Millennial Money Canada
Welcome to the Millennial Money Canada Podcast, where we talk about money the way it actually shows up in your life.
Our mission is simple: help you build wealth with intention, live well today, give generously, and create a legacy that aligns with your values.
Hosted by Guillaume Girard and Sam Lichtman, Financial Planners at Millen Wealth Advisors, this podcast dives into investing, retirement planning, taxes, insurance, and the decisions that matter most, especially for professionals and business owners.
Regulatory Disclosure: Portfolio management services are provided through Portfolio Strategies Corporation, regulated by CIRO and a member of CIPF. Insurance solutions are offered through PPI Solutions.
Disclaimer: This podcast is for general information only and does not constitute personalized financial advice.
Learn more about our firm: https://www.mwadvisors.ca/
Listen on:
Episodes
Wednesday Nov 20, 2024
Wednesday Nov 20, 2024
Summary
In this episode of the Millennial Money Canada podcast, hosts Guillaume Girard and Sam Lichtman introduce their mission to elevate financial literacy among millennials. They discuss the importance of authenticity in financial planning, the unique challenges faced by millennials, and the customized approach to financial planning that they advocate. The hosts also share their personal journeys into finance, highlighting the lessons learned along the way and the value of empowering listeners with actionable insights. In this conversation, Sam Lichtman shares his journey from struggling with financial literacy and credit card debt to becoming a financial advisor dedicated to helping others avoid similar pitfalls. He discusses the importance of financial education, the impact of social media in reaching millennials, and the significance of building authentic connections through content. The conversation also touches on personal fitness goals and the broader implications of improving financial literacy in society.
Chapters
00:00 Introduction to Millennial Money Canada Podcast
02:05 Mission and Purpose of the Podcast
05:57 Understanding Financial Planning
10:03 The Show Format and Expectations
14:56 Personal Journeys in Finance
27:32 Navigating Financial Literacy and Debt Stress
30:23 The Journey to Financial Advising
33:18 Harnessing the Power of Short-Form Content
39:31 Building Authentic Connections Through Content
43:34 The Broader Impact of Financial Literacy
44:46 Personal Fitness Goals and Growth
🤝 Work with Us🌐 Book an intro meeting today 👉 mwadvisors.ca📚 Self-paced tax & investing course tailored for business owners 👉 courses.mwadvisors.ca
🔗 Connect & Follow Us for InsightsPodcast YouTube Channel: Millennial Money Canada PodcastTikTok: Millennial Money CanadaInstagram: @financialplannerguiGuillaume on LinkedIn: Guillaume Girard, CFA, CMT, CFPSam on LinkedIn: Sam Lichtman
Keywords
financial literacy, millennial finance, financial planning, wealth management, personal finance, financial strategies, financial empowerment, financial education, financial wellness, financial advisors, financial literacy, debt management, financial advising, social media, TikTok, content creation, personal finance, fitness goals, financial planning,
Virtual Financial Advice for Millennials
We put your wealth creation journey on auto-pilot so you can focus on the things in life that really matter.
We are financial planners with a strong foundation in helping millennials achieve financial independence. Our journey has been defined by a relentless drive to simplify complex financial concepts and provide strategies that go beyond traditional investment advice.
Our mission is to profoundly impact our clients' lives by focusing on financial literacy, wellness, and sustainable growth. Guided by our belief in holistic financial planning, we create personalized roadmaps encompassing cash flow, retirement, investment, insurance, tax, and estate planning. Our approach is rooted in evidence-based strategies and driven by a commitment to our clients' long-term success.
Visit https://www.mwadvisors.ca/ for more details.