Financial Planning at Every Stage of Life 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. ⏱️ Chapters 00:00 Introduction to Financial Wellness 03:02 Personal Finance & Budgeting Foundations 06:03 The Importance of Retirement Planning 09:00 Risk Mitigation & Financial Protection 12:04 Financial Literacy & Education 20:50 Teaching Financial Literacy 24:00 Business Planning & Protection Strategies 28:40 Generational Wealth & Legacy Planning 30:03 Having Financial Conversations 32:03 Tax Efficiency & Business Structure 36:00 Travel Insurance & Protection Planning Real 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. Thinking about a move, or helping a parent with one? Give me a call at 226-782-4493. RuthAnn