP
https://www.canada.ca/en/employment-social-development/services/my-account.html
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial2021-05-1002 min
Balance Financial - Shawna McCrea“What is your personalized CPP? ” - Money Monday with Shawna McCrea of Balance Financial“What is your personalized CPP? ” - Money Monday with Shawna McCrea of Balance Financial
My Service Canada Account (MSCA) to find your personalized CPP
https://www.canada.ca/en/employment-social-development/services/my-account.html
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial2021-05-1002 minBalance Financial - Shawna McCrea“There are no bad $ ?s” - Money Monday with Shawna McCrea of Balance Financial“There are no bad $ ?s” - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial2021-05-0301 min
BalAnce Well-Being“There are no bad $ ?s” - Money Monday with Shawna McCrea of Balance Financial“There are no bad $ ?s” - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial2021-05-0301 minBalance Financial - Shawna McCrea“Mortgage vs Term Insurance?” - Money Monday with Shawna McCrea of Balance Financial“Mortgage vs Term Insurance?” - Money Monday with Shawna McCrea of Balance Financial
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial2021-04-2602 minBalAnce Well-Being“Mortgage vs Term Insurance?” - Money Monday with Shawna McCrea“Mortgage vs Term Insurance?” - Money Monday with Shawna McCrea
Helping YOU Navigate a Financially Successful Life
First initial consultation is COMPLIMENTARY
https://balancefinancial.net
#InspiringFinancialHealth #FinancialGoals #OnTrack #CashWealthRiskLegacy #BalanceFinancial2021-04-2602 min
Take Control of Your WealthMeet Christie & ShawnaChristie and Shawna are Portfolio Managers each with over a decade of experience helping high net worth clients grow and preserve their wealth. Learn more about who we are, why we do what we do and what we are hoping to accomplish with this podcast series.This communication is for informational purposes only and is not intended to provide legal, accounting, tax, investment, financial or other advice and such information should not be relied upon for providing such advice. Reasonable efforts have been made to ensure that the information contained herein is accurate, complete a...2020-09-2409 min
Our True ColorsMeet Shawna!Get to know your host, Shawna Gann, in this mini episode. You'll learn a little bit about where I am from, where I've been, and some of the experiences that l have paved the way to Our True Colors.If this is your first time with OTC, check out EPISODE 1: START HERE for more background on the show.Our True Colors is sponsored by True Culture Coaching & Consulting. Head to our website to find out how True Culture Coaching and Consulting can support you and your organization...2019-11-0913 min