Marketing Sucks

Wealth Strategies with Kerry Rizzo

Amanda Casinha-Ginther Episode 54

We need to bust the myth that women aren’t good with money. Thanks to this BS belief, we have more trouble getting business loans and more anxiety about investing and financial planning. Here’s the thing: we’re actually better at managing money — so let’s change the narrative and take control of our financial health!

My guest for this episode of Marketing Sucks was named one of the Top 50 Leading Women in Wealth in Canada for two years running, one of the Top 50 Advisors in Ontario, and is the #1 person I want to talk to about ANYTHING finance! As the founder and owner of BlueRidge Private Wealth, Kerry Rizzo helps people and businesses uncover their best financial goals, minimize their taxes, and make smarter investing decisions. Listen in as this award-winning Sr. Investment Advisor shares the best steps female entrepreneurs can begin taking right now to build a strong foundation for long-term financial stability. 

Marketing sucks. Let’s learn together. Hit play to discover:‌ ‌

  • Why money management is less complicated than we think and how to automate our savings efforts
  • What it actually looks like to work with a financial advisor (and when to work with one!)
  • Key mistakes women make when it comes to their finances — and why we’re actually better stewards of money than men!

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Guest bio: Kerry Rizzo has worked for 3 of the top 5 financial institutions in Canada, receiving multiple promotions and awards. Since leaving corporate brokerage, Kerry founded BlueRidge Private Wealth, operating under the brokerage banner of Harbourfront Wealth Management. She also founded and owns Kerry Knows Money, a firm designed to empower financial education and financial independence with a focus on increasing female representation for investors and advisors.

Timestamps:‌ ‌

00:11  Meet Kerry Rizzo

05:38  Kerry’s journey

09:54  First steps for financial stability 

13:59  Get comfortable & have the conversation

19:47  Working with an advisor

24:46  Key mistakes

27:22  Start early

30:34  Your action item

35:18  Outro 

Links mentioned:‌ ‌

Kerry Rizzo

blueridgeprivatewealth.com 

kerryknowsmoney.com 

linkedin.com/in/kerry-rizzocfp 

Instagram: @KerryKnowsMoney 

TikTok: @kerryknowsmoney6 

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