 |
Heart of Your RetirementAuthor: Zena Amundsen
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 show notes, free downloads and more resources, visit astrafinancial.ca. Language: en Genres: Business, Education, How To, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Estate Planning Checklist for Canadians
Episode 152
Monday, 3 August, 2026
🔗 Get the full blog post and extra resources here: https://astrafinancial.ca/2026/08/03/estate-planning-checklist-canada/ If something happened to you today, would the people you love know where to find everything? Most Canadians in retirement have thought about this. Most haven't done anything about it yet. In this episode, Zena and Nicole introduce the brand new Astra Estate Concierge Service and walk you through a complete Canadian estate planning checklist, including the digital assets piece that almost everyone misses. They cover exactly what needs to be organized, how the Cadence platform keeps everything secure, and what happens the moment a death certificate is brought in. 🔗 LINKS MENTIONED: → Astra Financial: https://astrafinancial.ca/ → Canadian Retirement Course: https://astrauniversity.ca/ → Astra University: https://astrauniversity.ca/heart-of-your-retirement/Â
