Behind the Mic: of Wealth & Wellness With Kalee Boisvert

Michelle Abraham: 00:00:03

This is amplify you the podcast about you discovering your message and broadcasting to the world. If you're a coach, author or speaker, you'll want to tune in. If you're looking for the best return on your time investment to get your message out to the world in a bigger way. We're giving you full access behind the scenes look of how we're running our podcasts, how our clients have found success and what you can do to launch your podcast today. The world needs your message. I'm Michelle Abraham, the host join my family as we unleash your unique genius and find the connections you need to launch your venture today. Join us and let's get to amplify hello hello amplify you Michelle Abraham your hosts here today with a behind the mic interview. Today we are talking to Kalee Boisvert. And she is the host of wealth and wellness podcast. So, Kalee, how you doing today?

Kalee Boisvert: 00:00:58

I'm great. Thanks. I'm excited to be on.

Michelle Abraham: 00:01:01

So we're super excited to have you here too. And let me tell our audience a little bit more about you. So Kalee has been in the financial industry for over 13 years, and she's a creator and the host, obviously of the wealth of wellness podcast. She's currently writing a nonfiction book about money designed to empower and inspire a woman women as awesome. So Kelly developed her love for money at a young age growing up in a single parent household watching her mom struggle with finances, she realized she needed to find her own way to earn money and save money. And then she wasn't gonna let her circumstances define her. He was busy raising money savvy daughter and is passionate about sharing her knowledge and supporting women in their own rules as serious earners and smart investors because no woman should ever feel anxious about having enough money to support themselves, their family and their future. And I love that Kalee, such a great message.

Kalee Boisvert: 00:01:53

Thank you. Yeah, it's I love it, like I said and passionate about it loved numbers and money from an early age.

Michelle Abraham: 00:02:00

Yeah, that's awesome. So many people like that's not things they talk about in their household. And it's kind of like, you know, hush hush or, you know, it's not something you learn till later. And I think financial literacy, oh my goodness, if we can teach our children that we're just going to be so much more, like smarter when they get into college in university. I know my financial background, getting into college and university where they offer you free credit cards. I was like sign Yeah, for $3,000 in debt later, I was like, What am I gonna pay this off? There was nobody there. Tell me like, Oh my god, you should not do that. Yes. Oh, my goodness. That's awesome. So tell us a little bit about your journey. She kind of the beginnings of the wealth and wellness podcast. What was your idea? Your vision behind the behind the podcast?

Kalee Boisvert: 00:02:48

Yeah, absolutely. Um, so the podcast idea was born out of wealth and wellness events that I was doing in person. So prior to COVID I guess maybe I'll back up a few years. So like I said, I was very passionate about money and finances from an early age like my mom tells me about when I was four years old. And she asked me what I wanted to do when I grow up. And I said, I wanted to collect money. And she laughed at me and said, Kalee, that's not a job, like that's a bank. And well, who's laughing now mom, cuz I'm collecting money. Yes, but then growing up, it was, you know, I was so interested in fascinated by it. But then at the same time, you know, my mom was a single mom, money was really a struggle, it was stress. And that's what I saw. And but, you know, I did learn early on that, well, if I still wanted to get these things that I saw, you know, my friends having and whatnot, then I could save up for it myself. So I would do all the work. And you know, I would go along with my sister to her babysitting gigs and things like that, do everything I can to save up. And in high school, I started working two jobs to buy a car and two jobs to pay for my university. And so I was doing all these things. It was really empowering to me, and I loved it. And so you know, without love of finances, I knew that that was the career trajectory, I was going down. And so I started straight into this industry, right out of university, and you know that my passion was very much helping to support women, because what I saw growing up is I don't want to see another woman go through what my mom went through. But then the messaging I kept receiving was that women aren't interested in us like that was the industry was telling me, well, women really don't care. They're not interested. And I believed that because I was just so new and it was all new to me. And I was like, Okay, I must be an anomaly. And I just really love money. And there are apparently no other women that love money. So I was like, okay, that made me sad. But I went on with, you know, working away and then I went on mat leave and had my daughter and I think it was that moment of just knowing that I was going to go back to work and I was going to leave my daughter, you know, with someone else to be watching her while I was pursuing my career that I really needed to go back to that original like what my y was and Who I wanted to support. And so straight coming back from my mat leave, I, you know, really leaned into that theme of I want to support women, I want to work with women. And I started doing lunch and learns for just women. So I remember like, I started.

Kalee Boisvert: 00:05:16

One, and it was just like an investing one on one. And it was at my office. And, you know, I had only invited women and I was nervous. And I, you know, because I'd heard so much that, well, women don't care and they're not interested. So I was, you know, on edge is this even gonna work and all the guys at my office are already razzing me about having a women only thing and, um, and then, you know, it worked. And they showed up, and it was a big crowd. And then from that point on, I just kept doing these in person events on different wealth topics. And at the same time, I was kind of going through my own journey. I was doing really well in my business, but it was like, my, I was like, hyper achieving, you know, go go, go doo doo doo. And I was doing my MBA, and I had finished that, and I had hit a point in my own life, where I was like, Well, you know, where, why am I keep? Why do I think my worth is connected to what I'm doing, and the end results and, and that's where this like, wealth piece came in. So I started working with a life coach. And I was like, my mind was just blown, like, I was learning about meditation and, you know, things we can do for self care. And I was reading all these books, and I was just like a sponge, absorbing it all. And I thought to myself, you know, if I'm liking this, so much more women need to know about this, like women that are just busy and doing their own things and, and like myself are just really, you know, wanting to achieve achieve achieve. And they forget this other side of things where, you know, we can a wealthy life is also this balance and coaching, you have the wheel, and there's the pieces of the pie, essentially, and there's, you know, there's family, there's career, and at the time, when I started, mine was just like, the whole pie was career. And I was like, well, this isn't right. Um, so, you know, I kept incorporating the wellness piece and how much value and growth I was experiencing in my own life, then I wanted to share that. So then I took my, you know, wealth events where it was learning about money and created wealth and wellness event. So I'd have well, like other provided like wellness providers come in, so life coaches, nutritionists, all sorts of different, you know, wealth providers. And so I did those in person, and it was really successful. And then, of course, COVID hit and I was just kind of sitting there, waiting it out thinking I would I guess I'd start back when we were allowed to and I remember my writing coach saying to me, well, you have to keep doing it, like you have this audience and these women that love this and, and so I was like, okay, so I took them online, and and then when I was doing them online, I'm like, these are great conversations, like, how can we record these and share it with even more women? Because then you start Yeah, realizing that doesn't have to be women in your same city or that it's, you can be a bigger audience than that. And so I was like, well, I love podcasts, and I listened to him on the go. So let's make what I'm already doing into a podcast. So that's the long story right from the beginning, I guess of where it all kind of came together. So it was just, it was very natural. Because it it was something that was already happening in person. And it was just, well, it was a no brainer to make it into a recorded event two or more people couldaccess it.

Michelle Abraham: 00:08:26

Yeah, absolutely. I love your I just loved the concept of your show, because it's different than other kind of money related shows or other than different than other health related shows where you really combine the two and, and help people realize that they can't have one without the other, that they're both intertwined with each other. Have you found, you know, I guess over the course of it's almost been like over a year since you launched your podcast. So yeah, over the course of the first year, how has that been for you as a podcast? host? Have you found like you've solidified your voice more? Have you found you've grown your audience at all?

Kalee Boisvert: 00:09:02

Yeah, it's been great. Like the audience keeps growing. And I get the opportunity to speak at other women only events. And I always tell them about my podcast. Because there's, there's topics that come up in my business that I think like if people keep asking these questions, it must be that more people know, you know, have the same question. So it's like things like, Oh, you know, what's the difference between an RRSP and TFSA? I'm like, well, that's a great podcast episode then. So I don't have to keep telling the same thing over and over and I'm like, there's a lot of details to it. So that's a full episode in itself. So it's been good because it's, you know, my existing clients, it's helpful for new people I meet along the way and then just the wellness piece what I love is that like you said, like seeing how they blend because I'll have guests on that, you know, don't have that the wealth side necessarily like they'll be very much in their their wellness position, but when I tell them, you know, wealth and wellness, and I think there's a link between our self worth and net worth, they like to try to find a way to Just spin and see how that what they do does impact wealth and our money and that side of things to which I just I love that they're, you know, seeing that connection as well. And us all realizing that because it's money is nothing in itself I always say it's just, you know, what good would like if I said, I'm going to make you a millionaire today but then also said to you, you can't spend a single dollar of it, then it wouldn't matter. It's irrelevant, but it's more, you know, what money affords us the ability to do. And then in money, there's all this other stuff, right? There's our, our money stories and our money, beliefs and our money blocks and, and so I've gotten to just have so many amazing guests on and I have certain guests even come back on, which has been awesome to even explore other topics because we get done the one topic and, you know, we say Oh, it'd be so good to talk about this now. It's something that maybe comes up. So it's just been, it's been like, amazing, and it's just easy and it flows. And yeah, I I enjoy it. And I'm going to keep doing it. Hopefully I continue to have an audience that actually, you know, cares and wants to hear it as well. But I get so much out of it. And I know at least my mom's listening she always tells me

Michelle Abraham: 00:11:11

according to listen, though, so you have a top 10 podcast, so it's really awesome. And for those of you listening that don't know what listening is listen gnosis is podcasting. indexer. So out of 2.4 million podcasts that are out there right now, Heelys podcasts, and so the top 10%. So that's really amazing. So congrats on that. And that's huge after a year. So there's more than just your mom listening. Yes. I know, that's always my dad always comments on my shows. And I'm like, Oh, I wonder if anyone else listens this place no later

Kalee Boisvert: 00:11:44

than I tell my dog. I tell my daughter about it to my six year old, she does not care at all. Sometimes it'll come on in the car, because I'm like just trying to hear when I did or, and then she just like rolls her eyes. And cuz I joke around about how I'm famous. And I have a podcast and she's just like, Oh, goodness.

Michelle Abraham: 00:12:02

Well, she'll appreciate it later. Like, I feel like podcasts are really great legacy things that you can leave there for your kids. And, you know, you mentioned a few great ways that I want to because our audience or people thinking about podcasting or people who are podcasting already, you mentioned some really cool things in what you were saying there like one of them I want to pull apart is the the fact that when you are recording your episode, it's like it is also amazing coaching and learning for yourself. It's like I think it's like the best personal development you can ever get is being a podcast, I was like Free University here. I think you get to learn so much about other topics that you're interested in. And also the networking, you know, you're communicating and collaborating with other practitioners and people that are in your space or not in your space in a completely different world than you're in but it maybe allows an opens the door for more business to happen. Have you seen that happen in your in your podcasting experience?

Kalee Boisvert: 00:12:59

Yeah, absolutely. like finding ways to collaborate, which I love. And like I said, I love exposing women to these things that they're not even aware of, because these wealth and well like or wellness providers and, and what they do, it's an opportunity to promote what they do. And there's oftentimes a listener that needs exactly what they're describing. And so it's a good opportunity for them to hear and learn more about it and you know, a comfortable way just understand what it is they do and the value and the benefits. And then if they're like, wow, I need that in my life, then them to reach out to that person. And I've really focused on just having female guests like I am very focused on working to support women. And I want that to show in my podcast as well. I want to, like promote female run female led businesses and I will do anything in my power to create, you know, more of, like, grow their audience as well with this. And I think that's something I love doing as well. And then from that they can also present to the group on a live Lunch and Learn session or anything like that. But I yeah, such a proponent of women out there that are doing their things, especially during something like COVID, where it's probably changed the face of a lot of people's business. And so if there's any way we can support each other, I think this is like a very great way and means to do so.

Michelle Abraham: 00:14:18

Yeah, absolutely. It's it's I find the podcasting spaces to collaborative space is not a competitive, it's really collaborative, and allows for so many collaborations, you know, you and I might have a show on similar topics. But coming on to the show is actually a great thing expands our audience. And it really gives our audience a different perspective as more value I think it's really great. One of the other things that you said to Kalee was such a smart business building tool, as well as that when you're looking at what your clients are asking you on a continuous basis. Like, no, I'm getting this question over and over and over again. This would be a great podcast episode. And so actually then recording those and so when you're onboarding new clients or when you're you know, people are asking you those questions say, Oh, go to Episode Five, I recorded a great podcast episode on this gives them a tool to then if they want to get to know, know you more before they work with you now you have all this education that you've provided to them and so much value provided to them before they work with you. I think that's such a great strategy for for growing your business.

Kalee Boisvert: 00:15:21

Yeah, it is because it's like the intricacies of what we do. And we can't cover it all in, you know, an introduction meeting with a client or a phone call. But yeah, I find myself always saying, you know, I did a really good podcast on that actually go, you know, go listen to the episode, whichever. And that should answer all your questions. But so it's just because there is so much intricacies to my business in my industry. And it's hard to cover it all off. And so I think there and there are so many, you know, people asking the same things, or wanting to know, the same things and financial literacy. You know, I think we're all like, everyone's just wanting to know more about that. Like you said, we don't we don't learn enough of it along the way, when we're young, and throughout our, you know, education, school education, things like that. So I think everyone's really hungry for more knowledge when it comes to financial literacy, too.

Michelle Abraham: 00:16:11

Yeah, absolutely. And just, I think you're making it fun to write, like, it's not just dry, it's a tundra is not boring, you're making it realistic, and like in like, also, the ability to implement it into your life and like integrate it in your life. So it's not just like a whole bunch of dry knowledge about how you do XYZ in the financial world, you're really using real examples, real stories, you're, you're, you're integrating it with wellness, and it's like a whole picture. It's a holistic picture of your life, which I think this is a really great way that you've done that. And I think I hear and I think the, you know, the listeners appreciate that. They know like, you know, they need to know, like I think your listener, I think people who are coming to you to work with you, they need to know a little bit of a background or education about how you do some things in the financial world. But like you said, it's hard to cover that in like a first session. You know, sometimes you get tired of repeating yourself, right? Yeah, it's a really great tool to support your support your customers without having to be the one to say it over and over and over again, if they play that episode over and over great, because this is more downloads free.

Kalee Boisvert: 00:17:23

Exactly. I know. Well, I do like I teach investing 101 course. And I was like, you know, there's a lot of people that have these same questions. And so it's not like the full course that I did in an app. And so but I gave kind of like a little, you know, a quick kind of tidbit of it like so I actually have built but it's two parts because I mean, my investing one one course is like an eight hour course but I did two podcast episodes. So like a part one and part two of investing one on one. But yeah, it's just kind of like a snippet or a little bit and then if people want to know more than maybe it is that they want to take the full course or maybe it is that they want to go read a book about you know, whatever concept they want to learn more. But yeah, I'm trying to touch on those topics. in a way that's not overwhelming because aren't my industry, it's we like to overcomplicate things, we like to make things super, you know, much more difficult than it needs to be. And I'm hoping that I'm making it just more approachable, comfortable for people.

Michelle Abraham: 00:18:18

Yeah, and interesting for women to like, want to learn more about right. You know, traditionally I don't think our moms or grandmas really had much to do with the finances but now that's becoming even more important with you know, especially when people become single parents or you know, even just in other in relationships to is more important to know your finances and know your numbers and so you can help be a partner in planning things and and you know, incurring wealth so it's something that I wish sailor wish they taught a lot more and even younger, in the our younger years, and especially in school, I think it'd be really great to have that you mentioned you're, you're raising a financially savvy daughter. So can you share with us a few tips of the things that you're teaching your daughter now that's gonna be really helpful for her as she gets older?

Kalee Boisvert: 00:19:04

Yeah, absolutely. Yeah. Like I talked to her about money all the time. I talked to her about the stock markets too. And I'll say they're up today they're down today that stuff I think just goes straight over her head. She's just like, What is this nonsense but I think there is so many ways we can teach our kids and it's just having them be part of the conversation and it can be still age appropriate ways but my daughter is six so it's you know, just simple things like counting money and change because we don't really see physical money as much anymore but it is kind of the basis still of what's behind it. Like we don't want our kids to think we can endlessly just tap these cards and there's you know, there's an endless supply of money behind that so

Michelle Abraham: 00:19:43

feel like that sometimes

Kalee Boisvert: 00:19:44

it does it does and they're probably seeing that and go oh just use your card just use your credit card or just use your no but we want to show them Yeah, what's behind it and the money in the you know, when it's so cute when they like count their change and, you know, they empty their piggy bank and things like that IV done. And then she gets her own money to go to the store. And, you know, we talk about what she can afford with it. And you know, when she has very big ambitious for something ambitious for something bigger, it's, well, you only have this much money it cost this much. And so having those conversations, so they start to learn, you know, choices and should I save it longer? Or should I spend it, Chuck, blow it all now on these, you know, a bunch of little things? Or, you know, what, what does that look like, and so they get to be the active participants, because I always say, money, mistakes are important, and they're the learning lessons. And so let's really push those in when our kids are young, right? Let's do all the money lessons early on. So when you're making, you know, when you spend all your money and run out, and and you're 12 years old, well, it's not a really big deal, I guess you'll just have to wait till your next birthday or whatever. But when you're in your 20s, and you're living on your own, and you blow your paycheck, and you have nothing to pay your rent, that's not something. Yeah. So it's just like encouraging those money mistakes and exploring it and getting curious and letting them have be empowered. And then as they get older, even more, so letting them you know, participate and be part of the conversation, maybe it's that you're having a birthday party, and, and you have a budget for what you're going to spend on their birthday party. So they get to choose, you know what the food is, or the activities are, and they have to stay within their budget. And then as you know, as soon as they start actually earning an income, like maybe they're starting to have part time jobs, then it's the conversations of, you know, how we're talking about saving and spending and saving for things long term. And then into the teenage years is even conversations about, about investing in stock investing. I did, I did a project in grade seven, in my computer class when we were first learning Excel. And it was that we had to pick a bunch of stocks and then put them on the Excel spreadsheet and chart their progress and see how they did. And I loved it like I was, I was like, hooked when I saw that, because again, I loved money. And I was like, This is amazing. And I didn't know what a stock was. But I learned and I looked around my house and I looked for the things I was buying at the time. It was like all the clothes were like guests clothes. And so I invested in guests, and I looked at my makeup and it was like L'Oreal. So I found out what the publicly traded company was for them. And, and it was such a neat, fun experience. It wasn't real money, right? So you get to it's like a mock kind of investing scenario that you can do with your with your teenager. So it's again, we're just giving them these lessons early on in this very safe environment, whatever you're doing with them. It's a nice, safe environment. So then when they're out in the world, and they're older, they can start they It's not the first time they're seeing those things when they're 25, then it's not the first time they're finding out what a stock is that that you show them or that they learned some of that when they were a teenager. That's awesome.

Michelle Abraham: 00:22:51

Yeah, this you'd love this my daughter's kindergarten class yesterday, they the over the last three weeks of school, they've learned how to one an ice cream store. So they all had different jobs they had to apply for they had to learn the job. And then they had to do the job yesterday. So they actually had an ice cream store. All the parents were invited to we had to call and make a reservation at the restaurant. We had it servers and buses and they took our order. And then they went to the ice cream made a sundaes they brought us back and then they had to take our money, get us change and do its thing. It was the cutest it was the cutest thing ever. This class was just they were all so proud of themselves. There was so so cute how they you learn this job and my cousin was he went to school to work in the in the restaurant industry and they ran a mock restaurant at universities like I did that I've university that kid and it was so cool for them to see that value of you know them, you know, coming up with this this job and applying for the job and taking ownership of learning it and then doing the money stuff. It was so cute. Those Yeah, what a cool idea. Yeah,

Kalee Boisvert: 00:23:59

I love it. Like I think we you know, decide that maybe they're not ready for it. And we think like oh, this is too complicated or something like that, but I think they're, you know, they're little sponges and they're much more intelligent and you know, they grasp things so quickly that this is the best time to be teaching them these concepts about money because they are in such learning mode that it can be so valuable and and I think some of the hesitation to is just like when people feel a bit insecure about their own financial literacy. teaching your children can be overwhelming and scary but yeah learning together and knowing that you're on that path with them to like the investing one on one course I host I love when I see like, like women that bring their teenage children in. So like their 17 year old or 18 year old daughter. It just it's amazing. And I think it's such a good activity for them to do together.

Michelle Abraham: 00:24:52

Yeah, absolutely. I think it's so cool. seeing kids learn those kinds of things early on in like you mentioned early They're like watching my son blow his $20 on something that he used for five minutes and there was mad the next day because he'd spent it. I was like, Well, that was a good lesson to learn now, rather than when that's $200 a few $1,000. Yeah. Great, great planning. That was good. But yeah, that lesson out of the way. Exactly, exactly. So yeah, maybe next time, he'll be like, maybe I'm not gonna spend my $20 here. Yeah, maybe I'll save it a little longer. Yeah, exactly. So awesome. So Kelly, any last bit of words of wisdom for people who are out there thinking about starting a podcast thinking about jumping on this journey? Any any words of wisdom for them after after your year of podcasting?

Kalee Boisvert: 00:25:43

Yeah, absolutely. I think it's just like really leaning into you know, what your passion is and what you love because then you're gonna do it because you love doing it and then the you know, the audience and the people and the feedback is the icing on the cake but you get to do what you love and what you're passionate about. So really just like diving deep into that and what you love and and being open to collaborating if it is a bit scary and intimidating the thought of starting it just collaborate have guests on like I have guests on so often and again, it's when I'm struggling to find my own topic or I just don't have the time and it's just so nice to have a guest on and like you said it just exploded brings you know, new ideas exposes us to a bigger audience so I think that's a good way to ease into it is just have you know, guests on your podcast and it's going to help you sort of feel a little bit more comfortable I think about the whole thing because sometimes I think it's just when you're having your own episodes and and talking away for a while. You're just wondering like this is getting boring. am I forgetting what I'm talking about? So yeah, I would definitely say like guests are fun and key to growing it and and just really leaning into what you love and having that be what it is about in your message. And that's a great thing about podcasts is they give us this platform to share and what we love.

Michelle Abraham: 00:27:08

Yeah, you never run out of it. never run out of ideas when you love what you're talking about. Right?

Kalee Boisvert: 00:27:13

Yes, absolutely.

Michelle Abraham: 00:27:15

Love it. Well, awesome. Kalee. Thank you so much amplify your family. Please go give Kalee a review on her amazing podcast. That is wealth, the wealth and wellness podcast. So make sure you go and check it out on all the major platforms out there. Give her a five star review. And then you know if you have any questions, you know, leave us leave us a comment and review Facebook, wherever you want to find us. And let us know what your questions are around podcasting. We'd love to hear them. And Kaylee, congratulations to your year of podcasting success so far and top 10% of all podcasts out there is amazing. So you're doing it right and having fun doing it right.

Kalee Boisvert: 00:27:53

Yes, absolutely. Thank you so much. And thank you, Michelle, for having me on.

Michelle Abraham: 00:27:56

You're welcome. All right, guys, amplify, you go out there and have a great week. You remember your uniqueness is your genius. So go and put it into good use and make a podcast. Hey, talk to you soon. Thanks, Kalee.

Kalee Boisvert: 00:28:08

Thank you.