Marianne Agudo hosts 'The Unpacked and Empowered Finances' podcast, in which she simplifies financial management and personal development. In this episode, Marianne discusses why attempting to tackle all financial goals at once can lead to stagnation and overwhelm. She introduces the 'priority pyramid' to help listeners focus on one financial goal at a time, starting with cash flow, moving to protection, and finally growth and investing. Marianne emphasizes the importance of clarity and strategic focus to create momentum and confidence in financial planning. She encourages listeners to adjust their strategies when goals aren't met, viewing setbacks as opportunities for better decision-making.

00:00 Introduction to The Unpacked and Empowered Finances

00:22 The Challenge of Financial Goals

01:45 Understanding the Priority Pyramid

03:48 Practical Steps to Financial Focus

04:42 Conclusion and Next Steps

Watch the Episode on The Pyramid of Financial Priorities

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Discover the Essentials of Financial Planning with Murray Tucker of Wealth Plan Atlantic

In this episode of Unpacked and Empowered Finances, host Marianne welcomes Murray Tucker, co-owner of Wealth Plan Atlantic and a seasoned wealth management advisor with over 13 years of experience. They discuss the fundamentals of financial planning, particularly for beginners or those restarting their financial journey. The episode aims to break the misconception that financial planning is only for the wealthy, emphasizing the importance of starting early and regularly updating your financial plan. Murray explains the essential components of a financial plan, the common triggers that drive individuals to seek financial advice, and the importance of personalized, unbiased financial guidance tailored to individual goals and life changes.

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Instagram: Marianne Agudo IG Podcast

Website: https://marianneagudo.com/home/

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.

• Instagram: https://www.instagram.com/marianneagudo.podcast/

• Website: https://marianneagudo.com/home/