top of page


Why Working With a Financial Planner Before Retirement Matters Just As Much As During
How much will my income be in retirement? How much do I need to save in order to retire? How long will my money last me? These are some...

Shelby Seath
Oct 82 min read
Â
Â
Â


3 Reasons Why Working With a Financial Planner in Your 60s Can Save You Thousands
Reasons to work with a Financial Planner in your 60s.

Shelby Seath
Oct 82 min read
Â
Â
Â


How to Make Your Retirement Income Last (Even If Markets Are Unpredictable)
How to make your retirement income last even in unpredictable or volatile markets.

Shelby Seath
Oct 83 min read
Â
Â
Â


The Real ROI of Working with a Financial Planner in Kamloops
The real ROI of having a Financial Planner.

Shelby Seath
Oct 82 min read
Â
Â
Â


The #1 Mistake High-Income Earners Make With Their Investments
The #1 Mistake High-Income Earners Make with Their Investments

Shelby Seath
Aug 152 min read
Â
Â


If You’re a Widow or Recently Divorced, Here’s Where I’d Start
If you're widowed or recently divorced, here is where I would start.

Shelby Seath
Aug 152 min read
Â
Â


Why Financial Literacy is the Best Gift You Can Give Your Kids
Teaching your kids about money is one of the most valuable life lessons you can pass on to them. Learn why financial literacy is the ultimate gift -- and how to start planting those money-smart seeds today.

Shelby Seath
Jul 283 min read
Â
Â


The Pros and Cons of DIY Investing vs. Using a Financial Advisor
Investing your money is a big deal. Whether you’re just starting out or you’ve been dabbling for a while, deciding how to manage your...

Shelby Seath
Jul 282 min read
Â
Â


How to Know If You're Actually On Track for Retirement
You've worked Hard -- But Are You Ready to Retire? If you're in your last 40s, 60s or early 60s and starting to think seriously about...

Shelby Seath
Jun 232 min read
Â
Â


Top 5 Things you Need to Know Before Retiring in Kamloops
You Need a Withdrawal Plan -- Not Just a Nest Egg Saving is just step one. The real strategy starts when you need to turn those savings...

Shelby Seath
Jun 232 min read
Â
Â


How to Choose the Right Financial Advisor (And Why It Matters)
How to Choose the Right Financial Advisor (And Why It Matters)

Shelby Seath
Jun 232 min read
Â
Â


How to achieve success at any age
Do you ever wonder what you should be doing in each decade of your life? Let's break it down below... Goals to set for your 20s If you...

Shelby Seath
Apr 303 min read
Â
Â


What makes our financial firm different?
At Wealthy Roots Financial, we believe in being involved in every step when in comes to our clients. We are unique in the fact that we...

Shelby Seath
Apr 301 min read
Â
Â


What's the deal with CPP?
Canada Pension Plan You can go online via your CRA account to determine what your approximate benefit will be -- you can see the...

Shelby Seath
Jan 72 min read
Â
Â


Tips to ensure your retirement goes smoothly
Approaching retirement is an exciting and significant milestone. It marks the transition into a phase of life where you can enjoy the...

Shelby Seath
Dec 16, 20242 min read
Â
Â


What are the fees when it comes to investing
That is often the first question people ask when they are looking to invest. This is a fair question and something that should be...

Shelby Seath
Dec 3, 20242 min read
Â
Â
bottom of page