In episode 85 of In Her Wallet podcast, Sofiia sits down with Michelle Munro, Director of Tax and Retirement Research at Fidelity Investments Canada, to help you prepare for a financially successful 2025. Together, they explore practical steps for building wealth, creating financial security, and navigating life’s big money decisions with confidence.

Michelle shares actionable insights on starting your investment journey, balancing short- and long-term financial goals, and planning for retirement—all tailored to the unique challenges women face today. Whether you’re just starting to invest or looking to refine your financial strategy, this episode is packed with expert advice to set you up for success in the new year.

• Get the Monthly Budget Planner by In Her Wallet
• Connect with Michelle Munro on LinkedIn
• Check out Fidelity Investments Canada

Disclaimer:

The views in this recording are the personal views of both speakers and should not be taken as the views of Fidelity Investments Canada. This commentary is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice nor does it constitute an offer or solicitation to buy or sell any securities referred to. Individual circumstances and current events are critical to sound investment planning; anyone wishing to act on this article should consult with his or her advisor. Neither Fidelity Investments Canada nor any of its affiliates, nor any other person accepts any liability whatsoever for any direct or consequential loss arising from any use of this podcast, the information contained herein or the associated report on which this podcast is based.