In Her Wallet podkast

56. Wealthsimple's Scheherazade Hasan on Where to Start in Your Financial Journey

1.11.2023
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46:29
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Do przodu o 15 sekund

Welcome to Episode 56 of the In Her Wallet Podcast! This week, our host Sofiia is joined by Scheherazade Hasan, Advisor and Associate Portfolio Manager at Wealthsimple, to answer the #1 question they both get: "Where do I start?!" In this episode, we are walking you through the steps that will help you build a solid financial foundation, set achievable goals, and create a roadmap tailored to your unique dreams and aspirations.

*Watch this episode in video format on YouTube*

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Key takeaways:
00:00 What we're talking about today
02:28 Get to know Scheherazade Hasan
06:11 Where do I start?
10:33 Paying off debt vs saving for emergency
12:33 How to use sinking funds
15:14 How to avoid diluting your emergency fund
18:40 Key tips for investing
24:48 RRSP vs TFSA vs FHSA
29:54 How to create a financial game plan
36:06 When should I start saving for retirement
40:01 Examples of financial goals
42:42 Scheherazade's resource recommendations
43:52 What is financial freedom to you
45:25 How to connect with Scheherazade

Episode resources:

Disclaimer: The views in this recording are the personal views of the Investment Advisor and should not be taken as the views of Wealthsimple Investments Inc. This commentary is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice nor does it constitute an offer or solicitation to buy or sell any securities referred to. Individual circumstances and current events are critical to sound investment planning; anyone wishing to act on this podcast episode should consult with his or her advisor.

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