Protecting Your Future | Financial Planning with Alyssa Anderson

This month, I sit down with Alyssa Anderson from Desjardins Insurance for a powerful and practical conversation about financial security at every stage of life.We talk about holistic financial planning, retirement strategies for individuals and business owners, risk mitigation through life, disability, and critical illness insurance, and why estate and legacy planning should never be an afterthought.Alyssa shares why financial literacy matters, how to structure your finances intentionally, and why “every dollar should have a purpose.”If you want to protect your family, your business, and your future, this episode is for you.⏱️ Chapters00:00 – Introduction to Financial Wellness03:02 – Personal Finance & Budgeting Foundations06:03 – The Importance of Retirement Planning09:00 – Risk Mitigation & Financial Protection12:04 – Financial Literacy & Education20:50 – Teaching Financial Literacy24:00 – Business Planning & Protection Strategies28:40 – Generational Wealth & Legacy Planning30:03 – Having Financial Conversations32:03 – Tax Efficiency & Business Structure36:00 – Travel Insurance & Protection PlanningReal estate is one part of your financial picture. Understanding how it connects to retirement, protection, and legacy planning is what creates true long-term stability.🎧 Watch or listen now. The links to YouTube, Spotify, and Apple Podcasts are in the comments section.If you’re serious about securing your financial future, this is a conversation worth hearing.