Preview Mode Links will not work in preview mode

This is the stuff you millionaires in the making need to know to kick start or propel you on your financial fitness journey. Tracey Bissett, Founder of Bissett Financial Fitness and award winning Financial Literacy Champion, gives you the straight goods each week to set yourself up for financial success. As a former executive at TD Bank, one of Canada's Big 5 Banks, Tracey has worked with and in support of thousands of individuals and entrepreneurs to secure the financing they needed.  This hands on experience combined with her formal financial education, Masters of Business Administration and Chartered Financial Analyst designation, position Tracey uniquely to coach all things money. Tracey goes behind-the-scenes of all the money matters with need-to-know tips, money-making demystified, and special power-player interviews. Join us weekly for Financial Fitness Training that will turn even a Cash Couch Potato into a Marathon Money Maker.

  1. All Episodes
  2. EP112 Milli Moves: Financial Fitness Tips from listeners Kelly & Vanesa

EP112 Milli Moves: Financial Fitness Tips from listeners Kelly & Vanesa

Nov 26, 2019

Kelly Fillman is the Operations Manager for Eleanor Beaton & Company, an organization that advises women entrepreneurs on presence, power, and strategic growth. She earned her Bachelor of Arts in Psychology from Western University in 2017. Kelly is a volleyball coach, animal lover, and mentor to young girls as well as a community volunteer for Autism Nova Scotia and the Alumni Coordinator for Rothesay Netherwood School.

 

Vanesa Cotlar is a strategic leader and Business Development Manager for Economic Development Winnipeg, where she focuses on growing the Winnipeg economy by increasing the strength of the talent ecosystem. She was the co-founder and CEO of Octagon Careers, an HR-tech start-up, and in 2019, Vanesa made the shortlist for the Business Leader of the Year award at the Women in IT Awards. Voluntarily, she has worked in leadership roles for Youville Centre, North Forge Accelerator Program, and Sunnybrook Next Generation. Vanesa earned her Bachelor of Commerce from Smith School of Business at Queens University. 

 

Kelly and Vanesa join me today to share their financial fitness tips for Young Money listeners. Kelly reveals the goals and concerns she had when leaving university and the economic advantages of moving back into your family’s home. She highlights why it is vital to set yourself up for financial success by starting an emergency fund and looking after your credit rating. She also shares why it is essential to balance having fun with being financially savvy. Vanesa shares her unconventional story and experiences of remote working. She also talks about why it is vital to be open to opportunities and align your goals with the things that make you happy.




“It is important to be knowledgeable about where your money is going in order to secure a financial future for yourself.” - Kelly Fillman




This Week on Young Money:

 

  • Kelly’s goals, worries, and concerns upon finishing her degree
  • The financial benefits of moving back to your family’s home after university
  • Setting yourself up for financial success
  • Why it is vital to have a good credit rating
  • The benefits of setting up an emergency fund
  • Finding a balance between being financially smart while also enjoying life
  • Leasing versus buying a car
  • Vanesa’s unconventional story as a digital nomad and living in 12 countries over 12 months through the Remote Year program
  • The great number of professions that can be done remotely
  • Being part of a remote workforce
  • Why a flexible mindset to take opportunities is the best success strategy




Key takeaways:

 

  1. Be mindful of your credit rating
  2. Set up an emergency fund
  3. Find a balance between enjoying life and being financially fit
  4. Be open to possibilities



Resources Mentioned:

 



Connect with Kelly Fillman:

 



Connect with Vanesa Cotlar:

 





Get Your Young Money Questions ANSWERED!

 

Want to learn more about your credit score and how you can stay financially fit? Leave a voice message to get all of your Young Money questions answered. 

 

Remember - there is no silly question when it comes to your financial fitness.



Rate, Share & Inspire Other Young Millionaires-in-the-Making 

 

Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts.

 

Don’t forget to share your favorite episodes on social media! 

 

Subscribe to the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.