Today’s guest is Colleen Gillam-Judd.
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Today’s Guest
Colleen Gillam-Judd
Colleen is a Certified Financial Planner with over 15 years of experience in guiding high-net-worth professionals, families and business owners through comprehensive financial strategies. She is the Founder and CEO of Judd Wealth, specializing in personalized wealth management, retirement planning, and risk management. Colleen is based in Alberta, Canada.
Disclaimer: This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice. And it is not intended as a solicitation to purchase securities. (Colleen Gillam-Judd) is solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Consultant.
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You’ll Learn:
In this episode, you’ll learn:
- Balancing Business and Personal Finances: Strategies to unlock greater wealth without sacrificing your personal goals.
- Building Financial Freedom: How business owners can plan for sustainable success.
- Overcoming Financial Challenges: Tips for managing cash flow, delegating responsibilities, and achieving work-life harmony.
- How “money dates” with your partner can save your relationship and finances.
- Retirement Planning: Why planning early is key and how to navigate multiple income sources.
- Setting Your Family Up for Success: How business owners can teach their kids financial independence while creating generational wealth.
Thanks for listening!
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Thanks to Colleen for joining me this week!
In case you missed it, make sure to catch up on the last episode “Episode 062: Till They Get It: Teach Kids to Spend Smart in our Digital Economy with Taylor Burton”!
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