On today’s episode, we are talking money, budgets, taxes, and getting to know your finances. We are so excited to have Lisa on the show today. If anyone can make the topic of finances less daunting and budgeting less boring, it’s Lisa.

Lisa is a Chartered Professional Accountant and partner at Zebroski and Associates. She’s a mom of two fabulous girls and an active volunteer in her community.

She’s got a ton of great advice to bring you more clarity, confidence and even a little fun when tackling your finances. Lisa's expertise isn't just about balancing numbers; it's about finding the balance between enjoying life and making smart financial choices.

In this episode, we discuss:

3:54 - Finding Financial Literacy at Any Age.
Lisa kicks off the episode by debunking the myth that financial literacy has to be complicated. It doesn't! From educating yourself to her favourite book recommendation, Smart Couples Finish Rich, Lisa shows us how becoming more financially literate is as easy as an Excel pie chart!  Plus, we chat about when and how to teach your kids about money - because starting young is key to building healthy financial habits!

6:30 - Budgeting Bliss
Budgets, boring? Not according to Lisa's! Discover why she's a budgeting enthusiast and learn the simple formula: How much do you have, how much are you spending, and how much is left? Find out how to make budgets for everyday life, vacations, and those bigger purchases. Lisa even shares her own easy-to-use budgeting template for all of us to use!

9:18 - Money and Bigger Life Changes
Life changes can be daunting, but they don't have to be financially chaotic. Lisa shares her thoughts on navigating bigger financial challenges such as career changes, marital status shifts, and unexpected life changes. 

28:36 - How an Accountant Can Be Your Financial BFF
Lisa talks to us about when you may or may not need an accountant. From the complexity of taxes to how much you enjoy wrestling with numbers, learn how accountants can help you see the big picture, and guide you through various financial transitions.

What did you think of today's episode? We want to hear from you!