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BalAnce Well-Being
Shawna McCrea
214 episodes
9 hours ago
BalAnce Well-Being Community of LOCAL Well-Being Businesses Helping you Create YOUR Best Life Body | Financial | Mind | Social
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Health & Fitness
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All content for BalAnce Well-Being is the property of Shawna McCrea and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
BalAnce Well-Being Community of LOCAL Well-Being Businesses Helping you Create YOUR Best Life Body | Financial | Mind | Social
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Health & Fitness
Episodes (20/214)
BalAnce Well-Being
Get Your Money Moving - Monday Money with Shawna McCrea of Balance Financial

Get Your Money Moving - Monday Money with Shawna McCrea of Balance Financial

MY CHALLENGE to you this week is to look for opportunities to improve your cash flow.

Wishing you Financial Health | Know your numbers

As you know I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals.

First phone consultation is COMPLIMENTARY

This video is only general explanations and education. It's not specific tax, legal or investment advice. Before considering acting on anything you see or hear here, first consult with your tax, legal or investment advisor.

#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

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3 years ago
2 minutes 32 seconds

BalAnce Well-Being
Stop Stressing Over Your Money - Monday Money with Shawna McCrea of Balance Financial

Stop Stressing Over Your Money - Monday Money with Shawna McCrea of Balance Financial

MY CHALLENGE to you this week is to start, review or revamp your budget.

Wishing you Financial Health | Know your numbers

As you know I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals.

First phone consultation is COMPLIMENTARY

This video is only general explanations and education. It's not specific tax, legal or investment advice. Before considering acting on anything you see or hear here, first consult with your tax, legal or investment advisor.

#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

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3 years ago
7 minutes 33 seconds

BalAnce Well-Being
Marriage

Wishing you Financial Health | Know your numbers

As you know I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals.

First phone consultation is COMPLIMENTARY

This video is only general explanations and education. It's not specific tax, legal or investment advice. Before considering acting on anything you see or hear here, first consult with your tax, legal or investment advisor.

#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

Show more...
3 years ago
2 minutes 28 seconds

BalAnce Well-Being
How is Your Relationship with Money?

Wishing you Financial Health | Know your numbers

As you know I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals.

First phone consultation is COMPLIMENTARY

This video is only general explanations and education. It's not specific tax, legal or investment advice. Before considering acting on anything you see or hear here, first consult with your tax, legal or investment advisor.

#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

Show more...
3 years ago
3 minutes 58 seconds

BalAnce Well-Being
Check out MY Well-Being Wednesday INTERVIEW at the Rotary Centre for the Arts Featuring BalAnce Well-Being Business Member Donna Fairhurst of Soul Full Solutions

Check out MY Well-Being Wednesday INTERVIEW at the Rotary Centre for the Arts

Featuring BalAnce Well-Being Business Member Donna Fairhurst of Soul Full Solutions

Challenge refines you or defines you! Surviving & thriving a journey through blindness, polio, divorce, bankruptcy, and multiple “YOYO TO GOD” near-death experiences, empowers Donna Fairhurst to live and teach Zero to Clarity Principles. Pivot powerfully from NO WHERE to NOW HERE. HUMAN BEING versus HUMAN DOING is a choice. Choose to BE NOW HERE!

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3 years ago
43 minutes 52 seconds

BalAnce Well-Being
Well-Being WEDNESDAY at the Rotary Centre for the Arts @John Schlapbach of Visions Healing

Well-Being WEDNESDAY at the Rotary Centre for the Arts @John Schlapbach of Visions Healing

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3 years ago
1 hour 13 minutes 26 seconds

BalAnce Well-Being
“Jessica gets a divorce” - Monday Money Stories with Shawna McCrea of Balance Financial

“Jessica gets a divorce” - Monday Money Stories with Shawna McCrea of Balance Financial

Divorce can be emotional and challenging.  It can be a financial wreck that leads to a large drop in your standard of living.

You need to separate your emotions from your finances.  Get support.  Get paperwork organized.  Educate yourself.

Contentious or Amicable

What stage

Talk about joint assets, income and liabilities and freezing joint accounts

Court decides, not spouse

Children and support

Counselling

MY CHALLENGE to you is to consider the possibility of a divorce

Wishing you Financial Health | Know your numbers

As you know I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals.

First phone consultation is COMPLIMENTARY

This video is only general explanations and education. It's not specific tax, legal or investment advice. Before considering acting on anything you see or hear here, first consult with your tax, legal or investment advisor.

#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

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3 years ago
4 minutes 21 seconds

BalAnce Well-Being
“Child-rearing provisions” - Money Monday with Shawna McCrea of Balance Financial

“Child-rearing provisions” - Money Monday with Shawna McCrea of Balance Financial

If you took time off from work or worked less to look after your young children (up to age 7), you may be able to increase the amount of your CPP retirement pension and other CPP benefits with the child-rearing provisions.

No one does this for you, you have to remember to do this on your own.

If you are already collecting CPP you can still apply.

MY CHALLENGE to you is to review your retirement plan to make sure you are on track.

Wishing you Financial Health | Know your numbers

As you know I love helping people cut through the industry noise that can fuel our fears, and create a financial plan based on your specific life goals.

First phone consultation is COMPLIMENTARY

#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

Show more...
3 years ago
2 minutes 38 seconds

BalAnce Well-Being
“Tax-Free First Home Savings Account ("FHSA")” - Money Monday with Shawna McCrea of Balance Financial

“Tax-Free First Home Savings Account ("FHSA")” - Money Monday with Shawna McCrea of Balance Financial

The FHSA is a proposed registered savings account that will allow individuals to make deductible contributions of up to $8,000 annually to a maximum of $40,000 for the purpose of purchasing their first home.

  • Intended to help individuals save for their first home.
  • Available starting in 2023.
  • Contributions to the FHSA would be deductible from income and can come from existing RSPs
  • Qualifying withdrawals for a first home purchase would not be taxable. - Income earned in the account would not be taxable.
  • Tax Free Going In Tax Free Coming Out
  • If you don’t buy a home within 15 years, you’ve got to close the account And then, you can transfer what’s left into an RRSP or Registered Retirement Income Fund (RRIF), or pay taxes on it

MY CHALLENGE to you is to let people know about the FHSA

Wishing you Financial Health | Know your numbers

Having my own practice I get to put clients before shareholders

First phone consultation is COMPLIMENTARY

#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

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3 years ago
2 minutes 12 seconds

BalAnce Well-Being
Check out MY Well-Being Wednesday INTERVIEW at the Rotary Centre for the Arts Featuring BalAnce Well-Being Business Member Elizabeth Beeds of Interior Wellness

Check out MY Well-Being Wednesday INTERVIEW at the Rotary Centre for the Arts

Featuring BalAnce Well-Being Business Member Elizabeth Beeds of Interior Wellness

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3 years ago
36 minutes 5 seconds

BalAnce Well-Being
“$1200 RESP BC Grant” - Money Monday with Shawna McCrea of Balance Financial

“$1200 RESP BC Grant” - Money Monday with Shawna McCrea of Balance Financial

Do you have a child or know someone that has a child between the age of 6 and 9?

Families in British Columbia are encouraged to start planning and saving early for their children’s post-secondary education or training programs. To help, the B.C. Government will contribute $1,200 to eligible children through the B.C. Training and Education Savings Grant (BCTESG).

As you know I am a big fan of RESPs.  I have talked to too many people that struggle with paying back their student loans - they often carry them for years.

If your child doesn’t go to school that’s okay you can always get the principle back and you can transfer the market gains to your RSP.

I am also an advocate to borrow only for a home and nothing else.

MY CHALLENGE to you is to let people know of this $1200 RESP BC Grant

Wishing you Financial Health | Know your numbers

First phone consultation is COMPLIMENTARY

#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

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3 years ago
1 minute 41 seconds

BalAnce Well-Being
Check out MY Well-Being Wednesday INTERVIEW at the Rotary Centre for the Arts Featuring BalAnce Well-Being Business Member Dale Choquette

Check out MY Well-Being Wednesday INTERVIEW at the Rotary Centre for the Arts

Featuring BalAnce Well-Being Business Member Dale Choquette

Dale Choquette is an author, professional speaker, Master Trainer and Human Behavioural Consultant. She shows business managers and their team how to play nicely in the sandbox so that they can get work done. Dale also works with individuals to discover their unique personality style and how to use it along with emotional intelligence so that they can communicate to connect and build strong personal and professional relationships.

https://winwinwomen.tv/show/unlocking-the-people-puzzle

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3 years ago
30 minutes 22 seconds

BalAnce Well-Being
“What Should I do?” - Money Monday with Shawna McCrea of Balance Financial

“What Should I do?” - Money Monday with Shawna McCrea of Balance Financial

In my consulting practice I often get asked what should I do?

Should I sell my house and get a bigger one?  Should I change jobs?  Should I move?

Only you can determine what your goals are - remove the should.

MY CHALLENGE to you is to reflect on your goals.  What do you want?  What do you want it to look like?

Wishing you Financial Health | Know your numbers

First phone consultation is COMPLIMENTARY

#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

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3 years ago
2 minutes

BalAnce Well-Being
Cherie Hanson AT A Well-Being EXPERIENCE 2022 - SPRING Edition

Cherie Hanson AT

A Well-Being EXPERIENCE 2022 - SPRING Edition

Hours of LOCAL Well-Being Practitioners sharing their wisdom to help you Create Your BEST Life

#BalAnceWellBeing #BalAnceMembersinAction #CreatingYourBestLife

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3 years ago
41 minutes 59 seconds

BalAnce Well-Being
Rochelle McFarlane AT A Well-Being EXPERIENCE 2022 - SPRING Edition

Rochelle McFarlane AT A Well-Being EXPERIENCE 2022 - SPRING Edition Hours of LOCAL Well-Being Practitioners sharing their wisdom to help you Create Your BEST Life #BalAnceWellBeing #BalAnceMembersinAction #CreatingYourBestLife

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3 years ago
43 minutes 2 seconds

BalAnce Well-Being
Tara Pilling AT A Well-Being EXPERIENCE 2022 - SPRING Edition

Tara Pilling AT A Well-Being EXPERIENCE 2022 - SPRING Edition Hours of LOCAL Well-Being Practitioners sharing their wisdom to help you Create Your BEST Life #BalAnceWellBeing #BalAnceMembersinAction #CreatingYourBestLife

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3 years ago
41 minutes 4 seconds

BalAnce Well-Being
Donna Fairhurst AT A Well-Being EXPERIENCE 2022 - SPRING Edition

Donna Fairhurst AT

A Well-Being EXPERIENCE 2022 - SPRING Edition

Hours of LOCAL Well-Being Practitioners sharing their wisdom to help you Create Your BEST Life

#BalAnceWellBeing #BalAnceMembersinAction #CreatingYourBestLife

Show more...
3 years ago
33 minutes 7 seconds

BalAnce Well-Being
Pamela Lynch AT A Well-Being EXPERIENCE 2022 - SPRING Edition

Pamela Lynch AT

A Well-Being EXPERIENCE 2022 - SPRING Edition

Hours of LOCAL Well-Being Practitioners sharing their wisdom to help you Create Your BEST Life

#BalAnceWellBeing #BalAnceMembersinAction #CreatingYourBestLife

Show more...
3 years ago
35 minutes 56 seconds

BalAnce Well-Being
Bonita Kay Summers AT A Well-Being EXPERIENCE 2022 - SPRING Edition

Bonita Kay Summers AT

A Well-Being EXPERIENCE 2022 - SPRING Edition

Hours of LOCAL Well-Being Practitioners sharing their wisdom to help you Create Your BEST Life

#BalAnceWellBeing #BalAnceMembersinAction #CreatingYourBestLife

Show more...
3 years ago
39 minutes 32 seconds

BalAnce Well-Being
“The Cost of Procrastination” - Money Monday with Shawna McCrea of Balance Financial Procrastination

“The Cost of Procrastination” - Money Monday with Shawna McCrea of Balance Financial

Procrastination is something many of us wrestle with in many areas of our life especially our finances. It is so much easier to put it off until tomorrow.

MY CHALLENGE to you is to stop procrastinating and encourage kids if you have them to start now.

https://balancefinancial.net/2022/01/the-cost-of-procrastination/

Wishing you Financial Health | Know your numbers

First phone consultation is COMPLIMENTARY

#InspiringFinancialHealth #FinancialPlanning #CashWealthRiskLegacy

Show more...
3 years ago
3 minutes 6 seconds

BalAnce Well-Being
BalAnce Well-Being Community of LOCAL Well-Being Businesses Helping you Create YOUR Best Life Body | Financial | Mind | Social