HeyJaredHeart of Your Retirement
Welcome to Heart of Your Retirement: the retirement prep podcast for busy Canadian professionals wanting real money talk.Hosted by Certified Financial Planners Zena Amundsen and Nicole Putz, partners at Astra Financial, every episode gives you exclusive access to juicy money…
- Indexed episodes, last 90 days
- 2
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- Sep 7, 2026
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- Aug 3, 2026
Latest episodes
4 Canadian Retirement Tax Tips Most People Miss (opens the original)
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🔗 Get the full blog post and extra resources here: https://astrafinancial.ca/2026/09/07/canadian-retirement-tax-tips In this episode of Heart of Your Retirement, CFPs Zena Amundsen and Nicole Putz break down 4 Canadian retirement tax tips that can lower your tax bill. They cover the disability tax credit, pension income splitting, charitable donations and medical expenses, including who qualifies, how to apply and the small details that trip up most Canadians at tax time. Want a deeper look at h
Estate Planning Checklist for Canadians (opens the original)
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🔗 Get the full blog post and extra resources here: https://astrafinancial.ca/2026/08/03/ estate-planning-checklist-canada / If something happened to you today, would the people you love know where to find everything? Most Canadians in retirement have thought about this. Most haven't done anything about it yet. In this episode, Zena and Nicole introduce the brand new Astra Estate Concierge Service and walk you through a complete Canadian estate planning checklist, including the digital assets pie
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