Category Archives: Blog

Living Your Best Life – Clients Testimonials and Insights

In a world where life moves fast and financial goals constantly evolve, the pursuit of living your best life takes centre stage. THE QUEST FOR EARLY RETIREMENT   Many dream of retiring as early as possible, and why not?  Early retirement can be the gateway to a life filled with freedom and adventure.  Jackie and […]

How Do You Lose Wealth

Kelley Keehn joins Jackie to discuss losing wealth. Inspired by Annie Lennox’s song “Here Comes the Rain Again,” they delve into why individuals may face financial setbacks and the lessons that can be learned from such experiences. Kelly Keehn, a renowned financial expert and founder of MoneyWise Workplaces, shares insights on minimizing the dangers of […]

Spilling the Kool-Aid

Now that we’re post-mayoral election, many people have asked me why I haven’t pursued a political office given my 40 years of active municipal service as a volunteer in different community organization levels. The answer is easy. While others embrace the status quo, I choose to challenge it. I seek transparency and truth, unclouded by […]

Estate Planning for Business Owners

Jackie and Jin are back discussing the theme of the “last dance,” reflecting on the passing of Donna Summer, a talented singer. The song acknowledges that confronting our mortality is a universal experience, regardless of fame, and emphasizes the importance of cherishing every moment. Nobody talks about dying, but if it is not prepared well, […]

Agent!

As we age, we value the importance of time. In the back nine of my life, I spend more time in queues with customer service reps than at any other time. The wait is never five minutes. Sometimes it’s five hours with cringingly disharmonious music blasting while one phone representative passes you to a series […]

Business Owners, It’s Time to Start Spring Cleaning

I’m back with  Melissa Houston this week to discuss spring cleaning finances for business owners. Melissa is a speaker, Author and Forbes writer. She will let us know what it means to organize your finances this tax season. Are you one of those business owners who pile up receipts in a shoebox and get overwhelmed […]