In Her Wallet Podcast

In today’s episode, I talk with Simran Kang, the leader in North American family office space. Simran is a former advisor for Ultra High Net Worth (UHNW) families and their family-owned enterprises at PwC, and currently the Co-Founder of MyFO, the first fintech platform making family office management accessible to everyone building wealth, not just the 0.001%. Simran explains how to gain confidence with investing - both when just starting out, and in volatile market conditions like toda...

In today's solo episode, Sofiia walks you through the 7 simple and easy ways to spring clean your finances. After listening to this episode, you will know how to get a fresh look at your finances, identify areas for improvement, and make positive changes to achieve your financial goals.*Watch this episode in video format on YouTube*Support the Show.Discover Monthly Budget Planner by In Her WalletIf this episode inspired you or gave you a new perspective, it would mean so much if you followed ...

Job loss is something none of us wish for yet a topic we must know how to navigate if we do go through an experience like that. And, in 2023, this conversation is especially timely, since the economy is slowing down and more companies are downsizing and tightening their belts.In this episode, Sofiia sits down with Erin Brandt, Lawyer and Co-Founder of PortaLaw, to talk about how the employment law protects you in case of a layoff and dismissal with or without cause, the things you’re entitled...

In this bonus episode, Sofiia is a guest on the Power in Heels podcast, where she chats with Maysee McLean and Whitney Keunen on all things Money 101: creating sustainable budget that actually works, how to start saving for bigger goals, leveraging credit cards to your advantage, making first steps in investing, and so much more!Episode resources:Listen to Power in Heels PodcastSupport the Show.Discover Monthly Budget Planner by In Her WalletIf this episode inspired you or gave you a new pers...

Ever wondered what it takes to leave a stable-paying job to pursue your passion? For Lorin Winata, that was the case when she discovered that there are no non-alcoholic drink alternatives to water or high-sugar mocktails every time she would attend networking events and dinners vital to succeed in the VC industry. So she embarked on a mission to change that. Melati drinks was launched mid-covid in Asia, yet even that didn’t stop Singaporean entrepreneur from getting her aperitif into Michelin...

With all the buzz around Chat GPT, it got me thinking: can we leverage it when it comes to investing?In this episode, Sofiia breaks down 6 key pieces of information you need to determine whether a stock is good fit for your portfolio, and how you can use Chat GPT to help you arrive at the final conclusion faster.*Watch this episode in video format on YouTube*Key takeaways:00:00 What we're chatting about today01:30 What information you need to evaluate a stock02:42 Company Financials03:50 Key ...

Did you know that 49% of people in North America neglect negotiating workplace compensation, which results in them missing out on, on average, over $75,000 over the course of their careers? We don’t want you to be like that, so today’s episode is all about negotiating workplace benefits post-pandemic. Yes! That includes hybrid schedules, flex time, personal development credits, gym coverage, vacation days, and more! To help us navigate this subject, Sofiia sits down with Jillian Climie a...

Taxes are one of the largest expenses you accumulate in your lifetime (ouch!). But while we are obligated to pay it, there are a number of legal ways to reduce your tax bill. In this episode, Sofiia lays the ground for how income tax in calculated in Canada, and the 3 easiest ways to reduce your tax bill.*Watch this episode in video format on YouTube*Key takeaways:00:00 What we’re chatting about today02:10 Disclaimer02:40 How income tax in calculated06:28 Paying less tax option #109:13 Paying...

Welcome to Episode 20 of In Her Wallet Podcast! Today we are talking about how to make the most of your workplace benefits package. In this episode, Sofiia is joined by Katrina Sinclair, VP of Business Development at Davis Benefits, Canada’s leading Employee Benefits Advisory Firm. They chat about how employee benefits work, what benefits you are entitled to in Canada and the ones you can negotiate, and how to take full advantage of everything the company you work for offers you. In the ...

Welcome to Episode 19 of In Her Wallet Podcast! Today, Sofiia sits down with Shanna Liber and Nikki Downie, licensed Insurance Advisors at Cove Continuity Advisors Inc., to discuss all things insurance 101 - what insurance products are meant to do, the pros and cons of having insurance, and how to choose the right insurance products that follow its purpose instead of ripping off your wallet.*Watch this episode in video format on YouTube*Key Takeaways:00:10 What we’re chatting about today01:25...