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Episode | Date |
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CPP 2.0: Everything You Need To Know About The Changes To CPP in 2024 (Ep. 76)
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Jul 19, 2024 |
Retirement Regrets: Avoiding Common Pitfalls (Ep. 75)
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Apr 26, 2024 |
Mastering Your Finances: How to Create a Budget that Really Works (Ep. 74)
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Mar 21, 2024 |
Safeguarding Seniors: Navigating the Digital Landscape of Financial Security (Ep 73)
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Mar 13, 2024 |
Unlocking Financial Success: The Power of Certified Financial Planners (Ep 72)
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Mar 06, 2024 |
Navigating Your Financial Journey: A Guide to Your First Meeting with a Financial Advisor (Ep. 71)
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Feb 26, 2024 |
The Ride 2.0: A Financial Journey with Green Private Wealth (Ep. 70)
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Feb 20, 2024 |
Estate Planning for Your Furry Friend (Ep. 69)
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May 10, 2023 |
Mind Your Money: The 5 Behavioral Investing Biases (Ep. 68)
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Apr 26, 2023 |
Windfall Wisdom: What to do When You Inherit a Large Sum of Money (Ep. 67)
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Apr 05, 2023 |
Putting Your Financial House in Order Before Divorce (Ep. 66)
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Mar 22, 2023 |
Preparing For Taxes in Retirement, Part 2 (Ep. 65)
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Mar 08, 2023 |
Preparing For Taxes in Retirement, Part 1 (Ep. 64)
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Feb 22, 2023 |
The End of Life Checklist (Ep. 63)
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Feb 08, 2023 |
Let’s Talk Grief Recovery with The Caring Hearts Support Network (Ep. 62)
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Jan 25, 2023 |
The 8 Popular Myths of Retirement (Ep. 61)
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Jan 11, 2023 |
Traveling to the USA? Here’s How It Might Affect Your Taxes (Ep. 60)
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Dec 30, 2022 |
Year-End Checklist for Your Registered Accounts (Ep. 59)
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Dec 07, 2022 |
Big News: Merging With Green Private Wealth (Ep. 58)
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Nov 23, 2022 |
The Route to Retirement During a Recession (Ep. 57)
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Nov 09, 2022 |
Offsetting Taxes From Your RRSP: Facts About The RRSP Meltdown Strategy (Ep. 56)
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Oct 26, 2022 |
6 Things To Avoid With a Tax-Free Savings Account (Ep. 55)
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Oct 12, 2022 |
Investing While Owning a Small Business with Gary Armstrong, CPA, CGA (Ep. 54)
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Sep 28, 2022 |
An In-Depth Look At Your Canadian Pension Plan (Ep. 53)
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Aug 31, 2022 |
3 Ways To Set Expectations Before Sending Your Kids to College (Ep. 52)
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Aug 17, 2022 |
Celebrating 50 Episodes: Take A Walk Down Memory Lane With Us (Ep. 51)
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Aug 03, 2022 |
Fixed vs.Variable Mortgages: Here’s What You Need to Know with Derek Gold (Ep. 50)
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Jul 20, 2022 |
Protecting Your Portfolio from Inflation (Ep. 49)
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Jun 29, 2022 |
10 Ways to Teach Your Kids How to Make Better Financial Decisions (Ep. 48)
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Jun 15, 2022 |
15 Quick Tips to Secure Your Finances Now and in the Future (Ep. 47)
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Jun 02, 2022 |
Tax Filing Best Practices with Gary Armstrong, CPA, CGA (Ep. 46)
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May 18, 2022 |
The Four Wealth Destroyers (Ep. 45)
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May 04, 2022 |
The Ins and Outs of Pension Planning (Ep. 44)
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Apr 20, 2022 |
Parenting & Child Development in the Era of a Pandemic with Dr. Dona Matthews (Ep. 43)
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Apr 06, 2022 |
Start Getting Your Time Back with Family Offices Services with Paul Marion, CLU, CHS (Ep. 42)
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Mar 23, 2022 |
The Investments Your Portfolio Might be Missing (Ep. 41)
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Mar 09, 2022 |
How To Keep Your Cottage in the Family and Reduce Your Future Tax Bill (Ep. 40)
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Feb 23, 2022 |
Stop Procrastinating Your Estate Planning (Ep. 39)
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Feb 09, 2022 |
Getting Divorced During the Pandemic? Here are the Tips You Need to Know (Ep. 38)
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Jan 26, 2022 |
37. Estate Planning for Families With Special Needs Children With Fred Ryall
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Oct 20, 2021 |
36. The Real Reason Behind the Canadian Powersports Industry’s Growth with Jean-Luc Lemire
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Oct 06, 2021 |
35. Planning for Your Children’s Post-Secondary Education? Don’t Wait to Start Saving
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Sep 22, 2021 |
34. Parents As Roommates? 5 Things To Consider Before They Move In With You
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Sep 08, 2021 |
33. What You Need To Know About Travelling During The Pandemic With Holly McBean
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Aug 25, 2021 |
32. When Should You Take Your CPP Payment? With Gary Armstrong, CPA, CGA
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Aug 11, 2021 |
31. 5 Tips to Help Your Elderly Parents With Money
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Jul 28, 2021 |
30. Home Security Systems To Enhance Home Safety With Ron Couper
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Jul 14, 2021 |
29. Top 10 Frequently Asked Financial Questions
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Jun 30, 2021 |
28. 8 Ways You Can Earn Your Financial Self-Defence Black Belt
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Jun 16, 2021 |
27. Manulife One: More Than Just a Conventional Mortgage With Wade Arseneault
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Jun 02, 2021 |
Episode 25 – Your 10-Step Pre-Retirement Checklist
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Apr 14, 2021 |
Episode 24 -The Real State of Ontario’s 2021 Real Estate Market – With Krystal Lee Moore
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Mar 31, 2021 |
Episode 23 – Spring Clean Your Finances With These 6 Steps
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Mar 17, 2021 |
Episode 22 – Enhance Your Online Security with These Cybersecurity Tips – With Guest Chuck Yeung
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Jan 20, 2021 |
Episode 21 – Tax Tips for Small Business Owners — With Peter Simpson
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Jan 06, 2021 |
Episode 20 – Everything You Need To Know About Critical Illness Coverage
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Dec 23, 2020 |
Episode 19 – 2020 Year-End Tax Planning Tips – With Peter Simpson
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Dec 14, 2020 |
Episode 18 – How Baby Boomers can Prepare their Business for Sale – With Ryan Parkinson
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Nov 18, 2020 |
Episode 17 – Is Now the Time to Refinance or Buy a Second Property? – With Derek Gold
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Nov 04, 2020 |
Episode 16 – How to Retire Well — Part 2
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Oct 21, 2020 |
Episode 15 – How to Retire Well – Part 1
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Oct 07, 2020 |
Episode 14 – What to Know Before Making a Midlife Career Change — With Lisa Taylor
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Sep 23, 2020 |
Episode 13 — What Should you Know When Buying a New or Used Car — With Greg Carrasco
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Sep 09, 2020 |
Episode 12 – Managing Chronic Illness With Chronically Simple — With Guest Kristy Dickinson
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Aug 26, 2020 |
Episode 11 – What’s in Your Portfolio? How to Invest Responsibly — With David Rutherford
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Aug 12, 2020 |
Episode 10 — 5 Financial Considerations for Transitioning into Your Post-COVID-19 Life
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Jul 29, 2020 |
Episode 9 – Your Q2 COVID-19 Update — With Rana Chauhan
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Jul 15, 2020 |
Episode 8 – The Natural Way to Improve Your Work-Life During Quarantine — with Dr. Elias Markou
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Jul 01, 2020 |
Episode 7 — How to Write Your Life Letter
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Jun 17, 2020 |
Episode 6 – Why Everybody Needs a Will
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Jun 03, 2020 |
Episode 5 – The Mental Side of Surviving Isolation
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May 20, 2020 |
Episode 4 — How Do You Want To Live Your Life?
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May 06, 2020 |
Special Update #2 — COVID-19 Financial Update — with Rana Chauhan
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Apr 23, 2020 |
Episode 2 — Creating Your Financial Lifeline
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Apr 15, 2020 |
Episode 1- Meet Your Host, Kris Dureau
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Apr 09, 2020 |
SPECIAL UPDATE: COVID-19
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Mar 17, 2020 |