This month, I sit down with Alyssa Anderson from Desjardins Insurance for a powerful and practical conversation about financial security at every stage of life.

We talk about holistic financial planning, retirement strategies for individuals and business owners, risk mitigation through life, disability, and critical illness insurance, and why estate and legacy planning should never be an afterthought.

Alyssa shares why financial literacy matters, how to structure your finances intentionally, and why “every dollar should have a purpose.”

If you want to protect your family, your business, and your future, this episode is for you.

⏱️ Chapters

00:00 – Introduction to Financial Wellness
03:02 – Personal Finance & Budgeting Foundations
06:03 – The Importance of Retirement Planning
09:00 – Risk Mitigation & Financial Protection
12:04 – Financial Literacy & Education
20:50 – Teaching Financial Literacy
24:00 – Business Planning & Protection Strategies
28:40 – Generational Wealth & Legacy Planning
30:03 – Having Financial Conversations
32:03 – Tax Efficiency & Business Structure
36:00 – Travel Insurance & Protection Planning

Real estate is one part of your financial picture. Understanding how it connects to retirement, protection, and legacy planning is what creates true long-term stability.

🎧 Watch or listen now. The links to YouTube, Spotify, and Apple Podcasts are in the comments section.

If you’re serious about securing your financial future, this is a conversation worth hearing.