In this episode of the Women’s Wealth Canada Podcast, host Glory Gray welcomes certified retirement coach Anna Harvey for an insightful discussion on the often-overlooked emotional and social aspects of retirement. While financial planning is critical, many women are unprepared for the mental and emotional transitions that come with leaving their careers.

Anna shares the top five hidden benefits that careers provide—structure, status, socialization, purpose, and financial confidence—and how retirees must find ways to replace these elements in their new chapter of life. She also highlights the importance of being mentally and emotionally ready for this next stage and offers practical advice for transitioning smoothly.

Whether you’re considering retirement, actively planning for it, or already retired, this episode is packed with valuable insights to help you retire with confidence, clarity, and purpose.

Learn more about this episode's guest, Anna Harvey at https://www.boostpotential.ca

Hosted by Glory Gray

Take Action:
Get smarter about money! Read the 📖 Women's Wealth Canada Blog

Watch the webinar: 📽 The Real Questions to Ask Before You Retire

Download our free guide:
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor

Contact us for a 👉 Free Wealth Consultation

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Website: GloryGray.com
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Music: Positive Determination by Purple Planet Music

This podcast is for informational purposes only and should not be construed as investment, tax or legal advice.

All content © 2024 Glory Gray.

Welcome to the Women's Wealth Canada Podcast, hosted by Glory Gray.

In this insightful episode, we delve into the inspiring story of Pam, a determined woman who turned her late start in retirement saving into a success story. If you’re feeling behind in your retirement planning, this episode is for you.

Episode Highlights:

• Meet Pam, a former sales and marketing professional who faced financial uncertainties after a divorce.
• Discover the strategic steps Pam took to regain control over her finances with the help of Glory Gray.
• Learn about the importance of automated budgeting and how it can simplify your financial life.
• Understand the benefits of delaying CPP payments and how it can significantly increase your retirement income.
• Explore how Pam created a mindful spending plan that aligned with her goals and values.
• Hear how Pam transitioned from renting to owning her own home, adding security and peace of mind to her financial future.
• Find out how Pam's financial planning allowed her to retire early and embark on a new life adventure with a loving partner.

Resources Mentioned:

• Monarch Money: https://www.monarchmoney.com/

If you enjoyed this episode, please subscribe to our podcast, leave us a positive review, and share it with others who might benefit. Let's empower more women to achieve financial independence and live their best lives.

Hosted by Glory Gray

Take Action:
Get smarter about money! Read the 📖 Women's Wealth Canada Blog

Watch the webinar: 📽 The Real Questions to Ask Before You Retire

Download our free guide:
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor

Contact us for a 👉 Free Wealth Consultation

Join our community! Fill out our 🍏 Client Application Form

More ways to contact us:
Website: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Instagram: Glory Gray

Music: Positive Determination by Purple Planet Music

This podcast is for informational purposes only and should not be construed as investment, tax or legal advice.

All content © 2024 Glory Gray.

In this insightful episode of the Women's Wealth Canada Podcast, host Glory Gray sits down with Sandy Pollack, an esteemed estate planner and family business advisor, to discuss the vital importance of leaving a legacy that benefits future generations rather than creating a burden. Sandy, author of "Don't Leave a Mess: How to Disaster Proof Your Family Legacy," shares her expertise on navigating the complexities of managing family wealth and preparing for one of the largest generational wealth transfers in history.

Listeners will gain valuable insights into the distinctions between building and managing wealth, and the necessity of fostering clear family conversations to intentionally create generational wealth. Sandy delves into her experiences with multi-generational family-owned businesses, highlighting the significance of understanding family dynamics and the often-overlooked role of women as the "chief emotional officers" in these enterprises.

Throughout the episode, Glory and Sandy explore various topics including the importance of involving spouses in financial planning, the intricacies of succession planning, and the challenges of preparing the next generation to handle family wealth responsibly. Sandy's practical advice and thoughtful anecdotes provide a comprehensive guide for business owners seeking to ensure their legacy is a source of strength and unity for their families.

Join Glory and Sandy for an engaging conversation that emphasizes the critical steps needed to leave a legacy that is well-organized, intentional, and reflective of your family's values.

Guest Bio
Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P is the founder of Trimaran Advisory Group Ltd., a financial advisory firm that goes beyond traditional business and estate planning. Sandy and her team recognize the unique family dynamics, as well as personal and economic complexities, that entrepreneurs and self-employed professionals face.

Hosted by Glory Gray

Take Action:
Get smarter about money! Read the 📖 Women's Wealth Canada Blog

Watch the webinar: 📽 The Real Questions to Ask Before You Retire

Download our free guide:
🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor

Contact us for a 👉 Free Wealth Consultation

Join our community! Fill out our 🍏 Client Application Form

More ways to contact us:
Website: GloryGray.com
Facebook: @GloryGrayWealthSolutions
LinkedIn: Glory Gray
Instagram: Glory Gray

Music: Positive Determination by Purple Planet Music

This podcast is for informational purposes only and should not be construed as investment, tax or legal advice.

All content © 2024 Glory Gray.