What a great conversation with Colleen Gillam, a financial planner with over 15 years of experience. We talked about how she got into the industry after studying psychology, and how that psychology background has been so valuable in helping her clients navigate the emotional side of money.
Colleen shared some really insightful perspectives on the importance of going through market cycles and downturns to truly understand the ups and downs of investing. She also talked about the need for more women to get involved in financial planning, as it's still a male-dominated field.
I loved Colleen's emphasis on simplifying money and not making it overly complicated. Things like ditching the "budget" mentality and instead focusing on a "spending plan" where every dollar has a job. And how money is just a tool - it's not inherently good or bad, it's how we use it that matters.
Colleen and I also discussed the importance of finding a financial planner or advisor that's truly a partner, someone who will walk alongside you and explain things in a way that makes sense, rather than just trying to sell you products. It's all about empowering you to take control of your own financial future.
If Colleen's message resonates with you and you'd like to connect with her, you can find her at the links below. And be sure to check out my Vote With Your Dollars Masterclass to build your investing confidence!
At the end of the day, freedom is what it's all about - being able to do what you want, with who you want, when you want. That's the true power of taking control of your money. I hope this episode has inspired you to start that journey, if you haven't already. Onwards and upwards!
You can follow Colleen’s Social Media accounts here here 👇🏼👇🏼👇🏼
https://www.instagram.com/colleengillam/
https://www.linkedin.com/in/colleen-gillam-judd-cfp/
https://juddwealth.ca/
Disclaimer: This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice. And it is not intended as a solicitation to purchase securities. (Colleen Gillam-Judd) is solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Consultant.