21 - Lindsay and Graham Plumb

Lindsay and Graham Plumb want you to be unstoppable with your personal finances.

If you’re 30 to 45 years old, for example, and you have a couple of kids, and a mortgage, maybe unstoppable is not the first word that comes to mind when you think of your finances. But this is actually the most important time of your life financially.

This is the time when tracking your spending, paying down your mortgage, having the right insurance and building up that emergency fund is crucial.

And then there’s the investing part - do you want to put some away for the kids’ education in an RESP account, and what about investing for retirement? Lindsay and Graham know how hard it is to wrap your head around all this stuff.

They were working in the traditional mutual fund and insurance business and realized there wasn’t a whole lot of holistic financial planning available. Holistic financial planning is when someone looks at your whole financial picture.

Do you have debt? Do you have existing investments that cost too much?

What are your goals around money? Do you want your kids to have a education fund or would you rather they take out loans themselves in the future and learn something in the process?

Do you have an emergency fund? Do you have insurance?

And when Lindsay and Graham tried to help clients with basic personal finance stuff like tracking and budgeting, the company they worked for told them: We don’t do that here.

How were they going to make you unstoppable, if all they were allowed to do was sell you products and then send you on your way?

This is the story of Lindsay and Graham Plumb and their company Moola Financial Coaches and Advisors.

NEXT EPISODE

22 - Richard Peddie

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