Zach Moffat is a financial planner and associate advisor in Kamloops, British Columbia at the boutique financial planning firm Gilbert Wealth Management. The goal of the podcast is simple - help YOU become more comfortable with money. Zach delivers biweekly 10-to-15-minute episodes outlining tips and tricks in an easily digestible format with some added humor. Don't let money be the cause of your stress whether now or in the future - let's make a plan together!
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Zach takes a look at the key benefits and structure of the soon-to-be First Home Savings Account rolling out in April, 2023. The Federal government has created this investment account to help those looking to get into the housing market achieve a dow... more
Zach discusses what it means to "pay yourself". Let's change our mindset when it comes to money and how our cash normally flows. Challenge yourself to save a bit from every payday and see where it gets you. How much do you need in emergency funds? H... more
Zach discusses common uses of life insurance and how it factors into financial planning. You might be surprised at how life insurance products can vary and protect their families. Young families require life insurance as part of their financial plan.... more
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Get Comfortable With Money launched 2 months ago and published 6 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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