Demystifying Financial Planning with Tim Borody

Beth Borody sits down with wealth advisor Tim Borody from Advice First Wealth to talk about what financial planning actually looks like when you strip away the jargon and just start with real questions.

This conversation picks up where our Women + Investing Live workshop at PDAC left off. When Tim asked the room of 25 women what they felt when they heard the words "financial planning," the number one answer was overwhelmed.”

This video is for every woman who has felt that same thing.

Together, they walk through what a comprehensive financial plan includes, how to find an advisor you trust, and why investments are only one piece of a much bigger picture. Beth shares her experience navigating mining executive compensation, entrepreneurship, debt, and the real emotions that come with it all. Peggy Bell also joins the conversation to talk about her own money story and the shame and silence that so many women carry around when it comes to finances.

If you have been meaning to start the conversation about your financial future and keep putting it off, this is a good place to begin.

This video is for educational and knowledge-sharing purposes. It does not provide personalized investment advice. Women seeking investment decisions should work with licensed professionals to understand their risk profile and receive qualified advice.