Smart Money Moms

Welcome to the Smart Money Moms Community.

Knowledge and tools for financial planning so you and your family can live your best life!

 

Robyn Green of Movies for Mommies and John Podlewski of WealthyPlanet discuss Mom's Money Questions

Session One: Financial Planning

    1. How do you define a "proper" financial plan?
    2. What are some of the biggest mistakes young parents make?
    3. Why is it so important to manage your debt?


    Sign up to be a Beta User for early access to create your own online and optimized financial-life plan. 

Beta Sign Up

Session Two: Allocating Covid Savings

    1. What should you do with extra money saved during Covid?
    2. Can you use that extra money to impact long-term goals?

 

Session Three: Planning for Tax Time

    1. What should you be thinking about as the year end approaches?
    2. What steps should you take for tax time regarding RRSP, TFSA or Debt?

At WealthyPlanet, we are passionate about leveraging technology to provide highest level of financial planning in the world for everyday people, not just the wealthy. Sign up to be a Beta User for early access to create your own online and optimized financial-life plan.

 

Beta Sign Up