Steve Bridge - Money Coach

What changes financially when work becomes optional?

I recently joined Scott Armstrong from Mind Switch on his Retire & Aspire podcast to talk about something that gets surprisingly little attention: the financial transition from working to a life where you no longer have to work.

Scott is a great interviewer, and we talked about some of the questions that come up along the way:

• How much is enough?
• Why do some people struggle to spend their money, even when they can afford to?
• When should you take CPP and OAS?
• How do you plan for a retirement that could last 30 years or more?
• And how do you account for inflation without letting it derail your plans?

Retirement planning isn't just about accumulating enough money. It's also about figuring out how to use it with confidence.

Thanks to Scott for having me on!

Listen to the episode here:
How your finances change when you transition to work-optional life
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Yesterday, I had the opportunity to present to members and employees from Alberta Municipalities on taxes, RRSPs, TFSAs, and FHSAs, helping people better understand how to make informed financial decisions and minimize taxes.

Very grateful for comments like these afterward:

“One of the most engaging and enjoyable presenters I have seen.”
“Dynamic, personable, engaging, and one of the best I’ve seen.”
“Making things understandable and doable.”

Thank you to everyone who attended and participated. I really appreciate the opportunity to help make personal finance feel more accessible and less intimidating.

If you know an organization that values employee financial well-being and financial literacy, I’d be happy to connect.

What a day up in Fort St. John.

The City flew me up to deliver a full day of financial education to their team - six hours covering retirement planning, CPP strategy, money management, RRSPs, and TFSAs. Real, practical stuff that people can act on.

The feedback made the trip more than worth it. One person wrote that the information was presented "in a clear, non-biased way" and felt completely different from what they'd normally hear from a financial advisor.

That's the goal every time I present - leave people with information they actually own, not a sales pitch in disguise.

If you're an employer who wants to offer your team something with real, lasting value, let's talk.

When organizations invest in financial education for their employees, the impact goes beyond money.

Diana Forfar from The City of Prince George shares her experience bringing these sessions into the workplace and why they’ve become a valuable part of supporting staff well-being and engagement.

In this short testimonial, she talks about the decision to offer financial education and what stood out most for their team.

If your organization is thinking about employee financial wellness, this is a great place to start.

🎥 Watch the video below:

Why The City of Prince George Invests in Financial Education for Employees Diana Forfar from The City of Prince George shares her perspective on bringing financial education into the workplace and why it has been valuable for employ...

I was grateful to be back with the team at the City of Port Coquitlam.

The last time, we focused on taxes and retirement. This session was all about insurance and investing. Different topics, same goal. Helping people feel more confident with their money.

I’m always happy to receive feedback like this:

“Thank you for always facilitating such a great session, as always, Steve!”
“Great workshop! Takes the fear out of money questions. Feel much more confident.”
“Another great presentation with extremely useful information.”

If you’re part of an organization looking to offer a relatable and engaging financial wellness session for your team that doesn’t involve sales, reach out!

Send a message to learn more