Conversations to Inspire, Educate, and Empower. Hosted by Penny Forbes, an entrepreneur with a background in wealth management, personal finance, and real estate, this podcast features candid conversations with Canadian business leaders who share insights, lessons, and stories that could be the missing piece you’ve been looking for.
For those shaping their homes, communities, and financial futures—this podcast is for you.
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Conversations to Inspire, Educate, and Empower. Hosted by Penny Forbes, an entrepreneur with a background in wealth management, personal finance, and real estate, this podcast features candid conversations with Canadian business leaders who share insights, lessons, and stories that could be the missing piece you’ve been looking for.
For those shaping their homes, communities, and financial futures—this podcast is for you.
Spend Time on Your Finances: Advice from Top Canadian Wealth Advisor Sara Zollo
The Forbes Podcast with Penny Forbes
31 minutes 21 seconds
6 months ago
Spend Time on Your Finances: Advice from Top Canadian Wealth Advisor Sara Zollo
In this episode, Penny sits down with Sara Zollo, Senior Wealth Advisor at Harmony Wealth and recipient of Wealth Professionals Canada 2024 Top 50 Leading Women in Wealth Award—a significant honour recognizing her impact and leadership in the financial industry.
From retirement planning and debt management to investment advice, financial literacy, and navigating finances during major life transitions like divorce, Sara shares real-world insights to help you feel more confident with your money.
Whether you're planning ahead, juggling life with a young family, or rebuilding—this episode will inspire you to spend time on your finances and remind you that you don’t have to do it alone.
Sara Zollo, Senior Wealth Advisor – Harmony Wealth🏆 2024 Top 50 Leading Women in Wealth – Wealth Professionals Canada🌐 www.harmony-wealth.ca
🎧 Chapters00:00 – Welcome & Sara’s background at Harmony Wealth00:55 – What a Wealth Advisor Really Does03:51 – Why Financial Planning Matters08:01 – When to Work with a Financial Advisor11:59 – How to Start Thinking About Retirement15:00 – Saving vs. Paying Down Debt17:55 – Avoiding the Chase: Smarter Investment Strategy21:02 – Relationship Finance: Building Financial Harmony23:54 – Starting Over: Divorce & Financial Reset28:49 – Final Thoughts: Time is Your Best Asset
👉 Tune in now to The Forbes Podcast.For those shaping their homes, communities, and financial futures—this podcast is for you.
⚠️ This conversation is for general inspiration, empowerment, and entertainment. It does not constitute financial advice. Always consult your own advisor regarding your specific financial situation.
The Forbes Podcast with Penny Forbes
Conversations to Inspire, Educate, and Empower. Hosted by Penny Forbes, an entrepreneur with a background in wealth management, personal finance, and real estate, this podcast features candid conversations with Canadian business leaders who share insights, lessons, and stories that could be the missing piece you’ve been looking for.
For those shaping their homes, communities, and financial futures—this podcast is for you.
