Zena Amundsen

Heart of Your Retirement

Business EN ↓ 100 episodes

Welcome to Heart of Your Retirement: the retirement prep podcast for busy Canadian professionals wanting real money talk. Hosted by Certified Financial Planners Zena Amundsen and Nicole Putz, partners at Astra Financial, every episode gives you exclusive access to juicy money details to get you retirement ready and confident about your next money move. We cover everything from CPP and OAS timing to tax-smart withdrawal strategies, pension decisions and the emotional side of retirement planning. Real conversations. No jargon. No sales pitch. Just the information Canadians actually need. For sho...

Author

Zena Amundsen

Category

Business

Podcast website

astrafinancial.ca

Latest episode

Jun 22, 2026

Where to listen?

Podcasts in the app Replaio Radio Coming soon

Podcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts

Get it on Google Play Install for free Android 5M+ downloads · 4.8 rating iOS soon

Episodes

Lessons from Celebrity Estate Failures 02.10.2023

Don't miss our latest podcast episode! I'm dishing on the celebrities and offering vital aspects of estate planning, including ... Why having a will is crucial to avoid complications and disputes. Common reasons for delaying will creation. The importance of updating your will as life changes and Celeb stories drive home the need for proactive estate planning. Tune in now! If you want more resource...

The Worst Advice Given 25.09.2023

Welcome to episode #103! In this podcast episode, I'm sharing commonly given bad financial advice, including...  Investing all your money in a single stock based on rumours or tips is discouraged due to its high risk, Borrowing money to invest, known as leveraging, can lead to financial trouble and dipping into emergency funds for high-yield investments.  The big takeaway in today's episode? Appro...

Retirement's Financial and Emotional Crossroads 11.09.2023

Dive into our podcast—uncover financial wisdom and spark meaningful retirement conversations. Tune in to "Episode 102: Ask Me Anything" now!   If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/

Estate Talk with Yens Pedersen 28.08.2023

In this episode, lawyer Yens Pedersen and I are navigating common mistakes in estate planning choices. Here's a sneak peak at the 3 three key takeaways... ✔️Executor fees vary by province, and compensation depends on factors like complexity and assets. Some opt for percentage-based fees, while banks and trust companies may have higher charges. ✔️Estate planning is crucial, and procrastination is a...

Billy Pratt Shares His $5 Story 21.08.2023

In our ⭐100th⭐ episode of "The Heart of Your Money" podcast, guest Billy Pratt shares his inspiring "$5 Story" experiment. In this experiment... 💌 He sent $5 bills to 43 people with no restrictions on how to use it. 💌 Recipients used the money for self-care, charity, and helping others, showing the power of small acts of kindness. The project emphasized the importance of giving with intention...

Why the Bleep are You with Your Financial Advisor? 14.08.2023
How Can I Plan for Long-term Care Expenses in Retirement? 07.08.2023
The 3 Things I Have Learned in My Personal Journey 24.07.2023

Money is a lifelong relationship, lasting from birth to death. Nurture it because it's here to stay. Reflect on the significance of money in your life and how it aligns with your dreams and values. If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/

Financial Benchmarking: Where You Should Be (Financially) in your 30s 17.07.2023

In my latest podcast episode, I'm sharing my top 3 financial tips to kickstart an abundant future in your 30s. Things like ... Building a strong financial foundation in your thirties by managing cash flow, saving for emergencies, paying off debt, and planning for retirement. Investing in yourself by advancing your career, increasing income potential, and pursuing professional development. Not over...

Financial Benchmarking: Where You Should Be (Financially) In Your 40s 10.07.2023
Where You Should Be (Financially) In Your 50s 03.07.2023

In my latest podcast episode, I discussed three key points for individuals in their fifties. Discover essential tips for financial success in your fifties here. If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/

Three Questions 26.06.2023

If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/

The Non-financial Aspect of Retirement (Interview with Susan Hogan, Inspired Retirement) 15.05.2023

If you want more resources and show notes, check out  https://astrafinancial.ca/podcasts/

How to Save Your Retirement Plans from Falling Apart 02.05.2023
Should you move away to save money (in Canada and Internationally)? 19.04.2023
To Pre-Pay for Your Funeral or Not 10.04.2023

Funeral talk feel taboo? Here's why it shouldn't be.  It might not be an easy subject to discuss, but it is an extremely important one. Planning or even pre-paying for your funeral in advance can provide your family the support they need in a time of grief. Making your wishes clear AND putting aside the finances to back it up is truly a gift for your family. The question is: What do you need to do...

Getting Candid about Money Mindset & Financial Health (Interview with It's Humble) 03.04.2023

Let's talk about money and mindset. How you think about money has a lot to do with how you make and spend it. And when you feel yourself getting stuck in a place of scarcity, there are things you can do to redirect your mindset to a more helpful place. Whether it's just for you or your planning financially for your family, creating a healthy relationship with money matters. Discover how you can do...

Organizing Your Investment Paperwork 27.03.2023

Those investment records of yours? 🤔 They need to be organized—for security and for ease. Of course it can be so much easier said than done. So where's the best place to start? Well, when it comes to getting your paperwork in order, it helps to create a streamlined, secure system for storing your records. All the details you need are in my latest podcast episode.  If you want more resources and s...

Living a Good Life (Interview with Billy Pratt) 20.03.2023
What Billionaires are Doing With Their Money Right Now 13.03.2023

Really wanna get rich? 💰Here are 5 things billionaires are doing that you should be doing too.  If you want more resources and show notes, check out  https://astrafinancial.ca/podcasts/

Accountant, H&R Block or Do It Yourself? 06.02.2023

Is filing your taxes online the best option for you, or should you hire an accountant? Tune in here to get my take.   If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/

Pros and Cons of Borrowing Money for Your RRSP Contribution 16.01.2023

Thinking about taking out an RRSP loan? Before you do, check out these important pros and cons. If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/  

What stress tests can you do right now to build your confidence? 09.01.2023

Want to test your financial fortitude? Find your answer through simple stress-tests. Learn how in the latest podcast episode. If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/  

How to ruin your investment portfolio 02.01.2023

Learn how you can ruin your investment portfolio, so you can avoid these practices and help it be successful instead. If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/

Your January Financial Housekeeping 12.12.2022

This week's episode is all about preparing for January 2023—and we're going to talk about some things you might not have thought of yet. Are there any financial changes coming your way? Are you planning any big purchases? Are you ready for tax season? Listen for more questions to consider and how to ensure your plan is a stress free process  If you want more resources and show notes, check out htt...

Listen to the Heart of Your Retirement podcast in Replaio

Radio and podcasts in one app - free, with no sign-up. Install today and do not miss the launch

Get it on Google Play

Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.