We all want financial freedom, but it can seem somewhat out of reach and overwhelming trying to figure it all out. Something that can help is learning how to invest - but how exactly do we do that? Today we're talking to Certified Financial Planner Jared Webb from Design Wealth about investing and managing finances.

We've all been told a lot about how to manage money and set ourselves up for our future, but investing is something we often hear only meant for the stock market. Jared is here to teach us not only how to invest, but all the different ways we can make and save money. He's also breaking down some stereotypes about money saving - and guess what? He'll be the first to say that buying a coffee every day is not going to put us into financial ruin!

Getting into the investment market may be scary, but it's completely doable, and we're here to help you do it. From stocks and bonds to how TFSAs work, this episode is sure to teach you a lot. Make sure to check out our blog post break down of this episode for some quick tips and tricks!

Want to learn more about this episode and others like it? Join the UM Club! We have new episodes every week featuring some really knowledgeable people, so check it out and see what we're all about!

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Guest Expert

Jared Webb is one of the founding members of DesignWealth. A Certified Financial Planner (CFP) with over 14 years of experience, Jared brings a vast array of experiences and skillsets to help clients and the community. Jared’s passion for raising expectations when it comes to financial advice is surpassed only by his love for his family. Jared is married with 4 kids and a dog. He has a mortgage, works full-time and attends virtually all of his family’s extracurricular activities.

In This Episode We Talk About

00:43 - Who is Jared?
03:37 - What is investing?
10:18 - Stocks, bonds, ETFs - what are they?
16:07 - How to break into investing.
20:38 - What are the main investment options?
33:54 - When is the right time to invest?
45:27 - Investing while still having credit card debt.
53:00 - How do TFSAs and RRSPs play into this?
54:59 - Where to find Jared!

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