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121: Building & Protecting Your Wealth with Behi Shafiei
Manage episode 494325171 series 3451481
In this episode, Behi Shafiei, Founder & CEO of Wealth Bridge Consulting, breaks down the real meaning of financial planning—and why it’s so much more than what you’d get from a bank, accountant, or financial advisor.
We explore the importance of building and protecting wealth, the power of compounding, and how to optimize your financial journey through smart strategies that help you save on taxes, reduce fees, and keep more money in your pocket.
Behi also shares her holistic approach to planning, covering everything from debt reduction to education, lifestyle, investments, and legacy—proving that no matter where you’re starting, you can begin building your wealth today.
More About Today’s Guest, Behi Shafiei, Founder & CEO, Wealth Bridge Consulting:
Behi Shafiei is a visionary financial strategist, founder of Wealth Bridge Consulting, and a champion for inclusive wealth. With over a decade of experience spanning Government, Real Estate, Banking, and Insurance, Behi is on a mission to break down the systemic barriers that keep wealth inaccessible, especially for women, immigrants, and underrepresented entrepreneurs.
Her journey from being the first Iranian-Canadian in her family to work in public institutions and top financial firms to becoming a sought-after advisor is rooted in one purpose: to make financial literacy, strategic planning, and legacy-building tools available to those traditionally left out of the conversation.
Connect with Behi:
- Calendar to Book a Call
- "The Wealth Shift Newsletter: Finance for the Rest of Us"
- "Confessions of a Founder": A monthly fireside chat series at Verity Women’s Club in Downtown Toronto
Connect with Leah:
• Apply to work with me by clicking here
• To learn more about me, check out my website
• Or follow and DM me on Instagram @leahvandolder
• I look forward to connecting!
122 episodes
Manage episode 494325171 series 3451481
In this episode, Behi Shafiei, Founder & CEO of Wealth Bridge Consulting, breaks down the real meaning of financial planning—and why it’s so much more than what you’d get from a bank, accountant, or financial advisor.
We explore the importance of building and protecting wealth, the power of compounding, and how to optimize your financial journey through smart strategies that help you save on taxes, reduce fees, and keep more money in your pocket.
Behi also shares her holistic approach to planning, covering everything from debt reduction to education, lifestyle, investments, and legacy—proving that no matter where you’re starting, you can begin building your wealth today.
More About Today’s Guest, Behi Shafiei, Founder & CEO, Wealth Bridge Consulting:
Behi Shafiei is a visionary financial strategist, founder of Wealth Bridge Consulting, and a champion for inclusive wealth. With over a decade of experience spanning Government, Real Estate, Banking, and Insurance, Behi is on a mission to break down the systemic barriers that keep wealth inaccessible, especially for women, immigrants, and underrepresented entrepreneurs.
Her journey from being the first Iranian-Canadian in her family to work in public institutions and top financial firms to becoming a sought-after advisor is rooted in one purpose: to make financial literacy, strategic planning, and legacy-building tools available to those traditionally left out of the conversation.
Connect with Behi:
- Calendar to Book a Call
- "The Wealth Shift Newsletter: Finance for the Rest of Us"
- "Confessions of a Founder": A monthly fireside chat series at Verity Women’s Club in Downtown Toronto
Connect with Leah:
• Apply to work with me by clicking here
• To learn more about me, check out my website
• Or follow and DM me on Instagram @leahvandolder
• I look forward to connecting!
122 episodes
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