Exceedia Finance Planner

Exceedia Finance Planner

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Personal finance tips using Exceedia Planner Journals and tools

08/14/2024

Helped a client get out of a $30,000 tax bill from CRA by helping him find missing documents and prepare them in an organized way. Some days are good days and some days are great days.

Messed Up Money: Episode One - The $15000 Playstation Charge 01/30/2023

https://youtu.be/u3NlocaLLnk

Messed Up Money: Episode One - The $15000 Playstation Charge Messed Up MoneySharing stories of bad financial decisions and understanding why people make bad financial choices.Episode One: $15000 Playstation chargesSome...

12/31/2022

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3 Steps to Get Started on making better financial decisions 11/29/2022

3 Simple Steps to get started

3 Steps to Get Started on making better financial decisions Learn how to get started towards makin better financial decisions using a simple three step process. ...

Value purchases in terms of hours worked 11/28/2022

Value Purchases in terms of hours worked

Value purchases in terms of hours worked Shift your perspective about the cost of a purchase. Rather than just looking at a product’s sticker price, take a step back and calculate how many hours you...

11/28/2022

Three Financial Planning Tips for your 20s

https://youtu.be/-hWqiPO0B5Q

10/30/2022

How to make better financial decisions:

1. Complete information
2. Honest Analysis
3. Intentional Action

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