Episodes
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Whoâd a though personal finance is just personal development with budgeting? This week we continue our look at âThe Seven Habits Of Highly Effective Peopleâ by Stephen R. Covey and see how we can better ourselves and our finances. Find out about win/win vs win/lose, relationship development and best of all a new Cam approved anagram.
â If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit â â braunfinancial.com â
DIY Investing at: â https://get.modernadvisor.ca/braun-financial/â
Keep the conversation going on our Facebook Page and Group: â https://www.facebook.com/itspersonalfinancecanadaâ
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This week Christine talks about Stephen Coveyâs book âThe Seven Habits Of Highly Effective People,â and finds a way to apply it to our personal finances. Find out how circles, squares and private victories can make all the difference in your life.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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Missing episodes?
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Excuse me, I believe you have my stapler. This week we help you become a better and hopefully higher paid employee. What do bosses want, how to stand out, and what your true value is. Plus we reveal the greatest tip of all⊠being competent!
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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When youâre at the top thereâs no one left to blame. This week we go over some key concepts to better help you run a small business. Everything from delegation, systems creation and maintaining your sanity.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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If advice is popular that means itâs right⊠right? This week we tackle 2 popular personal finance myths that might sound like a sure thing, but what works in a book doesnât always work in reality.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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Turns out the secret to happiness is painting Warhammer 40K figures and pretending the rest of the world doesnât exist. This week we tackle the great existential question of how to find true value in your life. What brings happiness, what truly lasts a lifetime and where we should be spending our money.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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Iâm getting too old for this⊠or am I? This week we talk about why people struggle to start their retirement. Concerns about the markets, what to do with their time or just the apprehension that always come right before a major life change.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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Wait if it's balanced shouldnât it be 50/50? This week we peel back the mystery of the 60/40 âBalancedâ portfolio and find out not only why theyâre so common but how they are built. Lean about the nuances of fixed income, what to look for in the equity side and how its all blended together.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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Being rational is overrated. This week we review âPredictably Irrational: The Hidden Forces That Shape Our Decisionsâ by Dan Ariely and learn about why we keep making bad financial decisions. Find out what is anchoring, how we perceive value and how our own sense of perceived loss cripples our budgets.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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The show must go on. This week we push through the haze of sickness and talk about the little talked about parts of RRSP's, taking money out of it, both in working years and in retirement. Plus find out what you need to know to get what you need without too many surprises.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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This week it's time once again for our obligatory RRSP season episode for 2025! Find out what you need to know to make the most of your legal tax shenanigans before March 3.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visitbraunfinancial.com
DIY Investing at:https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group:https://www.facebook.com/itspersonalfinancecanada
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This week we tackle the idea that is less about age and more about the choices we make today to create a more stable tomorrow (is stable even an option anymore). Find out the difference between retirement age and being prepared for retirement plus much more.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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Turns out your boss was crazy after all. This we go over the some of the negative aspects of entrepreneurship and how it can challenge our mental health. What ailments are most common among business owners, how to better manage yourself and how to navigate dealing with an entrepreneur as a boss.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
Useful Resources:
Springer - The prevalence and co-occurrence of psychiatric conditions among entrepreneurs and their families: https://link.springer.com/article/10.1007/s11187-018-0059-8
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Iâve got a gut feeling Iâm not listening to myself enough, meh, must just the pizza talking. This week we talk about the book âAnchoredâ by Deb Dana and see how her view on polyvagal theory can help us better understand our own personal finances. What is the correlation between feeling safe vs spending, how to better regulate ourselves before a financial mishap and more.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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Retirement: noun, being too âtiredâ to deal with any of this. This week Christine goes through Tim Ferrisâ The Four Hour and talks about how apply his principles to your retirement. Be it better cashflow, a mini pre-retirement and more.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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Step 1 listen to this podcast, steps 2-4 ?, Step 5 profit. This week we talk about our new streamlined financial planning process and how it can help you get your best start for 2025 (take that 20-24). Learn about the simple budget, protecting your assets and more.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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As a kid I related to âA Christmas Storyâ but as I get older I find myself living in âChristmas Vacation.â This week we end the year and recap our most popular episodes of 2024, and expand on our best tips. Spoiler alert the most popular ones almost all have money in the title, who would of guessed that.
If you live in British Columbia, Alberta, Saskatchewan,Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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Obey⊠Consume⊠Subscribe. This week we talk about the power of following the herd and how it can impact your financial decisions. Why does your brain want you to fit in with others even when it means rejecting reality, and how we can mitigate the stresses that lead to bad choices. Sunglasses and bubble-gum not included.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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Heâs checking his list, checking it twice, gonna find outwhose bankrupt or nice. Santa Clause is coming to town. This week we check our personal finance check list one more time before the holidays. Hear about year end distribution on non-registered accounts, changes to capital gains, TFSA updates and more financial stocking stuffers.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
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This week we talk about the pros and cons of the First Home Savings plan and how it can work with other programs to help you buy your first major debt burden. When is an FHSA better than the RRSP Home Buyer plan, how much is really available and more ways to avoid the bank of mom and dad.
If you live in British Columbia, Alberta, Saskatchewan, Manitoba or Ontario let us help you take care of the people you love and visit braunfinancial.com
DIY Investing at: https://get.modernadvisor.ca/braun-financial/
Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada
Useful Resources:
Gov website for FHSA: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/first-home-savings-account.html
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