Steve Bridge, CFP®, Financial Wellbeing Speaker

Thanks to @SpiroCreative for my speaker reel! Financial well-being matters -get in touch to talk about how this would benefit your employees. No sales, no jargon, no judgment, no baloney.

I joined @empoweredinves Podcast with Keith Matthews to talk about advice-only financial planning & what a proper financial plan looks like. There are also some good questions you should either know the answer to or ask your advisor. Have a listen here: tma-invest.com/fee-only-advi…

My most financially secure clients share these habits • Spend intentionally • Avoid consumer debt • Save before spending • Live below their means • Invest consistently • Say no when needed • Consider opportunity cost It's not just what you earn- it’s what you do with it.

Your age doesn’t determine your financial priorities. Your circumstances do. Great virtual session with the Turner Fleischer team on financial planning in your 20s, 30s & 40s. Loved their “cameras on” policy. Made it feel much more like a conversation!

What changes financially when work becomes optional? I joined Scott from @yourmindswitch on the Retire & Aspire podcast to talk about retirement spending, CPP & OAS, and how much is enough. buzzsprout.com/2624264 #RetirementPlanning

Great session with members and employees of @ABmunis on taxes, RRSPs, TFSAs & FHSAs yesterday. I appreciated the engagement and positive feedback! If your organization wants to talk about employee financial well-being, I’m always happy to connect. #financialwellbeing

Spent a full day with the @fortstjohn - 6 hours on retirement, CPP strategy, money management, RRSPs & TFSAs. One attendee said it felt completely different from what they hear from financial advisors. No products, no commissions, just information people can use (And it's fun!)

Are there any CFPs out there who want to do some seriously impactful work with a fantastic organization? @creditcanada is hiring an advice-only planner to work with people who normally couldn't afford this kind of service. creditcanada.com/hubfs/Job%2…

I was grateful to be back at @CityofPoCo to talk personal finance. Last time: taxes and retirement This time: insurance and investing Same goal. Helping people feel more confident with their money. If your team wants a relatable, no-sales financial wellness session, reach out.

My latest Financial Facelift in the @globeandmail is out today and happens to be my 10th in the series. This one looks at a couple's situation where they have 3 rental properties and choose to rent themselves. Interesting! theglobeandmail.com/investin…

I’m curious why @CurlingCanada hasn’t addressed or removed the athlete who appears to have cheated (@Leftykenbear), or why he’s still competing. @CBCOlympics should be showing the video and asking tough questions. Do the right thing @TeamCanada et al.

What a great conversation between @brucesellery and @wealthy_barber ! Have a listen to 2 of the titans of Canadian personal finance- so worth the time. They talk about cars, stuff, saving, choices, fees & more - some great perspective from 2 smart guys. youtube.com/watch?v=no-c1DnM…

Saw a @moneydotca article “advising” a 79-year-old couple. Almost no advice, just product pushes. Then found the same article published twice under different authors. Disappointing, as readers deserve transparency. It's a minefield out there... ca.finance.yahoo.com/news/79…

I was asked by a @globeandmail reader about simplifying investments in their 70s. One ETF per account can work well if the asset mix (stocks, bonds, cash) matches your income, risk, & goals. Simplicity matters- so does strategy. For Globe subscribers: theglobeandmail.com/investin…

Had a great time with the @CityofPoCo staff last week, talking retirement planning. We tackled the big questions: How much will I need? Where will the money come from? Taxes in retirement CPP & OAS timing Always fun to see the “aha” moments. Thanks for having me in!

My 9th Financial Facelift is out in @theglobendmail ! Seth & Maeve are in their 50s, mortgage-free, with a DB pension + solid savings. Can they retire by 2029 or sooner? I break it down here:🔗 theglobeandmail.com/investin… #FinancialPlanning #GlobeAndMail #Retirement #CanadaFinance

I teamed up with @Steadyhand to create a 3-part video series on retirement planning — from RRSP-to-RRIF conversions to smart withdrawal strategies and retirement spending anxiety. Check @MoneyCoachCA's blog post: moneycoachescanada.ca/blog/p… #RetirementPlanning #PersonalFinance #CFP

Why do retirees struggle to spend the money they’ve saved? In the final video of our 3-part series with @Steadyhand, we explore the psychological side of retirement spending—and how to build confidence in using your money well. #retirement #money youtube.com/watch?v=AXmCkRTk…