At Home In Waterloo Region with Cheryl Goetz
At Home In Waterloo Region with Cheryl Goetz
Podcast Description
Welcome to At Home In Waterloo Region, the podcast that shines a spotlight on the heart and soul of this incredible community — the people! Hosted by Cheryl Goetz, this show features inspiring locals and passionate business owners, sharing their stories, motivations and challenges. Whether you're a long-time resident, new to the area, or somewhere in between, join in and explore what makes Waterloo Region such a special place to live, work and grow.Each episode dives into the journeys behind local businesses, from the moments of inspiration to the hurdles they've faced, and the joys of running a business in this vibrant region. Hear firsthand what makes these businesses unique, what they’re excited for in the future, and what keeps them grounded in the community.Tune in for inspiring stories, practical insights, and a few laughs along the way — all from the people who make Waterloo Region a fantastic place to call home.
Podcast Insights
Content Themes
The podcast centers around themes of local entrepreneurship, personal growth, and community spirit, with episodes spotlighting unique businesses and their journeys, such as the transition of an operations manager who emphasizes systems for growth and a transformation coach focusing on personal narratives and empowerment. Topics may also cover the importance of community connections and the balance of personal and professional life.
Welcome to At Home In Waterloo Region, the podcast that shines a spotlight on the heart and soul of this incredible community — the people! Hosted by Cheryl Goetz, this show features inspiring locals and passionate business owners, sharing their stories, motivations and challenges. Whether you’re a long-time resident, new to the area, or somewhere in between, join in and explore what makes Waterloo Region such a special place to live, work and grow.
Each episode dives into the journeys behind local businesses, from the moments of inspiration to the hurdles they’ve faced, and the joys of running a business in this vibrant region. Hear firsthand what makes these businesses unique, what they’re excited for in the future, and what keeps them grounded in the community.
Tune in for inspiring stories, practical insights, and a few laughs along the way — all from the people who make Waterloo Region a fantastic place to call home.
In this episode of At Home in Waterloo Region, Cher Goetz sits down with Kathleen Beech, an experienced financial planner at IG Wealth Management. With nearly two decades in the financial industry, Kathleen brings a client-focused, non-judgmental approach to financial planning. Tune in as Kathleen discusses her unique mantra of ”live for now, while preparing for your future,” the importance of understanding your financial decisions, and how she educates her clients about the implications of their financial choices.
In this episode you will hear:
- [02:40] The mantra “Live now while preparing for your future” is introduced, encouraging the idea of enjoying life today while making smart choices for a secure retirement.
- [06:38] The importance of balancing financial planning with enjoying life is emphasized, from budgeting for vacations to making sure you’re savoring the present moment.
- [11:30] Trust and comfort are built with clients by offering non-judgmental guidance, making it easier for people to openly address their financial anxieties.
- [15:25] The value of working with a financial planner to create a practical, tax-efficient savings and investment plan is highlighted
- [16:32] A journey from a part-time job at Money Mart to becoming a financial planner shows how real-world experience can shape a passion for helping others achieve financial peace of mind.
- [23:03] A shift from working in banking to IG Wealth Management is discussed, emphasizing how the client-first approach and focus on personalized financial planning align with core values.
- [23:30] Cutting-edge financial tools at IG Wealth Management are introduced, showing how they help clients visualize their financial future
- [25:10] The use of advanced technology at IG allows clients to see detailed financial snapshots, helping them make more informed decisions about their investments and retirement goals.
- [30:27] Financial planning software enables personalized, data-driven insights that help clients make informed decisions on major financial moves
- [41:42] The growing wealth of women in Canada is discussed, urging women to take control of their finances, advocate for themselves, and educate themselves on financial matters.
- [55:42] The importance of having conversations with parents about estate planning, taxes, and asset protection is emphasized, ensuring smooth transitions and avoiding costly mistakes.
Special Offer: Kathleen is offering a free IG Living Plan, which includes a portfolio analysis and a second opinion on your current investment, insurance, and estate planning. Take advantage of this valuable opportunity to ensure you're on the right track for your financial future.
Connect with Kathleen:
Instagram: @thewealthbeech
Let's Connect:
Instagram: https://www.instagram.com/at.home.co
Website: www.athomecompany.ca
Email Community: https://athomeco.myflodesk.com/podcast
Contact: [email protected]
Thank you to our Sponsors:
• Amanda Walczyk, Mortgage Agent | Level 2 license at Dominion Lending Centres National Ltd, FSRA #12360
Instagram: https://www.instagram.com/saltboxmortgage_agent
Contact: [email protected]
519.497.9256
• Den1880
Website: https://www.den1880.co
Instagram: https://www.instagram.com/den1880.co
Disclaimer
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