In this episode of The Forbes Podcast, Penny Forbes speaks with Andrea Thompson, Founder of the advice only financial planning firm Modern Cents, about how Canadians are redefining financial freedom — shifting from “retire at 65” to live well now. Andrea shares how Adaptive Financial Planning supports a lifestyle built on purpose, flexibility, and experiences today, not someday.

What are the hot topics?

  • The rise of advice-only financial planning
  • Generational shifts in money mindset
  • Real estate as a lifestyle strategy, not an investment one
  • Andrea’s Boundless Life experience working abroad with her family in Greece + more!