Welcome to another empowering episode of Unpacked & Empowered Finances with your host Marianne Agudo! Today, we go beyond the numbers with Greg Keith, Certified Financial Planner at Keith Wealth Management and Wealth Plan Atlantic. Greg brings over 20 years of experience simplifying complex finance topics to help people—from newcomers and fresh graduates to those nearing retirement—build confidence and momentum in their financial journey.

In this episode, Greg unpacks essential topics for beginners:

• Where to start investing your first paycheck — TFSA, RRSP, FHSA?

• Paying off debt vs. investing — what should be your priority?

• Understanding the "comfort number" and how to plan a steady retirement income.

• Canadian safety nets: CPP and OAS explained for newcomers.

• Benefits of working with an independent financial advisor versus a big bank.

• The Visual Wealth Project: making finances less intimidating with simple language and visuals.

• Greg's actionable advice to secure your financial future, starting today.

If you're new to Canadian finance or looking for a fresh perspective on retirement planning, this conversation is packed with relatable insights and practical tips to empower your financial decisions.

Be sure to share this episode with friends and family who want to unpack their finances and gain clarity on their financial future.

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