Ballpark Finance is where money meets the diamond. In this fast-paced video series, we break down key financial concepts using baseball analogies that make sense. From investing and insurance to taxes and retirement, each short clip helps you step up to the plate with confidence. Financial education just got a lot more fun. Batter up!
Sliding into Savings
In baseball, timing your slide can be the difference between safe and out.
Same goes for saving money. Whether it’s a raise, tax refund, or cash from selling clutter - slide that into your savings before it disappears.
Quick moves make the difference.
Automate transfers, lock in your goals, and treat savings like a base you must reach every inning.
Slide early, slide smart - and stay safe at home financially.
[May 2 2025]
The Lineup Card
Every great team has a batting lineup - leadoff hitters, cleanup sluggers, and role players.
Your finances need a lineup too. Think of your TFSA as the leadoff - flexible and fast. RRSP bats cleanup, hitting long-term goals out of the park. Unregistered accounts? Pinch hitters for overflow.
Put your accounts in the right order and you’ll maximize tax savings, growth, and accessibility.
Don’t just stack players - build a winning lineup with purpose.
[Apr 24 2025]
Swing For The Fences?
Everyone loves a home run - but even the best hitters strike out when they swing too hard.
In investing, swinging for the fences means chasing big returns - like speculative stocks or crypto. Sometimes it pays off, but more often, it's a risky play.
Consistent base hits - like low-cost ETFs or regular savings - can win the game over time.
Big swings make headlines, but steady players build wealth.
Don’t just swing big - build a winning average with every at-bat.
[Apr 18 2025]
Bullpen Mentality
Every championship team has a solid bullpen - because you never know when the starter’s gonna get knocked out.
In finance, your bullpen is your emergency fund. It’s the cash you keep ready to cover unexpected expenses - job loss, car repair, you name it. If your income suddenly takes a hit, this is your relief pitcher.
Don’t wait for the 9th inning to warm someone up. Build your bullpen early - and protect your financial win.
[Apr 11 2025]
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Green Helix Financial is led by Matthew Lawrence, DFSA™, a financial and insurance advisor with a diverse background in finance and entrepreneurship. Matthew is a passionate advocate for financial literacy and education.