In Her Wallet

With all the buzz around Chat GPT, it got me thinking: can we leverage it when it comes to investing? In this episode, Sofiia breaks down 6 key pieces of information you need to determine whether a stock is good fit for your portfolio, and how you can use Chat GPT to help you arrive at the final conclusion faster.*Watch this episode in video format on YouTube*Key takeaways:00:00 What we're chattin...

Did you know that 49% of people in North America neglect negotiating workplace compensation, which results in them missing out on, on average, over $75,000 over the course of their careers? We don’t want you to be like that, so today’s episode is all about negotiating workplace benefits post-pandemic. Yes! That includes hybrid schedules, flex time, personal development credits, gym coverage, vacat...

Taxes are one of the largest expenses you accumulate in your lifetime (ouch!). But while we are obligated to pay it, there are a number of legal ways to reduce your tax bill. In this episode, Sofiia lays the ground for how income tax in calculated in Canada, and the 3 easiest ways to reduce your tax bill.*Watch this episode in video format on YouTube*Key takeaways:00:00 What we’re chatting about t...

Welcome to Episode 20 of In Her Wallet Podcast! Today we are talking about how to make the most of your workplace benefits package. In this episode, Sofiia is joined by Katrina Sinclair, VP of Business Development at Davis Benefits, Canada’s leading Employee Benefits Advisory Firm. They chat about how employee benefits work, what benefits you are entitled to in Canada and the ones you can negotiat...

Welcome to Episode 19 of In Her Wallet Podcast! Today, Sofiia sits down with Shanna Liber and Nikki Downie, licensed Insurance Advisors at Cove Continuity Advisors Inc., to discuss all things insurance 101 - what insurance products are meant to do, the pros and cons of having insurance, and how to choose the right insurance products that follow its purpose instead of ripping off your wallet.*Watch...

Welcome to Episode 18 of In Her Wallet Podcast! In this episode, Sofiia walks you through the 4 strategic ways to use your tax refund money, so that you can set yourself up for financial stability and success. Support the Show. Discover Monthly Budget Planner by In Her WalletIf this episode inspired you or gave you a new perspective, it would mean so much if you followed the show, left us a 5-star...

Welcome to Episode 17 of In Her Wallet Podcast! Today we are talking about government grants for your business. Did you know that there is over $5.9 billion of government funding available every year? In this episode, Sofiia is joined by Brianna Blaney, co-founder of Pocketed, and they chat about how to successfully access government funding, so you can start and grow your business.*Watch this epi...

Welcome to Episode 16 of In Her Wallet Podcast! We're opening Season 2 with a new series of episodes featuring female entrepreneurs sharing their journeys building companies and fighting challenges along the way. Today, Sofiia is joined by Kristine Locker, Founder of Locker, a Chrome-extension and an app that is revolutionizing the way consumers like you and me shop online by allowing us to browse...

Well, well, well... In Her Wallet is finally back after a two month break! This podcast was started on a core belief that every woman out there deserves to reach financial success, however you define that. Despite loads of news and information about the economy and stock markets out there, personal finances are still covered in mystery for many of us - especially in time of economic uncertainty. T...

Welcome to Episode 15 of In Her Wallet Podcast! This is the final episode of Season 1, where Sofiia sits down with Robyn Thompson, the founder of Castlemark Wealth Management, a female-led Toronto-based boutique financial advisory firm. As a Certified Financial Planner and a widely published author, Robyn shares the lessons her company and clients learnt in 2022, and the top money and investing ti...

Welcome to Episode 14 of In Her Wallet Podcast! Today we are talking about setting financial intentions for the new year. Sofiia starts this episode with explaining the difference between new year resolutions (that many of us fall victim to) and intention setting. She then walks you through two major examples of financial intentions for 2023. We dive deep into how financial intentions can be categ...

Welcome to Episode 13 of In Her Wallet Podcast! In this episode, Sofiia walks you through the best practices you can stick to to save money during holiday shopping, and the costly errors to avoid during this time of the year. NewslyDownload and use Newsly for free now from www.newsly.me Use promo-code HERWALLET to receive 1-month free premium subscriptionSupport the Show. Discover Monthly Budget P...

Welcome to Episode 12 of In Her Wallet Podcast! Today we are talking all things wedding planning! In this episode, Sofiia is joined by Nargess Tabrizy, a professional wedding planner and founder of Fleur de Lis Events based in Vancouver, BC. Nargess opens the conversation by sharing how she got into event planning and the type of work she enjoys doing the most. Sofiia and Nargess then discuss how...

Welcome to Episode 11 of In Her Wallet Podcast! Today we are talking about financial intimacy in relationships, primarily - the prenups. In this episode, Sofiia sits down with Titli Datta, Associate Lawyer at one of Canada’s most respected national law firms, Miller Thomson. In an honest and intriguing conversation, Sofiia and Titli debunk common myths around prenups, look at prenups of celebrity...

Welcome to Episode 10 of In Her Wallet Podcast! In this episode, Sofiia walks you through the 4 simple strategies on how to build better spending habits that actually last. These techniques can be especially useful during holidays time, when shopping seems especially tempting. Support the Show. Discover Monthly Budget Planner by In Her WalletIf this episode inspired you or gave you a new perspecti...

Welcome to Episode 9 of In Her Wallet Podcast! Today we're talking all things year-end performance reviews. In this episode, Sofiia walks you through a step-by-step guide on how to prepare for a performance review meeting and increase your chances of negotiating whatever your ask might be! Grab a cup of tea (or a glass of wine!), a pen and paper, and take those notes to get what you want during yo...

Welcome to Episode 8 of In Her Wallet Podcast! Today, Sofiia sits down with Jessica Keus, an Investment Advisor with a female-focused practice at Wellington-Altus Private Wealth. In this episode, Sofiia and Jessica discuss what working with an Investment Advisor is like, as well as how much wealth do you actually have to have to qualify to work with one. Jessica then moves on to sharing more about...

Welcome to Episode 7 of In Her Wallet Podcast! Today our host Sofiia is joined by Jessica Facini, a Sr. Mortgage Broker with Verico based in Vancouver, Canada. Jessica brings over 12 years of experience to the table when helping her clients secure the best mortgage rates during their real estate purchases, either residential or commercial. She is someone who can save you money by sourcing the best...

Welcome to Episode 6 of In Her Wallet Podcast! Today we're discussing all things inflation and how to make money work for you in this uncertain environment. Join Sofiia, as she guides you through all things rising prices - what it is, why it is so intense right now, and whether we can expect things to get better in the near future. In the second half of the episode, Sofiia shares 3 tips on how to...

Welcome to Episode 5 of In Her Wallet Podcast! This week we are welcoming our very first guest, Tiffany Uman, who is a former Senior Director of a Fortune 500 company (L’oreal) where she achieved 7 promotions in less than 10 years, was named an internal transformation change agent, was head of marketing on multiple multi-million dollar brands, and coached and grew numerous teams. We start with Tif...

Welcome to Episode 4 of In Her Wallet Podcast! Do you wish to become financially wealthy one day, but don’t know where to start? Then this episode is for you! This week our host Sofiia is teaching you one of the major financial skills she witnessed while working with high net-worth individuals in managing their fortunes. In particular, we talk about the importance of keeping track of your financia...

Welcome to Episode 3 of In Her Wallet Podcast! Have you ever bought a new make up item from Sephora or a pair of heels to cheer yourself up? Chances are, you did, because money is meant to be enjoyed, and it is one of the tools we use to make ourselves feel better. So in this week’s episode, we talk about all things emotional spending. Is it good or bad? When does it become an issue? How can one i...

Welcome to Episode 2 of In Her Wallet Podcast! Today, our host Sofiia is answering a question people of different backgrounds and knowledge levels might be wondering about, and, chances are - you are asking yourself the same question too. What should you do with spare cash in 2022 - save it or invest it? First, we dive deep into two concepts: saving and investing. How they work, what is the differ...

Welcome to Episode 1 of In Her Wallet Podcast! To start this off strong, I want to touch on a topic that impacts us all - our relationship with money. Talking about our money situations isn't common (at least amongst my friends), and I truly believe the key to getting on path to financial success lies around getting comfortable around money. In this episode, I discuss why money rarely comes up in...

Does the thought of managing your finances leave you feeling overwhelmed? Many of us, women, do feel that way. But your path to financial independence shouldn’t be hard. At ‘In Her Wallet’, we take matters of the masculine world of money into our own hands. Join Sofiia, Accredited Investment Representative in Canada and the Founder of I ADAPT YOU Academy, as she guides you on your path to financia...