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Empowering Financial Wellness with Gillian Stovel Rivers
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In this engaging conversation, Kristen Parise and Gillian Stovel Rivers explore the intricate relationship between financial wellness and personal health. They discuss the importance of understanding financial stability, the mindset shifts necessary for overcoming financial anxiety, and the unique perspectives women bring to financial discussions. The conversation also delves into practical steps for building long-term financial security, particularly in the context of education savings for children. Through personal anecdotes and professional insights, the episode aims to empower listeners to take control of their financial futures.
Guest Bio
Gillian Stovel Rivers is a Senior Wealth Advisor at Assante Wealth Management and the creator of The Muscle Money Mindset. With over twenty years in wealth management, Gillian acquired her wealth business from her father in 2007 and tripled it before partly monetizing it to her fellow founding partners at SurroundWealth.com in 2020. She holds CFP® and CEA designations, is certified as a CF-L2 Level 2 Coach in CrossFit, and is also a Certified High Flow Coach through the Flow Research Collective. When not advising clients, Gillian competes as a Masters CrossFit athlete and Olympic weightlifter, and is the mother of two teenage sons and two dogs.
Gillian Stovel Rivers is a Senior Wealth Advisor with Assante Financial Management Ltd. The opinions expressed are those of the presenter and Financial Advisor and not necessarily those of Assante Financial Management Ltd. Please obtain professional financial advice or contact Gillian Stovel Rivers at (905) 335 - 1950 or visit https://www.surroundwealth.com/ to discuss your particular circumstances prior to acting on the information presented.
Episode Chapters
- 00:00 Introduction to Financial Wellness
- 05:57 Understanding Financial Stability
- 10:54 Mindset Shifts Around Money
- 16:32 Unique Perspectives of Women in Finance
- 20:32 Building Long-Term Financial Security
- 24:50 Concrete Steps for Education Savings
- 27:07 Starting Over Financially: Navigating Life Changes
- 30:20 The Importance of Advisors and Networking
- 32:35 Building Resilience Through Financial Challenges
- 38:36 Practical Budgeting for Everyday and Long-Term Goals
- 46:31 Practical Tips for Increasing Savings
- 51:48 Tax Efficiency in Saving and Investing
Resources Mentioned
- The Muscle Money Mindset by Gillian Stovel Rivers
- DIY financial planning software: Optiml– there are literally few if not no other personal financial planning programs available to Canadians, everything else is a budgeting app!
- Ray Dalio Principles for success: an ultra mini-series adventure on You Tube
38 episodes
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