Podcast appearances and mentions of jackie porter

Financial planning is the backbone of a successful business. It helps you manage cash flow, mitigate risks, and set achievable goals, ensuring your business thrives in the short and long term. With a solid financial plan, you can make informed decisions, adapt to market changes, and confidently invest in growth opportunities. It's not just about numbers — it's about creating a roadmap to sustain and scale your business with purpose and security.Jackie Porter is an award-winning Certified Financial Planner with over 23 years of experience helping families, professionals, and businesses in the GTA secure their financial futures. Known as Canada's Financial Confidante, she is also a sought-after speaker, financial strategist, and co-author of Single by Choice or Chance: The Smart Woman's Guide to Living Longer Better.Join us as Jackie shares her expert insights on financial planning for success, including why every business needs a financial runway, how to calculate risks effectively, and strategies to maximize wealth. Jackie also highlights the critical role of a trusted financial advisor in scaling your business and achieving long-term goals.Whether you're looking to build wealth, manage risk, or learn what to look for in a financial advisor, this conversation is packed with actionable advice to take your finances — and your business — to the next level.Chapters:0:00 - Intro02:47 - Why every business needs a runway 10:30 - Managing risk and knowing how much money to set aside while scaling17:41 - How to maximize wealth in your business / diversifying income19:46 - Importance of a financial advisor for your business27:54 - What to look for in a trusted financial advisor30:43 - What's next for Jackie32:19 - Where to find JackieVisit Jackie's Website - https://askjackie.ca/Connect with Jackie  - https://www.linkedin.com/in/askjackieporter/…Hosted by Hilda Gan - ca.linkedin.com/in/hildagan Visit us at - peoplebrightconsulting.comFollow usLinkedIn - www.linkedin.com/company/pplbrightTwitter - twitter.com/pplbright Facebook - www.facebook.com/pplbrightInstagram - www.instagram.com/pplbright/ Hilda Gan is a sought-after expert on effective HR strategies, work culture enhancement, and employee engagement. Unique among HR consultants, Hilda combines over 25 years of HR expertise with business acumen and business owner experience.People Bright Consulting is an award-winning HR Management Consulting firm that helps leaders of companies build the foundations for successful hiring, healthy and inclusive work culture, and engaged staff. It starts with listening to our clients and finding pragmatic customized business solutions to HR problems.#FinancialPlanning #BusinessGrowth #WealthStrategies

Elizabeth May, Co-Leader of the Green Party of Canada and MP for Saanich-Gulf Islands joins Vassy to discuss her findings from reading the full unredacted report from NSICOP.   On todays show: Jackie Porter, Certified Financial Advisor joins Vassy to discuss how the new capital gains measures will affect Canadians.   Dan Stanton, former CSIS Executive Manager joins Vassy to discuss how the Liberals support a push to have public inquiry probe that claims that parliamentarians helped foreign states. The Daily Debrief Panel with Tom Mulcair, Shakir Chambers and Sabrina Grover.

Business Wisdom and Strategies from Advisors   Today is the last episode of the Advisor series. We had a great, dynamic lineup of industry experts, each providing their own unique perspectives and guidance for business success. When you own a business, it's vital to seek different advisors for various business aspects. There's so much value in having a board of advisors, whether formally or informally, so you can gain expertise and insights from seasoned professionals. If you can't afford advisors, leverage your online resources and learn what you can on your own.    Our various guests shared their expertise across diverse areas, including finance, law, immigration, and business growth. Here are the highlights from each of their episodes:   Insights from Business Advisors Jackie Porter: In this episode with Jackie Porter, you'll learn insights on strategic tax planning and the importance of finding the perfect financial advisor to build generational wealth that stands the test of time.   Eleanor Beaton: Eleanor Beaton, an experienced coach and advisor, shared the necessity of a business coach, the value of coaching relationships, and the significance of setting clear goals for success.   Steve Parker: With Steve Parker, he shared the importance of finding a well-staffed accounting firm with a hands-on partner, especially tailored to your needs as a small business owner.   Mo Syed: Mo Syed, an expert in immigration law, shares practical advice for ensuring a smooth and successful immigration process. This episode will give you valuable strategies to navigate the complexities of immigration options for a worry-free immigration experience.   Sunita Doobay: With Sunita Doobay, you'll learn the importance of tax planning for your growing business as it expands. Her insights highlight the critical role of a knowledgeable tax advisor in avoiding common mistakes to legally save your business money and ensure compliance with ever-evolving tax laws.   Dr. Darnyelle Jervey Harvey: Business consultant Dr. Darnyelle Jervey Harmon, shares her story of persevering through adversity in this series, sharing her journey as the award-winner of a multi-million-dollar coaching and consulting brand and a best-selling author with eight books to her credit.   Kristen Herwitz: In this episode, you'll hear from Kristen Herwitz, a business attorney and strategist who shares her expertise on contracts and the importance of protecting client relationships. Kristen assists marginalized groups, and her values-based approach to legal services has made her a sought-after advocate for fair and equitable business practices.   Suzanne Mariga: Susanne Mariga, a fractional CFO and profit-first expert, shares her insight on the role of a fractional CFO at various stages of business growth, underlining the significance of specialized advisors. You'll dive into important financial topics that can help your business improve its profitability and make informed decisions.   Matthew Asbell: From Matthew Asbell, you'll hear expert guidance on intellectual property and its essential nature of protection and rights associated with it. He is a well-versed attorney in the complexities of intellectual property law, with a background in information technology, entertainment, and medicine.   Within this series, you'll learn a broad spectrum of financial, legal, immigration, and business growth matters. From investing in financial knowledge to finding the right legal and financial support, their guidance was invaluable.     What's In This Episode The value of continuous learning and gaining insights from others Financial advice and wealth-building Copyright and trademark law Legal and immigration advisory     What To Do Next Visit lisalarter.com/e134 for all resources from this episode.

Building a Solid Financial Foundation   There's a new series starting this week on She Talks Business, the Advisor Series, where I bring you insider wisdom from experts in the world of business. Today, I am beyond thrilled to kickstart this series by sitting down with the extraordinary Jackie Porter, a true champion when it comes to helping entrepreneurs protect their hard-earned money.   A Powerhouse in Finance Jackie Porter is an absolute powerhouse in the world of finance. Not only is she an award-winning financial planner, but she's also a bestselling author, mentor, and captivating speaker who has positively impacted the lives of countless clients. Jackie's journey to success started from really humble beginnings. Raised by a single mother and hustling through multiple jobs during high school and university, she knows the true value of hard work. Later she had a pivotal moment when a trusted friend suggested she seek the guidance of a financial planner, setting Jackie on a transformative path to greatness.   Strategies for Financial Independence In this era of the influential FIRE (Financial Independence, Retire Early) movement, which has ignited the passions of countless individuals striving for financial freedom, there's an importance of creating multiple income streams and implementing contingency plans and risk management strategies in your business ventures.   Strategic Tax Planning My conversation with Jackie left me with one crucial takeaway: strategic tax planning is the secret for business owners. When you anticipate income and tax implications, you'll see things shift, which is why collaborating with a dedicated advisory team or a trusted financial planner is an absolute must. If you're on a mission to build generational wealth that stands the test of time, you cannot afford to overlook financial planning. Finding Your Perfect Financial Advisor Now, let's talk about finding your own financial advisor—one who aligns perfectly with your vision and goals. This is the move that will set you on the path to incredible success. Take the time to seek out referrals, verify credentials, and most importantly, rely on your instincts. Remember, this is a partnership that can reshape your financial future.   My discussion with Jackie left me filled with inspiration as we discussed the exhilarating journey toward entrepreneurial wealth and the immense value of finding the right financial planner. When you tap into the power of money, diversify your income streams, and seek guidance from a seasoned financial planner like Jackie, you're well on your way to unlocking lasting financial security.   What's In This Episode Wealth as a choice and the importance of saving and spending money wisely Importance of proper tax planning for business owners Building wealth using your business and the importance of multiple streams of income Tips for selecting an advisor based on credentials and gut instinct   What To Do Next Visit lisalarter.com/e124 for all resources from this episode.

In this episode, we dive into the world of product management and explore the intricate process of decision making. Join us to hear from Nikhil Thaker, Tanu Mutreja, Efrat Blaier, and Jackie Porter as they explore the strategies and techniques that can help you make better decisions and drive product innovation and growth. Get the FREE Product Book and check out our curated list of free Product Management resources here.

We have certified financial planner, Jackie Porter, join us to talk about unconscious spending. What is it and what can we do to curb these habits. Find out more at askjackie.ca and connect on LinkedIn and Instagram.

Welcome to Season 4 of REVUP Your Potential with Hilda Gan! In this special episode, Hilda Gan is interviewed by Jackie Porter, an award-winning financial planner and returning guest on our Podcast. Learn about the early experiences that influenced Hilda's life, career, and passion for people, as well as the lessons learned from co-founding an engineering firm, iTRANS Consulting. Listeners will also hear the story behind the REVUP principles, and tips on how business owners can avoid HR headaches and become better people leaders.Hilda Gan (RN, MHSc, CHRL) is the President and Chief People Officer of People Bright Consulting Inc., an award-winning HR management consulting firm based in the Greater Toronto Area. She has helped leaders of companies and organizations build the foundations for successful hiring, healthy and inclusive work culture and engaged staff. As an accomplished entrepreneur and work culture expert, Hilda co-founded TRANS Consulting, an award-winning Engineering Consulting firm recognized twice as one of the top 10 Best Workplaces in Canada®. As a result of that success, Hilda created the Connect with REVUP™ Program designed to help train, coach, and mentor executives, managers, and aspiring leaders to develop their people leadership skills and create respectful engaged workplaces. An International Best-Selling Author featured in the ‘Women Who BossUp' series, Hilda is a Fascinate Certified Advisor, using Sally Hogshead's Fascinate® Test to help Leaders and Staff gain confidence in understanding their unique advantages. Managers and Teams are transformed into high-performing teams through the REVUP approach and the Fascination Test.ChaptersIntroductions with Host Jackie Porter 0:50About Hilda 03:55Hilda's passion for people 07:55What is REVUP? The story 10:22How business owners can avoid HR headaches 18:57Early influences / Jean Lumb 24:43How Hilda helps business leaders 31:54…Hosted by Hilda Gan - ca.linkedin.com/in/hildagan Visit us at - peoplebrightconsulting.comFollow usLinkedin - www.linkedin.com/company/pplbrightTwitter - twitter.com/pplbright Facebook - www.facebook.com/pplbrightInstagram - www.instagram.com/pplbright/ Hilda Gan is a sought-after expert on effective HR strategies, work culture enhancement, and employee engagement. Unique among HR consultants, Hilda combines over 25 years of HR expertise with business acumen and business owner experience.People Bright Consulting is an award-winning HR Management Consulting firm that helps leaders of companies build the foundations for successful hiring, healthy and inclusive work culture, and engaged staff. It starts with listening to our clients and finding pragmatic customized business solutions to HR problems.

We have certified financial planner Jackie Porter join us to talk about the recent PC Financial survey for financial literacy month and it found 3 in 4 Canadians are confident about their financial skills and are prepared for the future. Find out more at pcfinancial.ca and connect on Twitter and Instagram. Connect with Jackie at askjackie.ca and on Twitter, Instagram and Facebook.

How confident Canadians are about their financial literacy skills. Certified financial planner Jackie Porter takes us through the findings of a recent PC Financial survey. And, a new reality show called Opportunity Knock$ that's helping families rebound from financial hardship. Opportunity coach Jean Chatzky tells us what it's all about. Then, a look at an immediate grocery delivery service called Buggy. CEO Nicole Verkindt tells us how it works. And, what you need to know about collateral mortgages. Mortgage strategist Rob McLister takes us through the pros and cons. To find out more about the guests check out: Opportunity Knock$: net | Twitter | Instagram Jean Chatzky: Twitter | Facebook | LinkedIn | Instagram Nicole Verkindt: Twitter | LinkedIn | Instagram Buggy: ca | Instagram | Facebook | LinkedIn | TikTok | Twitter Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Breaking money silence is more important than it has ever been before. With inflation rising and increasing interest rates, there are many people suffering—and many of them are suffering in silence. This means instead of receiving the help they require to make better financial decisions during these tough financial times, they feel as though they have to suffer alone. So, how do we start the conversation about money so we can begin to build our wealth? In this episode, Jackie Porter, award-winning CFP, bestselling author, and featured speaker, will be joining the show to share her advice for anyone hoping to help their financial situation regardless of where they are in life. Listen in as Jackie explains financial racism, including how this shows up in our financial systems. You will learn why women and people of color struggle more with finances, how we can help people of color access more financial opportunities, and the importance of frequently revisiting your budget. “Having conversations with people you trust [about your finances] is so crucial for your mental health and your ability to build wealth.” - Jackie Porter This Week on Young Money: What Jackie is seeing most people struggle with right now in terms of finances. Why it is important to break the stigma about money conversations. The benefit of starting the conversation about money with those you trust. How money and mindset are tied together. What financial racism is and how it shows up in life. Key takeaways: Talk to a professional. Speak about money with your friends and family. Take action around your finances. Don't feel ashamed to discuss money. Revisit your budget. Connect with Jackie Porter: Website Facebook LinkedIn Instagram Resources Mentioned: Tracey Bissett – Money Coach YouTube Channel Black Opportunity Fund EP006 What are Your Intentions ... Financially Speaking with Jackie Porter? EP069 How to be Financially Resilient with Jackie Porter EP203 Financial Impacts of Anti-Black Racism in Canada with Jackie Porter Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week's episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don't forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.

With rising costs of everything from mortgage rates to groceries, how are Ontarians managing to make ends meet? Is it even possible to strategize for a successful financial future? Jackie Porter, certified financial planner at Carte Wealth Management, [provides insights on how to manage in these uncertain times.See omnystudio.com/listener for privacy information.

“Don't react because the market is down or we're going into a recession... Figure out what that means FOR YOU.” In today's episode of Leading Through Crisis, I am speaking to award-winning Financial Planner, Jackie Porter about managing finances in a recession.We talk about:- The benefit of logic over emotion- What the words, “recession” and “bear market” actually mean- How to determine what they mean for you, personally- Practical tips on what to do now- Smart investing and doing the “un-sexy” thing with your moneyIf you have been at all concerned about the state of the market – or your finances – lately, this conversation is for you! Jackie is an expert in this area and will calmly talk you off that ledge (with the key steps to take right now).-----An award-winning financial planner, bestselling author, and speaker, Jackie Porter has helped thousands of clients grow their net worth, build a fortress around their finances, and keep more of their cash in their pocket.For an abundance of resources, to connect with Jackie and/or to learn more about her work, visit askjackie.ca. 

Whether you received CERB or business grants or some other variation of pandemic relief, as the May 2nd deadline to file your taxes approaches, you may be wondering what pitfalls could await you. Jackie Porter is a certified financial planner at Carte Wealth Management. And she joins us for some tips. See omnystudio.com/listener for privacy information.

Welcome to Business Mentorship; Keepin' It Real, live, unscripted interviews with entrepreneurs and enterprise leaders who have participated in ShareYourStories.online As part of our "live" coffee series, Trish Tonaj will introduce you to the person behind the logo...discussing lightbulb moments and 3 words of advice. If you believe in mentorship and sharing great ideas this is an opportunity to increase your visibility, encourage collaboration and connect with your community by introducing YOU the person behind the logo. A great way to support and learn from one another! Join us with your story and visit shareyourstories.online Read Jackie's Feature

Attention thirsty readers everywhere! Do you have a story that's got you absolutely parched? A news item, a marketing hit or miss, something from the world of entertainment and pop culture? This week Susan is joined by Jackie Porter, award-winning financial planner who has been in the financial industry for the past 23 years serving thousands of families, established businesses, and professionals in the Greater Toronto Area.    We're now taking story submissions. Hit reply and let us know your take on a story that caught your attention this week. We may even ask you to join us on our weekly Linkedin Live chat show, #ThirstyThursday.   **   Team Ted Lasso markets their way to the top    In the last few weeks there have been a lot of awards given out and Ted Lasso's marketing has repeatedly been getting kudos. They really do go the distance. Their twitter account is legit “Ted Lasso” who comments. Even on April fools the governor of Kansas issued a proclamation that recognizes Ted Lasso. So why is this working well? The feel-good subject of the show really lends itself to this type of marketing and they've done really well for a subject that translates and are getting a lot of attention and recognition for it.   Are NFTs here to stay?   As marketers we've been playing with NFTs on a gimmick level right now, but after thirsting over them week after week, we're realizing that there's really nothing that has disrupted the market quite like them. They may be a little difficult to understand, but there's definitely a niche market for them. It also puts a really interesting spotlight on the value of intellectual property.   Acting Good   A new comedy show is coming out from Anishinaabe comedian Paul Rabliauskas. “Acting Good” will come out in 10 parts and will star Paul himself. The show is loosely based on Paul's actual experiences and follows a failed attempt at living in a big city. If there was ever a time to come together with humour and realize we're not that different and need to treat each other fairly, this is it.   Uber Pricing Fail   Uber recently announced some changes to their pricing plan for their ride share option. They've taken a simple concept that evidently was not sustainable and complicated it to the point of our utter boredom. Honestly let's just keep things simple! Simplicity means you can scale which is never a bad thing. We realize that they're just trying to keep people happy but you can't please everyone!   Taylor's songs Belong with her   After a bout of Bad Blood and losing the rights to most of her early music which was bought out by an ex-manager with a shady reputation, Taylor Swift saw Red and will not be just Shaking it Off. She has re-recorded the albums Fear and Red with the subtitle (Taylor's Version) and is reclaiming what is rightfully hers. In a big win, several large radio stations including iHeart Radio have vowed only to play Taylor's version from now on.   For these stories and more, including Cambridge Dictionary's word of the year, listen to the whole episode.    

Jackie Porter is an award winning certified financial planner and financial advisor who has been in the financial industry for the past 22 years serving thousands of families, established businesses, and professionals. She also co-authored the book, “Single by Choice or Chance, the smart woman's guide to living longer better” to help single women prepare better for their financial future.===️ Hosted by:Hilda Gan - https://ca.linkedin.com/in/hildagan Produced by: 6 Story - https://6story.ca​ Visit us at:https://www.peoplebrightconsulting.com

Jackie Porter is an award winning certified financial planner and financial advisor who has been in the financial industry for the past 22 years serving thousands of families, established businesses, and professionals. She also co-authored the book, “Single by Choice or Chance, the smart woman's guide to living longer better” to help single women prepare better for their financial future.In this conversation, we talk about why it's important to be transparent when working with a financial planner, the life changing conversation she had that taught her about wealth, and how to get through the tough times as an entrepreneur Say hi to Jackie at:Jackie's LinkedIn: https://ca.linkedin.com/in/askjackiep...Ask Jackie: https://askjackie.ca===️ Hosted by:Hilda Gan - https://ca.linkedin.com/in/hildagan Produced by: 6 Story - https://6story.ca​ Visit us at:https://www.peoplebrightconsulting.com

Learn how to make money work for you by changing your mindset and building your personal relationship with it. Jackie Porter turned adversity into a very successful career as a Certified Financial Planner and Financial Advisor. She is a two-time winner of the “Female Trailblazer of the year” awards and co-author of the book “Single by Choice or Chance, the smart woman's guide to living longer better.” Listen and learn how to establish your financial independence today!  https://askjackie.ca/  

We spoke with Jackie Porter, one of Canada's most recognized financial planners! She is the author of "Single by Choice or Chance, the smart women's guide to living longer better" I cannot wait to dig into what inspired this book. Jackie shared with us how she created a 7 figure net worth out of very humble beginnings and she will share insights and real-life stories on how to build a financial fortress in this age of uncertainty. 

Jackie Porter is an awarding-winning certified financial planner, best-selling author, and featured speaker who has helped thousands of clients grow their net worth, build a fortress around their finances, and keep more of their cash in their pockets. In this episode, Jackie joins the show to talk about Anti-Black racism in Canada and its adverse economic and social effects on Black Canadians. Listen in as Jackie explains her experience growing up without knowing about the value of money, as well as the moment that changed her life in regards to this. You will learn what financial racism is, why access to financial education is not equal, and what actions we can take to eliminate Anti-Black racism in our country moving forward. “Racism is real, and people need to understand that.” - Jackie Porter This Week on Young Money: Jackie's experience growing up without knowing about the value of money. What redlining is and why the impacts are still being felt despite it being illegal. Why it is harder for Black Canadians to build wealth through homeownership. The barriers Black Canadians experience in financial education. How we can increase financial literacy as a whole. Why it is not just about being empathetic, but rather how you can take action. Key takeaways: Do your research. Have a business-first mindset. Make a plan. Find and utilize resources. Connect with Jackie Porter: Website Twitter Facebook LinkedIn Instagram Legacy Box Resources Mentioned: EP006 What are Your Intentions ... Financially Speaking with Jackie Porter? EP069 How to be Financially Resilient with Jackie Porter BCG report Black Opportunity Fund website Black North Initiative Redlining in Canada  Impact of Anti-Black Racism in Canada BDC Black Entrepreneur – Building Black Businesses Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week's episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don't forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.

Have you ever heard the phrase, “Revenue is vanity and profit is sanity”? The idea is that it's not how much money you make, it's actually how much of it you keep. There are plenty of 7-figure earners out there, but not all of them are wealthy. Some are actually broke. I would love for you to both make and keep a ton of money because doing so brings so much peace of mind and freedom. To help you understand how to build a business that results in you being wealthy and not broke, I've invited the Queen of Money herself onto the show today. Keep reading Jackie Porter is an entrepreneur, author, media commentator and financial expert who helps women entrepreneurs like us make money, keep money, and avoid becoming broke millionaires. Women entrepreneurs don't have the same opportunities as male entrepreneurs to build wealth, and Jackie is passionate about changing that.  In today's episode, Jackie and I discuss the differences between closing sales in your business and having something to show for it. We talk about the importance of women increasing their financial literacy and some ways you can do that, as well as her advice for managing your money and building wealth. To get the cash, influence, and autonomy we all want, we need to learn more about our money and start nurturing positive relationships with it. Today on the Power + Presence + Position Podcast: What a broke millionaire is and the reasons some entrepreneurs become them. How it's more expensive to be a woman than a man. How patriarchal judgement holds women back from learning about their money. Where Jackie's passion for the economic empowerment of women comes from. What the Rule of 72 is and how to use it. Some simple practices to build a positive relationship with money. How to find the right accountant to advise you on building wealth. Resources Mentioned: To receive weekly written gold in your inbox, make sure you sign up for my email newsletter. Learn more how to build a seven-figure foundation in The Incubator. If you know you have a message to share but you struggle to share it well, my upcoming workshop Ridiculously Bold, Astoundingly Brazen: How to Command Cash with an Impossible to Copy Marketing Voice is for you. This fun, irreverent, practical, live 90 minute workshop is happening later this month, so click here to sign up. Jackie Porter Website | LinkedIn The Sex and the City Quiz EP437: Growth Versus Scaling and Why It Matter Love the show? Let us know! Are you a fan of the Power + Presence + Position? If the tips and interviews we share in each episode have helped you gain the confidence and inspiration to become a better, more powerful leader, head on over to Apple Podcasts, subscribe to the show and leave your honest review to let us know! What are you waiting for? Head on over to Apple Podcasts, subscribe, and leave a review to enter your name into this month's drawing!

For many, doing their taxes often slides to the bottom of the to-do list, until the absolute deadline. Given the economic catastrophe of the pandemic, filing taxes this year could be tougher than usual. We invite Jackie Porter, certified financial planner with Carte Wealth Management, to help with some advice. See omnystudio.com/listener for privacy information.

Raised by a single mother who was passed away when Jackie was just sixteen meant that Jackie had to learn how to navigate the world around her independently very early on. How do you start, how did she start, by focusing on what was in front of her, and also having a strong sense of where she wanted to go. She moved forward knowing that ultimately she wanted financial security and wealth. --- Support this podcast: https://anchor.fm/herclimb/support

On this show, we talked about how the financial industry is beginning to more fully address consumers' needs, how to create space for conversations about money, the role of emotions in personal finance, and the three biggest risks we face with Jackie Porter, CFP, Adviser, Author and Speaker.  Listen to learn how to start having more substantive conversations about money!  For the Difference Making Tip, scan ahead to 20:51! You can learn more about Jackie at AskJackie.ca, Facebook, Twitter, Instagram, YouTube and LinkedIn. We’re honored to have been named one of the top podcasts for investing! We’re on YouTube, check us out! George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2020! Have George speak to your organization. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

Leslie sits down with Certified Financial Planner, Jackie Porter for a discussion about Jackie’s book “Single By Choice or Chance”. They get into a wide range of topics including Jackie’s incredible story teaching herself finances to grow a seven-figure net worth, being raised by a single mother who instilled independence and her journey to sharing her story with a larger audience. As they sat down in February they also discussed Black History Month and Jackie’s work with the Black Opportunity Fund. The big takeaway is an encouragement for all women to get clear about their finances. As Jackie would say “you’ll get naked with a partner? But you won’t get naked financially?“. We encourage you to get naked with your finances, to get to know your numbers so you can make a clear plan...regardless of your relationship status. Jackie Porter's Website Black Opportunity Fund Visit our website: loveanddividends.com Instagram: @loveanddividends

Did the holidays put a dent in your financial position? Is COVID challenging your financial legacy and changing your financial plans? How are you overcoming this? In this episode, we have invited Jackie Porter, a financial expert who is a highly recognized financial planner and financial advisor. She will be sharing why and how having money conversation is so critical. She provides insight to when she started to have these critical conversations and how she has made it her mission to help others to have the money conversation comfortably. Her vision is to create a community that feels inspired, engaged, and encouraged to build their financial IQ one conversation at a time! Facebook: https://www.facebook.com/jackieportercfp LinkedIn: https://www.linkedin.com/in/askjackieporter/ Twitter: https://twitter.com/jackieportercfp Website: https://AskJackie.ca What's your Financial IQ Survey https://askjackie.ca/whats-your-financial-iq/ Legacy toolbox - A file organizer to safely store and organize your important documents in one place https://t.co/kHc1IJTlhI?amp=1 ____ Join, follow and subscribe to Our Inner Sparks on all our social media platforms: https://www.ourinnersparks.com/ https://facebook.com/ourinnersparks/ https://linkedin.com/company/ourinnersparks/ https://twitter.com/OurInnerSparks/ https://instagram.com/ourinnersparks/ https://www.youtube.com/channel/UCmACzBNGkYCd5Pk_Gt6Ta_Q/ For feedback or nomination please email us at OurInnerSparks@gmail.com Credits: Music by MusicalLivesInc, you can find them on YouTube https://www.youtube.com/channel/UCCSPel8_c4HH8GfsNSJRHNw

We mix it up this week and get financially naked with Jackie Porter. This was a fun episode where Jackie bares all about how to get financially naked with your partner, how men and women treat money differently, you-me-we budgets, and more. For more information, visit the show notes at https://moneytreepodcast.com/getting-financially-naked-with-jackie-porter   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

How to Lower Stress and Improve Confidence about Money in 2021

How to Lower Stress and Improve Confidence about Money in 2021

She notes that mindset and community are a few of the factors that have differentiated the leaders that have made it through the year successfully from those that are still struggling. According to one of her guests, Jackie Porter, cultivating a community where she felt supported and like she had people in her corner was one of the biggest difference-makers for her as a leader this year more than ever. According to Céline,  she has seen unexpected growth and performance in organizations this year when they invested in creating a strong culture and community. Having seen the difference it makes when you put people first, Céline says, “I will continue to evangelize that concept”. She plans to continue designing culture and communities in organizations, working with leaders, and helping people shift their mindset.While there are already many great conversations planned for next year, Céline welcomes your feedback and suggestions and would love for you to reach out with your thoughts. Let her know what you would like to see more or less of as we plan out the year. To learn more about her podcast episodes visit: www.leadingthroughcrisis.caConnect with Céline through LinkedIn: https://ca.linkedin.com/in/celinewilliamsInstagram: https://www.instagram.com/revisionary_Céline/Twitter: https://twitter.com/reVisionary_ca

We talk to certified financial planner and financial advisor, Jackie Porter, about her journey of resilience in getting to financial independence and lessons she learned along the way. Connect with Jackie on Twitter, Facebook and Instagram.

How do you “right a wrong” when it comes to your financial institution? Tips from the Investor Protection Clinic’s Jessie Armour. Then, what Canadians are searching for online when it comes to their personal finances. Fernado Angulo from SEMrush tells us about his analysis. And, Millennials on the move. Monique Johnson from Your Happy Realtor has tips for first time homebuyers. Plus, A new podcast about money for kids called Million Bazillion. Host Jed Kim tells us more. And, certified financial planner Jackie Porter takes us through her financial journey. To find out more about the guests check out: Jared Kim: Million Bazillion | Twitter Investor Protection Clinic: Twitter Osgood Law School: Twitter Your Happy Realtor: Instagram | Facebook Fernando Angulo: LinkedIn Jackie Porter: Twitter | Facebook| Instagram Find Bruce Sellery at Moolala.ca | Twitter | Facebook |LinkedIn

Does our attitude to money hold us back? How can women get more comfortable and knowledgeable about money. This week we explore this topic with Jackie Porter, an expert on women and finances. You can reach Jackie at www.askjackie.ca

Jackie Porter is an award-winning CFP and financial advisor in Canada who has been in the financial industry for the past 22 years serving thousands of families, established businesses, and professionals. Her practice focuses on cash flow management and tax planning strategies for small to medium-sized businesses who need someone at the table working on their behalf. She also helps professionals who are experiencing a life change and receive a settlement or severance package. Beside financial advising, she is a featured speaker and advocate for numerous corporate, professional and charitable organizations.https://askjackie.cahttps://www.youtube.com/channel/UCz94hHqKXR-bGTO6rZXLudg/videoshttps://www.linkedin.com/in/askjackieporter

In today's episode, we're going to be covering body, badass, and business all in one integrated topic. This is a topic that is critical to us as women and entrepreneurs who want to have an impact in this world — money. In particular, we are talking about our own personal management of money; how to start with that, how to lean into it, and why it's one of the most critical things we will decide to take ownership of in our entire lives.   For far too long — despite us identifying as entrepreneurs and having our own businesses — far too many women are outsourcing the management of their finances to someone else in their family. So today, we're talking about taking back and reclaiming that element of our wealth, our health, our business, and our personal empowerment.   Joining me in this conversation is my longtime friend, Jackie Porter. As a financial planner and a certified financial manager, she shares her important perspective as we delve into why managing money and leaning into the finances of our family is as much a feminist issue as it is about planning for our future; it's a matter of self-worth and absolute importance.   Key Takeaways: [1:01] About today's episode. [2:35] Welcoming Jackie Porter to the podcast! [3:23] Jackie shares about who she is, what she does in the world, and why she is so incredibly passionate. [8:18] How our parents program our money mindset and habits, and the importance of having these conversations around money literacy. [10:53] Why we desperately need to be having more open conversations around our finances and educating around debt management, saving for retirement, cash flow management, credit, and overall financial management. [12:25] Understanding OPM: how to leverage and invest other people's money. [13:39] The financial fundamentals that women need to know about. [22:01] Understand how you can invest, not save, to multiply your wealth! [24:00] Why you need to stop outsourcing your security. [26:27] Addressing financial abuse and why outsourcing your security is a fundamental issue of women's rights. [28:39] Jackie's key recommendations on where women can get started with developing their financial literacy. [36:41] Sharing a story of the impact that taking responsibility for your finances as a woman can have. [38:21] The importance of modeling financial literacy for your children. [39:20] Jackie's key performance indicators! [44:30] Where to find more about what Jackie is up to! [45:18] Thanking Jackie for joining the podcast!   Mentioned in This Episode: Jackie Porter Single by Choice or Chance, by Jackie Porter You Are a Badass at Making Money: Master the Mindset of Wealth, by Jen Sincero Get Rich, Lucky Bitch!: Release Your Money Blocks and Live a First-Class Life, by Denise Duffield-Thomas Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!, by Robert T. Kiyosaki The Millionaire Next Door: The Surprising Secrets of America's Wealthy, by Thomas J. Stanley and William D. Danko Malcolm Gladwell Becoming, by Michelle Obama   More About Jackie Porter Jackie Porter is an award-winning CFP and financial advisor in Canada who has been in the financial industry for the past 22 years serving thousands of families, established businesses, and professionals. Her practice focuses on cash flow management and tax planning strategies for small to medium-sized businesses who need someone at the table working on their behalf. She also helps professionals who are experiencing a life change and receive a settlement or severance package. Besides financial advising, she is a featured speaker and advocate for numerous corporate, professional, and charitable organizations.   Connect with my Guest: Website: AskJackie.ca   If you enjoyed our conversation and would like to hear more: Please subscribe to The Entrepology Podcast on Stitcher or iTunes. We would also appreciate a review!   Come Join Your Tribe on The Entrepology Collective Facebook Page! They say that you're the product of the five people with whom you spend the most time. Imagine you could spend time with hundreds of fellow entrepreneurs and go-getters looking to up-level their business, body, and mindset! Come hang out with us on Facebook and let us collectively inspire and support you towards your vision of contribution, your commitment towards better health, and your journey of mindset mastery. We're in this together! Come join us today!   BADASS FUEL — Fuel for Badass Women Scientifically Supported Ingredients | Support, Not Replacement | Non-GMO Two years ago, someone asked me what supplements I take to maintain my health, energy, and edge — and they were surprised that I only took four things consistently. For myself and my patients, there are four basics that support — at a foundational level — nearly every system in our bodies. In my quest for the highest quality ingredients and the easiest system for consistently incorporating supplementation to my routine, I formulated and manufactured my own line of foundational supplements. Trusted for myself and my patients, and under the guidance of your own healthcare provider, I'm excited to invite you to check out our foundational product line: Badass Basics. Learn more or order the products yourself by visiting BadassFuel.com!   CALL TO ACTION Take a good look at where you're spending your money. How much does it cost you to live for a month? Taking the time to analyze where your money is going can be incredibly helpful in taking control of your finances.   Share how this exercise goes for you and join the conversation over at The Entrepology Collective!

Recently named Mackenzie 'Female Trailblazer of the Year' for 2019, Jackie has been featured on CBC, Sun TV, The Agenda, and BNN. She is the co-author of 'Single by Choice or Chance', is a leading expert in women and money, and is a powerful voice in the world of women's financial empowerment.Jackie is a strong believer in the importance of having a support group and talking to coaches or mentors to get perspectives from outsiders about transitioning one's business. When dealing with her clients, Jackie considers herself as their confidant. She says, while they need her confidence to help them deal with their finances, they also have some real life issues to handle, especially during this time of the pandemic. Jackie notes that in leading a remote team, she has more mental time and space, and has been tuning in more. She emphasizes the need for more conversations and transparency to be able to motivate and inspire people, and help them make informed decisions. If you want to know more about what works for her remote team and how to be efficient in this kind of work environment, then this episode is for you! Find out more about Jackie on her website: www.askjackie.caConnect with her through Facebook: https://www.facebook.com/askjackieporter LinkedIn: www.linkedin.com/in/askjackieporterInstagram: https://www.instagram.com/iamjackieporter/Twitter: https://twitter.com/askjackieporter

Oh my goodness, what a week last week was! But I’ll get to that in a bit. I’ve got one hell of a guest this week though. Jackie Porter, a financial planner, author and speaker, joins me on the show to share her incredible story of getting into financial planning but also to discuss her book Single by Choice or Chance. Over the years of having the podcast, I’ve gotten so many questions from single people asking what should they do differently with their money? What are some important considerations they should be aware of? Jackie shares her wisdom because not only has she gone through it herself but she’s also worked with numerous clients over the years. Ok, back to last week. Not only was the launch of Season 11 my best ever (I got the highest amount podcast episode downloads on launch day than any other day in the history of my podcast!) but I have some very exciting news to share…I passed! As I shared at the end of the episode, I’ve been studying all summer for the Canadian Securities Course. It’s broken down into two parts, and last week I passed the first exam. And it was tough! But it feels so good to be over and done with. Now, onto the second exam this October. Thanks so much to everyone who sent me good vibes, I really appreciate it! Now continue to send them over to me so I pass the next one! For full episode show notes visit https://jessicamoorhouse.com/246

Day 9 of Bob's retirement and he hasn't been able to get rid of us yet! For today's guest we have:Class of 2009 - Jackie Porter Little Off Campus Residence - Senior Year Amity StStroke - IM and Breaststroke Happy Friday! We have a fun Friday episode for today as we share Jackie's favorite memories of being on the team and with Bob. Jackie and I came on the team together freshman year and a majority of how great my college experience is thanks to Jackie. We will be back next week to share more episodes. On your mark, get set, listen!

Is life more expensive when you're single? To help answer this question, I invited Jackie Porter onto the show this week. Jackie is an award-winning financial planner, best-selling author, and speaker who has helped thousands of clients grow their net worth, build a fortress around their finances and keep more of their cash in their pocket! She is also co-author of the book, Single by Choice & Chance, so she understands very well the challenges single people face when managing their money. You can find the show notes for this episode at https://maplemoney.com/115 Our sponsor, Wealthsimple, believes that financial independence should be available to anyone. That's why they have no account minimums, meaning that you can get started investing for as little as one dollar. Don't delay any longer, invest online by visiting https://maplemoney.com/wealthsimple

What's your relationship with money?Can I be honest with you for a moment? I feel like I knew nothing about money too. In today's episode, Jackie shares some real truths about your financial journey. There will definitely be some questions that you may want to ask your spouse, your parents, and even your children in order for us to change the bad relationships we have had with money. The bad money relationship left us not knowing...~ How to handle it ~ What it really took to get it ~ What it took to keep it~ How to invest it When we share these money truths there is no need to feel ashamed. Having a confidant who we can have an honest dialogue with about money can be what helps you to break through the financial barriers. It saves us from having to learn a lot of money lessons the hard way. "I had an immigrant mother who basically taught me how to work hard for my needs, but never how to make money work for me."Having financial security became a top priority for Jackie as she entered the finance industry. Working multiple jobs to "make ends meet" was what she, and many of you, grew to understand as the right way to make money. This quest for a better understanding of money led Jackie to build her own seven-figure business. What are some of the common muddy myths you have received from- Your parents - Your school - Your neighborhood - Social Media - Your FriendsWe are learning more and more that many of those we saw "flossing" was actually broke. Social media influences share stories of having tons of followers but not making enough money to pay their bills. Following the masses will have you buying and spending instead of saving and investing. Conversations matter when it comes to shifting your relationship with money. Talk to someone who is making the money that you wish to make and take note of how the conversation may differ from a finance conversation with a friend. Books like "Rich Dad, Poor Dad" shifted how we look at conversations around money. Where do you start?Know your numbers - when you take a look at your assets and revenue it light a fire within youGet help - and no I am not talking about that Aunt that does everyone's taxes. Talk to a financial planner. Look at your expenses - Now is a great time to slash bills and get rid of unnecessary payments (Yes, that includes the cable or gym sometimes) Make a commitment - to your family, your business, your clients and to you This may also require you to get comfortable with the "B" word...budget! (Jackie loves calling it a spending plan because of the negative feeling that comes with the word budget) This allows you to make room for crisis situations as well. When we are better prepared we tend to spend less than when we are emotionally charged by an unplanned event. It opens up the opportunity for us to live below our means in order to live however we want to later on. Meet Jackie:Jackie is an awarding winning financial planner, best selling author and speaker who has helped thousands of clients grow their net worth, build a fortress around their finances, and keep more of their cash in their pocket!She has been featured on CBC, Sun TV, and BNN. Jackie is also a regular contributor to Investment Executive, Wealth Professional, and The Globe and Mail. Jackie recently named Mackenzie Female Trailblazer of the Year for 2019. Co-author of Single by Choice & Chance, Jackie is a leading expert in women and money, and a powerful voice in the world of women's financial empowerment.Social Media Handles (LinkedIn, Facebook, etc.)Facebook: https://www.facebook.com/askjackieporterTwitter:https://twitter.com/askjackieporter LinkedIn:www.linkedin.com/in/askjackieporter Instagram:@iamjackieporter

Hello, fellow sleepless digital marketers!

Jackie Porter is an award-winning financial planner who has been in the financial industry for the past 22 years serving thousands of families, established businesses, and professionals in the Greater Toronto Area. Her practice focuses on cash flow management and tax planning strategies. Jackie is one of Canada’s most recognized financial planners. Her advice and financial strategies have been featured in top financial publications such as Forum, Wealth Professional, Investment Executive, and The Globe & Mail. Many have benefited from her sound and actionable financial advice offered at business conferences, radio interviews, podcasts, and television programs such as CBC, Sun News, and BNN. Jackie has also been awarded winner of the Mackenzie Investments Award for ‘Female Trailblazer of the Year’ category in the 2019 Wealth Professionals awards. Jackie co-authored “Single by Choice or Chance, the smart woman’s guide to living longer better”. Raised by a single mom who passed away when Jackie was in her teens led Jackie to learn important lessons about becoming financially independent very early in her life. Since she had to become financially independent at such a young age she was hungry to learn the principles of real wealth and saw the profession as her golden opportunity. In this episode, Jackie shares her journey on how she created a 7-figure net worth out of very humble beginnings.  We dive into how money can trigger difficult emotions and feelings of shame, embarrassment when we feel out of control or uneducated about how to leverage money to work for us. Too often, our self-worth is entangled in our bank balance and limiting beliefs about money. Listen in as Jackie shares powerful insights and specific strategies you can start working on today to help you remove barriers holding you back from designing and owning the financial future you desire.  

Jackie Porter is an award-winning financial planner who has been in the financial industry for the past 22 years serving thousands of families, established businesses, and professionals in the Greater Toronto Area. Her practice focuses on cash flow management and tax planning strategies. Jackie is one of Canada’s most recognized financial planners. Her advice and financial strategies have been featured in top financial publications such as, Forum, Wealth Professional, Investment Executive and The Globe & Mail. Many have benefited from her sound and actionable financial advice offered at business conferences, radio interviews, podcasts and television programs such as CBC, Sun News and BNN. Jackie has also been awarded winner of the Mackenzie Investments Award for ‘Female Trailblazer of the Year’ category in the 2019 Wealth Professionals awards. Jackie co-authored "Single by Choice or Chance, the smart woman’s guide to living longer better". Raised by a single mom who passed away when Jackie was in her teens led Jackie to learn important lessons about becoming financially independent very early in her life. Since she had to become financially independent at such a young age she was hungry to learn the principles of real wealth and saw the profession as her golden opportunity. Jackie now shares her journey on how she created a 7-figure net worth out of very humble beginnings. She shares insights and real-life stories on how to build a financial fortress in this age of uncertainty by learning the basic principles of real wealth. Click here to learn more!

How important is having the proper financial conversation with your family? Extremely important! In a very spirited and insightful interview, Jackie Porter joins the show from Toronto to share her story, how she got into the financial industry, the importance of women in the industry, and her best practices for success! MORE ABOUT JACKIE:Jackie Porter is an award-winning financial planner who has been in the financial industry for the past 18 years serving thousands of families, established businesses, and professionals in the GTA. She also helps professionals who are experiencing a life change by receiving a settlement or severance package. Her practice focuses on cash flow management and tax planning. She is a featured speaker and advocates for numerous corporate, professional and charitable organizations. In her role as a certified financial planner, she helps busy professionals make informed decisions by helping them to see their financial circumstances clearly. This is accomplished by working with her client's “team of advisors” to create a “360” degree snapshot of their current and future financial circumstances. In addition, Jackie specializes in helping professionals who are experiencing a life change by receiving a settlement or severance package.Connect with Jackie at www.askjackie.sa!!!Get your copy of "Single By Choice Or By Chance" here https://www.amazon.com/Single-choice-chance-Jill-ODonnell/dp/1554831709Powered By The Binge Podcast Network!Intro/Outro music - "Minding Your Business" by Eli POverlay music - "Summer in NY" by AyaliaBrandPod....your brand's voice. Amplified! Launch your own podcast and monetize it! Visit www.brandyourpod.com to learn more!

Money – it’s a hit, but for some talking about it can still feel like a hit below the belt. Enter Jackie Porter, Certified Financial Planner, to trash that taboo! Jackie Porter is an award-winning financial planner who has been in the financial industry for... The post Breaking the Money Talk Taboo with Jacqueline Porter – December 24th 2019 appeared first on Startup Canada.

Carte Wealth Management Inc. advisor Jackie Porter named Female Trailblazer of the Year Mississauga, Ontario, July 31, 2019 – Carte Wealth Management Inc. (“Carte Wealth”) is pleased to announce that Jackie Porter, CFP was named winner of the Mackenzie Investments Award for ‘Female Trailblazer of the Year’ category in the 2019 Wealth Professionals awards. These awards celebrate the top advisors and wealth management professionals across the country. Each year more than 1,000 professionals vie for a place in one of the 20 award categories. The Female Trailblazer category recognizes advisors who demonstrate the promotion, influence and championing of women within the wealth management and financial planning industry. “I am honoured to have been chosen for this award,” says Porter. “It’s a confirmation that my commitment to delivering top-notch service and the very best value to my clients, as well as my dedication to educating women about financial issues, have been acknowledged by the industry, and I’m very grateful to have that recognition.” In addition to her work with families, professionals and businesses in the Greater Toronto Area, Porter’s financial advice and strategies have been featured in top financial publications, including The Globe and Mail, Wealth Professional, Investment Executive, and the Ontario Bar Association. She is also a speaker and recently co-authored the book, Single by Choice or Chance: The smart woman’s guide to living longer, better. “This award is validation of Carte Wealth’s commitment to hiring top-tier advisors and providing the resources and support that help them achieve professional success,” says Kirk Purai, President of Carte Wealth Management Inc. “I am very happy for Jackie and incredibly proud to have her as a member of our Carte team!” About Carte Financial Group Carte Wealth Management Inc. is a mutual fund and exempt market products dealer in the provinces of Alberta, British Columbia and Ontario and a mutual fund dealer in the provinces of Manitoba, Quebec and Saskatchewan, providing clients with mutual funds, Exchange-Traded Funds (ETFs), principal protected notes (PPNs), guaranteed investment certificates (GICs), and private placement. Carte Risk Management Inc. is an insurance managing general agency licensed in the province of Ontario, providing clients with life insurance products and services as well as segregated fund investment solutions. Carte is ranked as the #1 Full-Service Independent Dealer with Investment Executive’s Dealer Report Card. Are you ready to grow your business? Carte cares - just ask our advisors! www.CartePartners.ca

Jackie Porter is one of Canada’s most recognized, award-winning financial planners, the founder of Ask Jackie, and the co-author of Single by Choice or Chance: The smart woman’s guide to living longer, better. She has worked in the financial services industry for nearly 20 years, serving thousands of families, businesses, and professionals in the Greater Toronto Area. She has been featured in various publications including Wealth Professionals, Investment Executive, Forum, and The Globe & Mail and has shared actionable, easy-to-understand advice at business conferences as well as on TV, radio, and through the podcast medium.   Jackie joins me today to discuss the importance of financial resiliency and how you can put a plan in place to become financially resilient. She discusses the uncertainty and disruptiveness of modern times and explains how you can put a financial plan in place to prepare for the unexpected. She also explains the importance of living below your means, developing a savings plan, and why people should plan for future events, such as starting a family and getting married. “Expect uncertainty; expect disruption and build a fortress around your finances so you can be more equipped to deal with life’s setbacks.” - Jackie Porter This Week on Young Money:   How Jackie helps people understand their finances. The meaning of financial resilience and why it is essential to be prepared for disruption and uncertainty. How to build a fortress around your fortune and make the most of the resources you have. Strategies to improve your financial resiliency. Why it is crucial for women to review their finances and plan for retirement. Why you should live below your means and include a savings element in your financial plan. Common myths and misconceptions regarding financial resilience. Why you should consider the best-case and worst-case scenarios when creating your financial plan. Key takeaways:   Be prepared for uncertainty. Think bigger and think long term. Pay attention to the financials of the company that employs you. Live below your means. Be a keen observer of what is going on and take responsibility. Spend money on what you value. Resources Mentioned:   EP036 Kelley Keehn with 5 Ways We Sabotage Our Finances Connect with Jackie Porter:   Ask Jackie Jackie Porter on Twitter Jackie Porter on Facebook Jackie Porter on LinkedIn Jackie Porter on Instagram Rate, Share & Inspire Other Young Millionaires-in-the-Making   Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to iTunes and leave us a rating and review. Visit our website to learn how easy it is to leave a review on iTunes.   Don’t forget to share your favorite episodes on social media! Subscribe to the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our Linkedin Company Page, or by visiting our website.

Jacqueline Porter, CFP®, Carte Wealth Management  In our society, women still are expected to get married as a way of securing their financial future. However, the modern day woman is often putting off marriage until her career is established or forgoing walking down the aisle altogether. In this episode, Jackie Porter talks with Kathleen about how the myth that single women can’t be financially successful without a man hurts her clients and why she has dedicated her career to empowering women to be money smart. Key Take Aways: Women should invest time to learn more about money and investing. You may know you should be more actively involved in your financial life, but not take action. Listen to Jackie highlight the real financial implications of not proactively managing your money – whether single or married. If you are in a committed relationship, it is vital to break money silence with your partner. Ideally, talk about money with your partner before you walk down the aisle. Discuss how each of you will stay involved in the money decisions, and what would happen should you decide to split. It may not sound romantic but discussing finances with your partner can increase intimacy. Listen and find out how.  Learning more about finance can be fun! Jackie offers a great event for clients that includes a night out at the theater. Find out more about how you can combine entertaining activities with financial lessons.  Jackie Porter is an award-winning financial planner and for 18 years serving thousands of families, established businesses, and professionals in the Greater Toronto Area. She is the co-author Single by Choice or Chance, the smart woman’s guide to living longer, better. As one of Canada’s most recognized financial planners, her advice has been featured in top financial publications such as Forum, Wealth Professional, Investment Executive, and The Globe & Mail. Special Announcement: New Website with Educational Resources - Jackie is excited to announce the launch of her new website – Ask Jackie . Visitors are invited to return again and again to benefit from resources for people in life transitions such as divorce and sudden unemployment, and single women who want to improve their financial IQ. Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC Disclosure: Please note that the links above may be affiliate links, and at no additional cost to you, I will earn a commission if you decide to make a purchase after clicking through the link.

Jackie Porter is a leading expert in women and finance, a powerful voice in women financial empowerment, and a Certified Financial Planner and Advisor for busy professionals, entrepreneurs, and their families. She has nearly 20 years of experience in the financial planning industry and was recently named a finalist for the Wealth Professional Women of Influence Award for 2017. She is also the co-author of Single by Choice or Chance - a smart woman's guide to living longer and better.   Jackie joins me this week to share her thoughts on financial literacy in today’s society and how she helps her clients discover techniques to make their money work for them. She explains why it’s important for young people to develop a plan regarding their money sooner rather than later, and why protecting your credit is vitally important.   “You really need to be intentional about money. If you don’t care about money, it won’t care about you.” - Jackie Porter   This Week on Young Money:   The pivotal moment in her life that inspired her to become a financial planner How she was introduced to the financial planning industry What she wished she had known about money earlier in her life Why she believes you don’t need to look a certain way or be of a certain age or gender to start having money conversations The importance of protecting your credit Tips on how to financially empower yourself What inspired her to co-author her book and how it helps women become financially empowered and independent   Resources Mentioned in this Episode:   Rich Dad, Poor Dad book by Robert Kiyosaki Suze Orman Blue Chip Kids: What Every Child (and Parent) Should Know about Money, Investing, and the Stock Market book by David W. Bianchi   Key Takeaways:   Think of your money as your employees. Don’t have “lazy money.” Devise a plan for your money. Be intentional. Start with a goal. Write down your goals and dreams. See which ones you can make the most use of with the money you have. Work backwards to achieve your goals. Look at ways to make passive income. Know your credit score.   Connect with Jackie Porter:   Ask Jackie Single by Choice or Chance book   Rate, Share & Inspire Other Young Millionaires-in-the-Making   Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to iTunes and leave us a rating and review. Don’t forget to share your favorite episodes on social media!   Subscribe to the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.  

http://www.askjackie.ca Author Jackie Porter promotes her new book, "Single by Choice or Chance" and discusses with ThatChannel's Hugh Reilly and guest host Karen Fraser regarding financial success for single women, no matter what their circumstance. Jackie Porter has been in the financial industry for 18 years serving over 400 families, established businesses and professionals in the Greater Toronto Area. Her practice focuses on investment planning, cash flow management and tax planning. In her role as a certified financial planner, she helps busy professionals make informed decisions around their finances by helping them to see their financial circumstances clearly. This is accomplished by working with her clients “team of advisors” to create a “360” degree snapshot of their current and future financial circumstances. In addition, Jackie specializes in helping professionals who are experiencing a life change by receiving a settlement or severance package. Jackie is called upon freq

Karen Fraser discusses the future of a changing society and employment opportunities with ThatChannel's Hugh Reilly and guest host Jackie Porter. http://www.thatchannel.com 2017-01j-05

Guests: Jackie Porter, BillsB4Laundry's Sarah Hutchison & Treena Hill, Kathy Buckworth, Anne Brodie, TD's Kathryn Del Greco & The Argues.SUBSCRIBE to What She Said here: https://www.youtube.com/channel/whatshesaidtalk Download our Free iTunes Podcast: apple.co/1U700c0 | Follow us on Facebook/Twitter/Instagram: @WhatSheSaidTalk | www.whatshesaidradio.com What She Said! with Christine Bentley & Kate Wheeler airs Saturday and Sunday at 6PM ET on The Jewel Radio Network. Listen LIVE on the APP: http://www.streamdb5web.securenetsystems.net/v5/CKDX

Guests: Maya Cieszynska, Jackie Porter, Lena Almedia, Anne Brodie, TD's Mushtak Najarali & Runaway Angel.SUBSCRIBE to What She Said here: www.youtube.com/channel/whatshesaidtalk Download our Free iTunes Podcast: apple.co/1U700c0 | Follow us on Facebook/Twitter/Instagram: @WhatSheSaidTalk | www.whatshesaidradio.com What She Said! with Christine Bentley & Kate Wheeler airs Saturday and Sunday at 6PM ET on The Jewel Radio Network. Listen LIVE on the APP: streamdb5web.securenetsystems.net/v5/CKDX