Zach Moffat is a financial planner and associate advisor in Kamloops, British Columbia at the boutique financial planning firm Gilbert Wealth Management. The goal of the podcast is simple - help YOU become more comfortable with money. Zach delivers biweekly 10-to-15-minute episodes outlining tips and tricks in an easily digestible format with some added humor. Don't let money be the cause of your stress whether now or in the future - let's make a plan together!
Get Comfortable With Money
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Podcast Overview
Zach Moffat is a financial planner and associate advisor in Kamloops, British Columbia at the boutique financial planning firm Gilbert Wealth Management. The goal of the podcast is simple - help YOU become more comfortable with money. Zach delivers biweekly 10-to-15-minute episodes outlining tips and tricks in an easily digestible format with some added humor. Don't let money be the cause of your stress whether now or in the future - let's make a plan together!
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Publishing Since
1/11/2023
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Recent Episodes
March 27, 2023
Episode 6 - What happens if we get sick or hurt?
<p>Zach asks an integral question for our financial plan. What happens if we get sick or hurt? What do our group benefits do? What can we do if we don't have group benefits? Listen in as we do a quick overview of some of the pitfalls of group benefit disability and how impactful an illness or injury can be to our financial health and plan. Many of us don't think about it or believe it will happen to us, but we see GoFundMe's every week. These issues derail our financial plans, making all the work and saving we did all for not. </p> <p><br></p> <p>Get Money Talks by Bob Bradley, Sarah Wassall and over 1M + mainstream tracks here <a href="https://go.lickd.co/Music">https://go.lickd.co/Music</a> License ID: 6jqrgArP5Lb</p> <p><br></p>
March 7, 2023
Episode 5 - First Home Savings Account
<p>Zach takes a look at the key benefits and structure of the soon-to-be First Home Savings Account rolling out in April, 2023. The Federal government has created this investment account to help those looking to get into the housing market achieve a downpayment. This new tool can even be leverage by people who may not intend to use the funds towards a down payment, by transferring the money over to their RRSP at the end of the 15-year limit. Find out why you should take advantage of this program and get your advisor to help you out!</p> <p><code>Get Money Talks by Bob Bradley, Sarah Wassall and over 1M + mainstream tracks here </code><a href="https://go.lickd.co/Music">https://go.lickd.co/Music</a><code> License ID: 6jqrgArP5Lb</code></p> <p>Disclaimer: The opinions expressed in this podcast are those of Zach Moffat, a registrant of Aligned Capital Partners Incorporated, and may not necessarily be those of ACPI. This podcast is for informational purposes only and is not intended to be personalized investment advice. Content is prepared for general circulation and the information contained does not constitute an offer or solicitation to buy or sell any investment funds security or other product service or strategy.</p>
February 17, 2023
Episode 4 - Pay Yourself!
<p>Zach discusses what it means to "pay yourself". Let's change our mindset when it comes to money and how our cash normally flows. Challenge yourself to save a bit from every payday and see where it gets you. How much do you need in emergency funds? How do we save for a down payment? Let's totally redeem ourselves and save THEN spend, not spend then save.</p> <p>Thanks for listening! Reach out to us at getcomfortablewm@gmail.com or zach@gilbertwealth.ca. Let us know what questions you have pertaining to financial planning and we will address them in future episodes!</p> <p>www.gilbertwealth.ca</p> <p><code>Get Money Talks by Bob Bradley, Sarah Wassall and over 1M + mainstream tracks here </code><a href="https://go.lickd.co/Music">https://go.lickd.co/Music</a><code> License ID: 6jqrgArP5Lb</code></p>
7 total episodes available
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Frequently asked questions
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- What is Get Comfortable With Money?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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No, this podcast does not typically feature guests.
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