Episode 47 | The Realities of Retirement: Planning, Pitfalls, and Progress | Chantel Bonneau, Wealth Management Advisor, WiseFit Financial
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This week, we're diving into a topic that everyone thinks they understand but often don't: financial planning. Our guest, Chantel Bonneau Stewart, founder of WiseFit Wealth Management Solutions, joins us to demystify the complexities of managing your finances, planning for retirement, and making smart investment choices.
Chantel shares her lifelong passion for finance, which began in third grade, and her journey to becoming a financial planner. She discusses the importance of having a clear understanding of your cash flow, protecting your credit score, and the critical role of organization in financial health. Chantel also breaks down the different types of investment vehicles, the misconceptions around retirement, and the importance of having a diversified portfolio.
We also explore the challenges faced by those who are laid off and the strategies to manage finances during such difficult times. Chantel emphasizes the importance of starting early with retirement planning and provides actionable advice for those who feel it's too late to start.
Whether you're just starting your financial journey or looking to refine your existing plans, this episode is packed with valuable insights and practical advice to help you achieve financial independence.
Resources:
- Learn more about Chantel Bonneau and Wise Fit
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