Ep. 597 | Taking the First Step for Financial Wealth as a Family, Individual or Young Adult

By Jenn Pike | July 2, 2026

Listen on Apple Podcasts

Listen on Spotify

Chris is back, and we’re getting into the money conversation so many of you have been asking for.

We talk about what a financial broker actually does (and why it’s nothing like talking to your bank), who Chris works with, and the real reason most people are saving without a real plan. We also get personal — Chris shares a compound interest conversation he had with our 18-year-old son that genuinely changed how our son thinks about money.

We cover families, singles, blended finances, TFSAs, and setting your kids up before they’re even old enough to open an account.

What We Cover:

  • Financial broker vs. bank advisor
  • Who benefits from working with someone like Chris (it’s not just business owners)
  • Why most people are saving without a real plan or goal
  • The questions couples and families need to be asking but aren’t
  • Teaching kids about compound interest 
  • How to invest for your child before they’re old enough to open a TFSA
  • The TFSA mistake most Canadians are making
  • Singles vs. couples in retirement
  • Income splitting, spousal RSPs, and when to keep finances separate
  • Canada’s coming generational wealth transfer and whether you’re ready for it

Let’s dive in!

Thank you for joining us today. If you could rate, review & subscribe, it would mean the world to me! While you’re at it, take a screenshot and tag me @jennpike to share on Instagram – I’ll re-share that baby out to the community & once a month I’ll be doing a draw from those re-shares and send the winner something special!

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Have a question? Send it over to hello@jennpike.com and I’ll do my best to share helpful insights, thoughts and advice.

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