Spend Time on Your Finances: Advice from Top Canadian Wealth Advisor Sara Zollo

In this episode, Penny sits down with Sara Zollo, Senior Wealth Advisor at Harmony Wealth and recipient of Wealth Professionals Canada 2024 Top 50 Leading Women in Wealth Award—a significant honour recognizing her impact and leadership in the financial industry.

From retirement planning and debt management to investment advice, financial literacy, and navigating finances during major life transitions like divorce, Sara shares real-world insights to help you feel more confident with your money.

Whether you're planning ahead, juggling life with a young family, or rebuilding—this episode will inspire you to spend time on your finances and remind you that you don’t have to do it alone.

Sara Zollo, Senior Wealth Advisor – Harmony Wealth
🏆 2024 Top 50 Leading Women in Wealth – Wealth Professionals Canada
🌐 www.harmony-wealth.ca

🎧 Chapters
00:00 – Welcome & Sara’s background at Harmony Wealth
00:55 – What a Wealth Advisor Really Does
03:51 – Why Financial Planning Matters
08:01 – When to Work with a Financial Advisor
11:59 – How to Start Thinking About Retirement
15:00 – Saving vs. Paying Down Debt
17:55 – Avoiding the Chase: Smarter Investment Strategy
21:02 – Relationship Finance: Building Financial Harmony
23:54 – Starting Over: Divorce & Financial Reset
28:49 – Final Thoughts: Time is Your Best Asset

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⚠️ This conversation is for general inspiration, empowerment, and entertainment. It does not constitute financial advice. Always consult your own advisor regarding your specific financial situation.