In Her Wallet Podcast

Welcome to Episode 9 of In Her Wallet Podcast! Today we're talking all things year-end performance reviews. In this episode, Sofiia walks you through a step-by-step guide on how to prepare for a performance review meeting and increase your chances of negotiating whatever your ask might be! Grab a cup of tea (or a glass of wine!), a pen and paper, and take those notes to get what you want during your upcoming performance review.Support the Show.Discover Monthly Budget Planner by In Her WalletI...

Welcome to Episode 8 of In Her Wallet Podcast! Today, Sofiia sits down with Jessica Keus, an Investment Advisor with a female-focused practice at Wellington-Altus Private Wealth. In this episode, Sofiia and Jessica discuss what working with an Investment Advisor is like, as well as how much wealth do you actually have to have to qualify to work with one. Jessica then moves on to sharing more about the high net-worth women she works with - their financial habits and investing secrets. Sofiia a...

Welcome to Episode 7 of In Her Wallet Podcast! Today our host Sofiia is joined by Jessica Facini, a Sr. Mortgage Broker with Verico based in Vancouver, Canada. Jessica brings over 12 years of experience to the table when helping her clients secure the best mortgage rates during their real estate purchases, either residential or commercial. She is someone who can save you money by sourcing the best mortgage products at the best rates - not only on your first mortgage but through every su...

Welcome to Episode 6 of In Her Wallet Podcast! Today we're discussing all things inflation and how to make money work for you in this uncertain environment. Join Sofiia, as she guides you through all things rising prices - what it is, why it is so intense right now, and whether we can expect things to get better in the near future. In the second half of the episode, Sofiia shares 3 tips on how to inflation-proof your wallet. Key Takeaways:00:20 Intro01:52 The reason inflation remains a h...

Welcome to Episode 5 of In Her Wallet Podcast! This week we are welcoming our very first guest, Tiffany Uman, who is a former Senior Director of a Fortune 500 company (L’oreal) where she achieved 7 promotions in less than 10 years, was named an internal transformation change agent, was head of marketing on multiple multi-million dollar brands, and coached and grew numerous teams. We start with Tiffany openly sharing her amazing journey at L’oreal, the factors which contributed to her con...

Welcome to Episode 4 of In Her Wallet Podcast! Do you wish to become financially wealthy one day, but don’t know where to start? Then this episode is for you! This week our host Sofiia is teaching you one of the major financial skills she witnessed while working with high net-worth individuals in managing their fortunes. In particular, we talk about the importance of keeping track of your financial situation & the importance of knowing the 5 critical financial numbers if you want to build...

Welcome to Episode 3 of In Her Wallet Podcast! Have you ever bought a new make up item from Sephora or a pair of heels to cheer yourself up? Chances are, you did, because money is meant to be enjoyed, and it is one of the tools we use to make ourselves feel better.So in this week’s episode, we talk about all things emotional spending. Is it good or bad? When does it become an issue? How can one identify this pattern in their behaviour, and what techniques can we use to take it under control? ...

Welcome to Episode 2 of In Her Wallet Podcast! Today, our host Sofiia is answering a question people of different backgrounds and knowledge levels might be wondering about, and, chances are - you are asking yourself the same question too. What should you do with spare cash in 2022 - save it or invest it?First, we dive deep into two concepts: saving and investing. How they work, what is the difference and the downsides to consider when it comes to both. Sofiia offers two questions to guide you...

Welcome to Episode 1 of In Her Wallet Podcast! To start this off strong, I want to touch on a topic that impacts us all - our relationship with money. Talking about our money situations isn't common (at least amongst my friends), and I truly believe the key to getting on path to financial success lies around getting comfortable around money.In this episode, I discuss why money rarely comes up in our conversations, and 5 questions designed to improve your relationship with money. These are a p...

Does the thought of managing your finances leave you feeling overwhelmed? Many of us, women, do feel that way. But your path to financial independence shouldn’t be hard. At ‘In Her Wallet’, we take matters of the masculine world of money into our own hands. Join Sofiia, Accredited Investment Representative in Canada and the Founder of I ADAPT YOU Academy, as she guides you on your path to financial success while having honest, relevant and entertaining conversations with personal finance and ...