Advice First Financial Group
Your Life and Money
Welcome to "Your Life And Money," the podcast where we discuss Life Centered Planning and how it can help you get the best life possible with the money you have. Join hosts Tim Borody and Brad Smith as they share stories and provide expert advice on how you can achieve your financial goals and create a life that you love. With a variety of topics and stories, this podcast is perfect for anyone looking to take control of their finances and live life to the fullest. Don't wait, come listen to "Your Life And Money" because life is not a rehearsal.
Author
Advice First Financial Group
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Podcast website
Latest episode
Apr 16, 2026
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Episodes
A New Year’s Financial Reset (Ep 41) 15.01.2025 20:07
Welcome to "Your Life and Money," where we believe financial planning isn’t just about numbers—it’s about living a life aligned with your values. In this kickoff episode for 2025, Brad Smith and Tim Borody reflect on key financial lessons and look ahead to trends, opportunities, and challenges that might shape your year. In this episode, we’ll cover: Why the start of a new year is a great time to...
Lessons from 2024: Resilience, Reflection, and Ready for 2025 (Ep 40) 30.12.2024 21:37
As another year comes to a close, join hosts Bradley Smith and Tim Borody in a thought-provoking episode of Your Life and Money. In this special end-of-year conversation, Brad and Tim reflect on 2024’s surprises, lessons, and successes, while setting the stage for an optimistic 2025. Financial planning is not just about numbers—it’s about aligning your money with your values. This year-end wrap-up...
A Financial Pro’s Close Call with a Scam (Ep 39) 16.12.2024 24:47
In this episode of Your Life and Money, Brad Smith steps into the studio solo to share a valuable learning experience: How even seasoned financial professionals can be targeted by sophisticated scams. The subtle tactics scammers use to build trust and create urgency. Red flags to watch for when transacting online or in your community. Practical tips to protect your finances and avoid falling victi...
Gratitude, Contentment, and the Road to Life-Centered Financial Planning (Ep 38) 02.12.2024 19:06
In this episode of Your Life and Money, we're diving into an often-overlooked but incredibly important topic in financial planning: contentment. As we approach the end of the year and reflect on what truly matters, Tim Borody takes the reins to explore how aligning your finances with your values can lead to a life filled with more meaning and satisfaction—no matter what stage of life you're in. Th...
Beyond Numbers: The Real Retirement Plan You Need (Ep 37) 15.11.2024 28:39
Retirement planning is more than just crunching numbers—it’s about aligning your money with your dreams and building a life that feels rich beyond the finances. In this episode of Your Life and Money, hosts Brad Smith and Tim Borody dive into how true financial planning encompasses emotional, social, and physical preparation for retirement. Together, they unpack the latest Fidelity report on Canad...
Retirement Redefined: Navigating New Realities and Shifting Expectations (Ep 36) 04.11.2024 20:49
Retirement planning has evolved beyond numbers—it’s about aligning money with your life and values. In this episode of Your Life and Money, Brad Smith and Tim Borody explore the changing landscape of retirement, sharing insights from a new report that uncovers Canadians’ shifting attitudes and priorities as they approach this major life transition. Join us as we dive into: The latest findings on C...
Aligning Your Money with Your Life: Navigating the Mortgage Maze (Ep 35) 16.10.2024 29:10
Welcome to Your Life and Money! In this episode, we’re diving into the intricate world of mortgages and financial planning with our guest, Julia Bernier, a seasoned mortgage broker. We’ll explore how to align your financial choices with your life goals, helping you make informed decisions in a fluctuating market. Join hosts Brad Smith and Tim Borody as they uncover practical insights from Julia’s...
Part II - Life and Business Transitions: Exit Strategies for Success and Fulfillment (EP 34) 30.09.2024 24:02
Are you ready to embark on one of the most important transitions of your life? Welcome to Your Life and Money, where financial planning goes beyond numbers—it's about aligning your money with your life, values, and priorities. In this episode, Brad Smith and Tim Borody dive deep into the emotional and financial complexities of exiting a business and what comes next. Whether you're a business owner...
Part I - Life and Business Transitions: Exit Strategies for Success and Fulfillment (EP 33) 15.09.2024 22:58
Ever wondered how to align your money with your values while planning for life’s biggest transitions? Welcome to Your Life and Money, where we believe financial planning isn’t just about numbers—it’s about your life. Join Brad Smith and Tim Borody as they dive into real stories of people using life-centered financial planning to achieve their goals and live out their dreams. In this episode, we ex...
#32 Unlocking Potential: From Passion to Planning with Anneline Breetzke 30.08.2024 25:49
Welcome to "Your Life and Money," where financial planning isn't just about numbers—it's about your life. I'm Brad Smith, joined by Tim Borody, and each episode, we share inspiring stories from real people who have achieved their dreams through life-centered planning. In today's episode, we're excited to welcome a special guest, Anneline Breetzke, a successful business owner and a longtime client....
#31 Navigating Life-Centered Financial Planning with Travis Forman 15.08.2024 28:54
Ever wondered how to align your financial goals with your life aspirations? Welcome to "Your Life and Money," where we believe financial planning is not just about numbers but about crafting a life you love. Hosted by Brad Smith and Tim Borody, each episode brings you real stories from individuals who have achieved their dreams through life-centered financial planning. In this episode, we are thri...
#30 Life-Centered Financial Planning: Making Insurance Work for You 30.07.2024 25:09
Welcome to "Your Life and Money," where financial planning is more than just numbers—it's about your life. I'm Brad Smith, joined by Tim Borody, and in this episode, we delve into the often overlooked yet crucial topic of life insurance. Discover how aligning your money with your values can pave the way to achieving your goals and dreams. In This Episode, We Cover: Understanding Life Insurance: Wh...
#29 Unpacking Life Insurance: From Whole Life to Universal Life 15.07.2024 20:54
Welcome to "Your Life and Money," where we believe financial planning is not just about numbers, it's about your life. I'm Brad Smith, joined by Tim Borody, and in each episode, we share stories from real people who have used life-centered planning to achieve their goals and dreams. Today, we're diving into the world of risk management and insurance, with a focus on life insurance. Understanding t...
#28 Decluttering Your Financial Life: Aligning Money with Your Values 30.06.2024 27:54
Are you ready to transform your financial journey? In this episode of "Your Life and Money," hosts Brad Smith and Tim Borody dive deep into the art of aligning your finances with your values. We believe that financial planning is not just about numbers—it's about your life. Join us as we share real stories and practical advice to help you achieve your goals and dreams through life-centered plannin...
#27 Unlock Your Financial Future with Life-Centered Planning 15.06.2024 25:54
Welcome to "Your Life and Money," where financial planning goes beyond numbers to enrich your life. I'm Brad Smith, joined by Tim Borody. In each episode, we share real-life stories of people who have used life-centered planning to achieve their dreams, alongside actionable advice to help you align your money with your values and priorities. In today's episode, we dive into the concept of return o...
#26 Navigating the Sea of Contradiction: Economic Insights with Christine Tessier - Part II 30.05.2024 44:52
Welcome back to "Your Life and Money," where we delve deep into the intersection of financial planning and personal values. In this episode, we continue our conversation with Christine Tessier as she unpacks the megatrends shaping our economic landscape. In part two of our discussion, we explore how demographic shifts, geopolitical tensions, clean energy initiatives, and the rise of AI and machine...
#25 Navigating the Sea of Contradiction: Economic Insights with Christine Tessier - Part I 15.05.2024 32:49
Welcome aboard to "Charting Paths," where we navigate the twists and turns of financial markets with expert guidance. In this special two-part episode, we dive deep into the realm of economic uncertainty and portfolio management with Christine Tessier, the Chief Investment Officer of Harbourfront Wealth Management. In Part 1, we kick off our discussion with an exploration of the current economic l...
#24 Aligning Wealth with Wellness: The Power of Truthful Financial Planning 30.04.2024 23:45
Welcome to another episode of "Your Life and Money," where we delve into the intricate relationship between financial planning and life's deeper values. In this episode, we revisit key insights from a recent interview and explore the profound impact of aligning money with personal truth. Key Points Covered: Reflections on an interview with Paul, emphasizing the importance of embracing mortality an...
#23 Living Your Best Life: Transforming Financial Planning with Paul Armson 15.04.2024 34:14
Welcome to "Your Life and Money," where we delve into the transformative power of life-centered financial planning. Join hosts Brad Smith and Tim Borody as they explore stories of real people who have aligned their finances with their life goals and dreams. In this episode, Brad is joined by Paul Armson, a trailblazer in the financial planning industry who challenges conventional wisdom. Paul shar...
#22 Strategies Unveiled: Tax Refunds, Investments, and Homeownership Dilemmas 30.03.2024 25:58
Welcome back to another episode of "Your Life and Money," where we dive deep into the world of financial planning, believing that it's not just about numbers but about crafting a plan that aligns with your life. I'm your host, Brad Smith, joined by the insightful Tim Borody. Today, as we find ourselves amidst tax season, we're addressing the common questions flooding our inbox. In this episode, we...
#21 Navigating 2023 Tax Changes: A Comprehensive Guide for Financial Success 15.03.2024 26:53
Welcome back to "Your Life and Money," the podcast that goes beyond the numbers and dives deep into the intersection of life and financial planning. I'm Brad Smith, joined by Tim Borody, and in this episode, we are joined by tax expert Angelique Gray, CPA CA. to discuss the key aspects of the 2023 tax season. In this insightful episode, we break down the important changes and considerations for in...
#20 Life-Centered Financial Planning with Angelique Gray 29.02.2024 20:14
Welcome to Your Life and Money, where we believe that financial planning is not just about numbers; it's about your life. Join hosts Brad Smith and Tim Borody as they delve into the world of life-centered planning, sharing inspiring stories and valuable advice from real people who have achieved their goals. In this episode, they are joined by special guest Angelique Gray. Key Points: The importanc...
#19 Wealth Languages: Understanding the ABCs of Financial Communication 15.02.2024 26:41
Welcome to "Your Life and Money," where financial planning is more than just numbers—it's about aligning your money with your values and priorities. Join hosts Brad Smith and Tim Borody as they share stories of real people who have achieved their goals through life-centered planning. In this episode, the hosts delve into the fascinating topic of wealth languages, exploring how different individual...
#18 Journey to a Life-Centered Plan: Unveiling Tools for Financial Success 30.01.2024 26:15
Welcome to "Your Life and Money," where financial planning goes beyond numbers and dives into the essence of your life. Join hosts Brad Smith and Tim Borody as they share inspiring stories of real people who have achieved their dreams through life-centered planning and valuable advice. In this episode, Brad and Tim introduce powerful tools designed for 2024, focusing on retirement planning and inv...
#17 Navigating 2024 with Financial Planning Insights 15.01.2024 24:43
Welcome to "Your Life and Money," where financial planning goes beyond numbers to shape your life. Join hosts Brad Smith and Tim Borody as they kick off the first episode of 2024 with a deep dive into the exciting world of life-centered planning. Discover real stories of individuals achieving their dreams through strategic financial planning and gain valuable advice to apply to your own journey. E...
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