Zena Amundsen
Heart of Your Retirement
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
Podcast website
Latest episode
Jun 22, 2026
Where to listen?
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Episodes
Dealing with the Pressure to Overspend at Christmas 05.12.2022 8:26
Holiday shopping can be stressful. But you don't have to let the pressure get to you. This week's episode talks about maintaining your budget during the holidays so you can enjoy your time with friends and family without worrying about overspending! If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
Do You Need Travel Insurance? 28.11.2022 7:44
If you're planning to travel, do you need to take out travellers insurance? The answer is yes. Traveller's insurance can be a real lifesaver in the event that something goes wrong. It's important to research the different types of policies, and make sure that you're getting the best deal for your needs. Learn more on the newest episode. If you want more resources and show notes, check out https://...
Why Financial Planning is Good For Your Health 21.11.2022 6:31
Are you taking your finances into consideration when taking care of your health? This week on "Heart of Your Money" we're talking about why financial planning is good for your health! If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
Should You Wait Till You're Dead to Gift? 14.11.2022 7:04
This week's episode discusses whether you should wait until you're dead to gift money and what to consider if you don't want to. If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
Your Holiday Savings Challenge 08.11.2022 4:49
Dread the holiday money hangover? Then avoid it altogether with my holiday challenge that will keep you from overspending & feeling guilty heading into the new year.
What to Know If You're Planning on Working Past 65 24.10.2022 5:51
Are you planning on retiring after 65? You might be surprised to find out that the majority of people don't have a plan for retirement. This week's podcast episode talks about what you need to expect and how to make a retirement plan when you're planning on working past 65. If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
How Often Do You Need a New Financial Plan? 26.09.2022 4:15
This week's episode is all about why you need to update your financial plan, even if it seems like you've got it all figured out. It's not just about making a financial plan, but ensuring that your plan is up to date with the current goals in your life. Whether that means your kids are grown and gone from the house, or you're saving for retirement, there are always new factors that come into play...
How to Deal with Debt in Retirement to Account for Inflation 12.09.2022 5:07
Are you worried about how you're going to get out of debt in retirement? This week's podcast episode is all about managing debt during your golden years. Trust me, I know how scary this can be! But I have some tips for you while you're planning. Listen to the new episode today! If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
Why Young People need Life Insurance 05.09.2022 8:08
Did you know that life insurance is something young people should have, even if it's not something they're excited about? In this week's episode, I break down what life insurance is and why it's so important—even if you're young! Listen to the episode today and learn all about how this simple step can help protect your loved ones after you're gone. If you want more resources and show notes, check...
Is Semi-Retirement Right For You? 15.08.2022 5:55
Wondering if semi-retirement is right for you? In this episode, we'll discuss how to decide what kind of retirement plan is the best plan for your future. If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
How Inflation and Rising Costs are Impacting Retirement (Part 1: Inflation Series) 08.08.2022 10:00
The economy is growing but is it growing fast enough to keep up with your retirement plans? In this week's episode, we take a look at inflation and rising costs and how they're impacting your retirement plans. If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
What Not To Do In A Bear Market 01.08.2022 5:45
When the stock market is in a bear market, it can be tempting to try to make up for lost ground by taking on more risk. But that's precisely what you shouldn't do. Listen to this week's episode for a lesson on staying the course.
What is Canada's New Tax-Free First Home Savings Plan? 11.07.2022 7:08
Canada is offering a new savings account to help out first-time home buyers! This week on the podcast, I'll be sharing the pros and cons and how you or your family can use this to get ahead! Listen here. If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
Curve-Ball Proofing Your Retirement Plan 04.07.2022 12:30
Life doesn't always go as planned. The same goes for retirement! In the event that you need to retire earlier than expected, I want to make sure you're secure. Tune into this week's podcast to learn how you can stay on top of your finances. If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
How to Deal with the Stressors of the Sandwich Generation 27.06.2022 13:05
Are you a part of the generation who find themselves looking after their children and elderly parents at the same time? 😳It's called the Sandwich Generation, and this week's podcast is all about it! There's valuable advice to be had, so tune in here. If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
How Your Financial Advisor Can Help With More Than Just Your Money 20.06.2022 9:42
Your relationship with your financial advisor is so important! You deserve someone who has your best interest in every way. I'm discussing just that on this week's podcast, so if you're feeling unsure about your advisor, be sure to tune in! If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
How to Deal with Market Volatility 06.06.2022 9:21
When opening your investment portfolio these days, you may be seeing different numbers across the board. There's a lot of volatility in today's market, which can be scary! Tune into this week's podcast and learn about how you can cope. If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
Should You Buy or Rent a Cottage? (From the Archives) 23.05.2022 10:46
Now that it's almost summer maybe you're thinking about buying or renting a cottage. Listen to my podcast to learn the questions to ask before taking the leap so you're totally prepared & make the choice right for you!
Mother's Day Episode 08.05.2022 19:54
In the spirit of Mother's Day, this week's podcast is all about motherhood and lessons learned along the way! There's advice to be had for mothers of all ages. Tune in. Let's chat! If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
The Scoop on Value-Based Investing 02.05.2022 10:41
Have you heard of ESGs? They have to do with the concept of environmentally friendly investing, and let me tell you, it's becoming a lot more popular! Tune into this week's podcast as I share the ins and outs of ESGs! If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
Helping Adult Children Buy Their First Home with Steve Ryan 11.04.2022 17:24
As a result of inflation, we're seeing more and more parents helping their children with first-time home purchases. Is this you? Join me for this week's podcast as I discuss the realities of this popular topic! If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
Converting Health Benefits At Retirement 04.04.2022 6:56
Have you thought about your health benefits plan as you head into retirement? If not, don't fret! This transition can be is an easy one! Tune in to this week's podcast to learn more! If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
DIY or Full-Service Concierge 28.03.2022 12:57
You may think you know the ins and outs of investing, but do you really? Having the guidance of a financial planner can benefit you in more ways than one. Listen to this week's podcast as I weigh in on this topic! If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
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