Women's Wealth Canada
75 episodes - English - Latest episode: about 2 months ago - ★★★★★ - 2 ratingsThis educational podcast, hosted by Wealth Advisor Glory Gray, helps Canadian women make the most of their money and their life.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Financial Planning: What it is and Why Every Wealthy Woman Needs It
April 02, 2024 20:00 - 11 minutes - 8 MBToo many Canadians don’t have a financial plan. That’s what a recent FP Canada report found. Only 25 per cent of Canadians are working with a financial advisor and 30 per cent of those surveyed say they don't have a financial plan at all. Interestingly, younger people are more likely to say they don't have a financial plan but wish they did. What caught my eye about this survey is that Canadians don’t even agree on what a financial plan is. Some think it is an investment plan, that is, ...
Five Ways to Recharge Your Financial Goals
February 15, 2024 18:00 - 13 minutes - 9.26 MBEach year, I like to begin by talking about goals. And specifically about you and your financial goals. Have you set them? Are you making progress? Do you have a plan? Let's talk about 5 ways to recharge your financial goals this year. What financial goals did you set for yourself last year? Which ones did you achieve and which are you still working on? Which ones do you need to work on first? What goals no longer serve you? Life changes every year. Our goals do too. Let it go if it’s ...
S3 E7: What’s the Difference Between CPP and OAS?
June 06, 2023 17:00 - 19 minutes - 13.5 MBWelcome to the Women's Wealth Canada podcast, where we discuss everything related to government retirement benefits in Canada. In this episode, Glory Gray discusses everything you need to know about the Canadian Pension Plan or CPP, Old Age Security or OAS, and the Guaranteed Income Supplement or GIS. In this episode, she will give an overview of both CPP and OAS, including how they are funded, what the maximum benefit amount is, and some of the advantages and disadvantages of starting CPP ...
What’s the Difference Between CPP and OAS?
June 06, 2023 17:00 - 19 minutes - 13.5 MBWelcome to the Women's Wealth Canada podcast, where we discuss everything related to government retirement benefits in Canada. In this episode, Glory Gray discusses everything you need to know about the Canadian Pension Plan or CPP, Old Age Security or OAS, and the Guaranteed Income Supplement or GIS. In this episode, she will give an overview of both CPP and OAS, including how they are funded, what the maximum benefit amount is, and some of the advantages and disadvantages of starting CPP ...
S3 E6: What’s the Difference Between CPP and OAS?
June 06, 2023 17:00 - 19 minutes - 13.5 MBWelcome to the Women's Wealth Canada podcast, where we discuss everything related to government retirement benefits in Canada. In this episode, Glory Gray discusses everything you need to know about the Canadian Pension Plan or CPP, Old Age Security or OAS, and the Guaranteed Income Supplement or GIS. In this episode, she will give an overview of both CPP and OAS, including how they are funded, what the maximum benefit amount is, and some of the advantages and disadvantages of starting CPP ...
How to Plan for Changes in Your Health and Lifestyle in Retirement
May 09, 2023 18:00 - 11 minutes - 7.75 MBThis week on the Women's Wealth Canada Podcast, we are talking about How to Plan for Changes in your Health and Lifestyle in Retirement. As you make plans for retirement, it's important to remember that your health and lifestyle needs may change over time. One of the first things you'll need to do is to prepare a financial plan when meeting with a financial planner. This will give you an idea of your cash flow requirements over the years for the rest of your life. You'll need to know how...
S3 E6: How to Plan for Changes in Your Health and Lifestyle in Retirement
May 09, 2023 18:00 - 11 minutes - 7.75 MBThis week on the Women's Wealth Canada Podcast, we are talking about How to Plan for Changes in your Health and Lifestyle in Retirement. As you make plans for retirement, it's important to remember that your health and lifestyle needs may change over time. One of the first things you'll need to do is to prepare a financial plan when meeting with a financial planner. This will give you an idea of your cash flow requirements over the years for the rest of your life. You'll need to know how...
S3 E5: How to Plan for Changes in Your Health and Lifestyle in Retirement
May 09, 2023 18:00 - 11 minutes - 7.75 MBThis week on the Women's Wealth Canada Podcast, we are talking about How to Plan for Changes in your Health and Lifestyle in Retirement. As you make plans for retirement, it's important to remember that your health and lifestyle needs may change over time. One of the first things you'll need to do is to prepare a financial plan when meeting with a financial planner. This will give you an idea of your cash flow requirements over the years for the rest of your life. You'll need to know how...
S3 E5: Simple Estate Planning for Everyone with Jennifer Leach Sandford, Pt. 2
April 18, 2023 16:00 - 20 minutes - 14.2 MBIn this episode of the Women's Wealth Canada Podcast, we sit down with Jennifer Leach Sandford, a lawyer specializing in wills and estates. Jennifer shares valuable insight into the importance of having a will in place and when is the best time to prepare one, especially if you have a health diagnosis that may lead to progressive illness. We also delve into the differences between a will, power of attorney, and healthcare directives. While a will provides instructions for the distribution o...
S3 E4: Simple Estate Planning for Everyone with Jennifer Leach Sandford, Pt. 2
April 18, 2023 16:00 - 20 minutes - 14.2 MBIn this episode of the Women's Wealth Canada Podcast, we sit down with Jennifer Leach Sandford, a lawyer specializing in wills and estates. Jennifer shares valuable insight into the importance of having a will in place and when is the best time to prepare one, especially if you have a health diagnosis that may lead to progressive illness. We also delve into the differences between a will, power of attorney, and healthcare directives. While a will provides instructions for the distribution o...
Simple Estate Planning for Everyone with Jennifer Leach Sandford, Pt. 2
April 18, 2023 16:00 - 20 minutes - 14.2 MBIn this episode of the Women's Wealth Canada Podcast, we sit down with Jennifer Leach Sandford, a lawyer specializing in wills and estates. Jennifer shares valuable insight into the importance of having a will in place and when is the best time to prepare one, especially if you have a health diagnosis that may lead to progressive illness. We also delve into the differences between a will, power of attorney, and healthcare directives. While a will provides instructions for the distribution o...
Simple Estate Planning for Everyone with Jennifer Leach Sandford, Pt. 1
March 07, 2023 18:00 - 28 minutes - 19.7 MBWelcome to "Simple Estate Planning for Everyone," where we break down the complexities of estate planning so that everyone can understand and take control of their future. Our guest Jennifer explains that a will is a document expressing an individual's wishes about what happens to their assets after their death, and it can be changed as long as the person has the capacity to make rational decisions. We also dive into planning techniques that can be used to ensure that one's wishes and instr...
S3 E3: Simple Estate Planning for Everyone with Jennifer Leach Sandford, Pt. 1
March 07, 2023 18:00 - 28 minutes - 19.7 MBWelcome to "Simple Estate Planning for Everyone," where we break down the complexities of estate planning so that everyone can understand and take control of their future. Our guest Jennifer explains that a will is a document expressing an individual's wishes about what happens to their assets after their death, and it can be changed as long as the person has the capacity to make rational decisions. We also dive into planning techniques that can be used to ensure that one's wishes and instr...
S3 E4: Simple Estate Planning for Everyone with Jennifer Leach Sandford, Pt. 1
March 07, 2023 18:00 - 28 minutes - 19.7 MBWelcome to "Simple Estate Planning for Everyone," where we break down the complexities of estate planning so that everyone can understand and take control of their future. Our guest Jennifer explains that a will is a document expressing an individual's wishes about what happens to their assets after their death, and it can be changed as long as the person has the capacity to make rational decisions. We also dive into planning techniques that can be used to ensure that one's wishes and instr...
Four Ways to Protect Yourself From Investment Scams
February 08, 2023 16:00 - 12 minutes - 8.82 MBJust this week the news broke about investment powerhouse JP Morgan falling prey to a scam as it invested millions of dollars in a scam business called Frank, a college financial planning platform. It seems appropriate that we are looking at ways that you can protect yourself from investment scams. We will look at Ponzi schemes including the Madoff Plan (did you know actor Kevin Bacon got caught in that one) as well as several lesser known schemes and share some practical and tactical tips...
S3 E2: Four Ways to Protect Yourself From Investment Scams
February 08, 2023 16:00 - 12 minutes - 8.82 MBJust this week the news broke about investment powerhouse JP Morgan falling prey to a scam as it invested millions of dollars in a scam business called Frank, a college financial planning platform. It seems appropriate that we are looking at ways that you can protect yourself from investment scams. We will look at Ponzi schemes including the Madoff Plan (did you know actor Kevin Bacon got caught in that one) as well as several lesser known schemes and share some practical and tactical tips...
S3 E1: Looking to Buy a First Home? It Just Got Easier. Plus, Tax Tips for 2023
January 03, 2023 21:00 - 12 minutes - 8.97 MBWe are starting Season 3 - be sure to subscribe so you don't miss any of our top tips for financial fitness. In this episode, we are looking at recent changes made to home buying that make it even easier for first-time buyers. Plus, we've got some top tax tips for 2023 that you won't want to miss! See you inside -------------- Season Three, Episode One - Looking to Buy a First Home? It Just Got Easier. Plus, Tax Tips for 2023 -------------- Resources Mentioned Fit Desk link to Amazon Li...
S2 E8: How Much Does a Single Person Need to Retire in Canada
November 08, 2022 21:00 - 10 minutes - 7.4 MBThis month on the Women's Wealth Canada podcast, we are continuing to explore how your relationship status affects your retirement planning. Over the past few episodes, we have looked at both remarrying and divorce - but what if you are single? You may be asking yourself, "exactly how much do I need to retire as a single person in Canada?" See you inside -------------- Season Two, Episode Eight - How Much Does a Single Person Need to Retire in Canada Resources Mentioned in the Show Ch...
S2 E7: Avoiding the Financial Mistakes of Divorce
October 17, 2022 20:00 - 26 minutes - 18.3 MBIn our last episode, I explored how remarrying later in life can impact your financial situation and decisions. Today, we will explore another change you may be facing ... divorce. If you (or a friend) are contemplating, in the middle of, or just curious about how divorce can impact you financially, then this episode is for you. I'm talking with Bettina Plendl on how to avoid the Financial Mistakes of Divorce. See you inside -------------- Season Two, Episode Seven - Avoiding the Financ...
The Second Time Around: Five Steps to a Happy Second Marriage
September 06, 2022 18:00 - 13 minutes - 9.14 MBAre you entering into a second marriage later in life? Merging households, blending families, and planning how to combine and consolidate finances can be complicated. Today, I'm sharing with you the 5 Steps to a Happy Second Marriage along with some personal stories about how Squatch and I have navigated our relationship. See you inside -------------- Season Two, Episode Six - The Second Time Around: Five Steps to a Happy Second Marriage Resources ⚡ Webinar with Stefa Katamay, Nex...
S2 E6: The Second Time Around: Five Steps to a Happy Second Marriage
September 06, 2022 18:00 - 13 minutes - 9.14 MBAre you entering into a second marriage later in life? Merging households, blending families, and planning how to combine and consolidate finances can be complicated. Today, I'm sharing with you the 5 Steps to a Happy Second Marriage along with some personal stories about how Squatch and I have navigated our relationship. See you inside -------------- Season Two, Episode Six - The Second Time Around: Five Steps to a Happy Second Marriage Resources ⚡ Webinar with Stefa Katamay, Nex...
S2 E5: Five Ways to Get the Most from your TFSA
June 07, 2022 17:00 - 19 minutes - 13.7 MBThis week I am focusing on TFSA's and clearing up some common misunderstandings to help you ensure you maximize the benefits you achieve from your investment portfolio. One of the most common questions I get as a wealth advisor is: “Which type of retirement account should I put my money into…an RRSP, which is a Registered Retirement Savings Plan, or a TFSA, which is a Tax Free Savings Account? Which one should you put your money into? Here's what you need to know to make the right decisi...
Five Ways to Get the Most from your TFSA
June 07, 2022 17:00 - 19 minutes - 13.7 MBThis week I am focusing on TFSA's and clearing up some common misunderstandings to help you ensure you maximize the benefits you achieve from your investment portfolio. One of the most common questions I get as a wealth advisor is: “Which type of retirement account should I put my money into…an RRSP, which is a Registered Retirement Savings Plan, or a TFSA, which is a Tax Free Savings Account? Which one should you put your money into? Here's what you need to know to make the right decisi...
S2 E4: Women and Boundaries
May 03, 2022 14:00 - 33 minutes - 23.2 MBSaying no is hard. From kids, to partners, to work or to self care, everyone else's needs and wants seem to matter more than yours. If you find it challenging to prioritize yourself, chances are you might be struggling with setting boundaries. Today, I explore the issue of Women and Boundaries with Antonia Medeiros, Life Coach. Our Guest Antonia Medeiros' love of stories led her to her current business as a Life Coach specializing in Feminine Empowerment. She has an upcoming course calle...
Women and Boundaries
May 03, 2022 14:00 - 33 minutes - 23.2 MBSaying no is hard. From kids, to partners, to work or to self care, everyone else's needs and wants seem to matter more than yours. If you find it challenging to prioritize yourself, chances are you might be struggling with setting boundaries. Today, I explore the issue of Women and Boundaries with Antonia Medeiros, Life Coach. Our Guest Antonia Medeiros' love of stories led her to her current business as a Life Coach specializing in Feminine Empowerment. She has an upcoming course calle...
What Would You Tell Your 20-year-old Self About Money?
April 05, 2022 17:00 - 27 minutes - 18.9 MBEarlier this season, I shared with you a few life stories of my clients. These are women who have gracefully navigated life and used their wealth as tools for living a beautiful life. But I'll bet there are some things they wish they had told their younger selves. And if they had shared this wisdom with the younger selves, maybe they would have gotten farther ahead in their goals. Or maybe they just would have done things differently. Here to talk about that subject is Lisa Hannam. Lisa ...
S2 E3: What Would You Tell Your 20-year-old Self About Money?
April 05, 2022 17:00 - 27 minutes - 18.9 MBEarlier this season, I shared with you a few life stories of my clients. These are women who have gracefully navigated life and used their wealth as tools for living a beautiful life. But I'll bet there are some things they wish they had told their younger selves. And if they had shared this wisdom with the younger selves, maybe they would have gotten farther ahead in their goals. Or maybe they just would have done things differently. Here to talk about that subject is Lisa Hannam. Lisa ...
S2 E3: What Would You Tell Your 20-year-old Self About Money?
April 05, 2022 17:00 - 27 minutes - 18.9 MBEarlier this season, I shared with you a few life stories of my clients. These are women who have gracefully navigated life and used their wealth as tools for living a beautiful life. But I'll bet there are some things they wish they had told their younger selves. And if they had shared this wisdom with the younger selves, maybe they would have gotten farther ahead in their goals. Or maybe they just would have done things differently. Here to talk about that subject is Lisa Hannam. Lisa ...
S2 E2: Stop the Self-Sabatoge! The Emotional Triggers That Can Affect Your Wealth - With Denise Belisle
March 08, 2022 18:00 - 27 minutes - 18.6 MBHosted by Glory Gray of Glory Gray Wealth Solutions How are you sabotaging yourself and keeping yourself from reaching your greatest potential? Are you sitting around feeling that something just isn’t right? Do you believe there is more to life than just existing? There have been many studies done that show, no surprise, a lack of money can be a huge stressor in our lives. Come listen in as I speak with Denise Belisle on how to stop the self-sabotage. Denise Belisle is a Certified Mental ...
Stop the Self-Sabatoge! The Emotional Triggers That Can Affect Your Wealth - With Denise Belisle
March 08, 2022 18:00 - 27 minutes - 18.6 MBHosted by Glory Gray of Glory Gray Wealth Solutions How are you sabotaging yourself and keeping yourself from reaching your greatest potential? Are you sitting around feeling that something just isn’t right? Do you believe there is more to life than just existing? There have been many studies done that show, no surprise, a lack of money can be a huge stressor in our lives. Come listen in as I speak with Denise Belisle on how to stop the self-sabotage. Denise Belisle is a Certified Mental ...
Stories From the Trenches: What My Clients Have Taught Me
February 08, 2022 18:00 - 10 minutes - 6.95 MBStories from the Trenches: What My Clients Have Taught Me | Women's Wealth Canada Podcast Hosted by Glory Gray of Glory Gray Wealth Solutions Learn from women who have retired or are nearing retirement about what they wish they had known before making this life-changing decision. Whether you're just starting out or are already in retirement, these insights will be invaluable. 00:00:28 Overcoming Financial Challenges: Hear from 3 Inspiring Women 00:01:09 Glory: Hard Rocker to Finan...
S2 E1: Stories From the Trenches: What My Clients Have Taught Me
February 08, 2022 18:00 - 10 minutes - 6.95 MBStories from the Trenches: What My Clients Have Taught Me | Women's Wealth Canada Podcast Hosted by Glory Gray of Glory Gray Wealth Solutions Learn from women who have retired or are nearing retirement about what they wish they had known before making this life-changing decision. Whether you're just starting out or are already in retirement, these insights will be invaluable. 00:00:28 Overcoming Financial Challenges: Hear from 3 Inspiring Women 00:01:09 Glory: Hard Rocker to Finan...
Happy Holidays from The Women's Wealth Canada Podcast!
December 24, 2021 19:00 - 1 minute - 899 KBHosted by Glory Gray of Glory Gray Wealth Solutions Wishing you and yours a wonderful festive season! We'll be back for more Women's Wealth Canada episodes in 2022. Happy Holidays! Hosted by Glory Gray 📖 Women's Wealth Canada Blog 📽 The Real Questions to Ask Before You Retire 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor 👉 Free Wealth Consultation 🍏 Join our Community - Client Application Form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions LinkedIn: Glory G...
S1 E17: How to Take Care of Your Greatest Asset...YOU! - With Charlotte Crowley
November 25, 2021 19:00 - 38 minutes - 26.7 MBHosted by Glory Gray of Glory Gray Wealth Solutions All the money that we saved to live a great retirement will be worth nothing if we don’t have our health. With that in mind, I’m excited to welcome today’s guest, Charlotte Crowley, Registered Holistic Nutritionist and yoga instructor. We'll discuss: What ONE change to your diet can you make that will make a big difference to your health? What diet is right for you? Life is busy! How can you make eating healthy easy? What are some smar...
How to Take Care of Your Greatest Asset...YOU! - With Charlotte Crowley
November 25, 2021 19:00 - 38 minutes - 26.7 MBHosted by Glory Gray of Glory Gray Wealth Solutions All the money that we saved to live a great retirement will be worth nothing if we don’t have our health. With that in mind, I’m excited to welcome today’s guest, Charlotte Crowley, Registered Holistic Nutritionist and yoga instructor. We'll discuss: What ONE change to your diet can you make that will make a big difference to your health? What diet is right for you? Life is busy! How can you make eating healthy easy? What are some smar...
S1 E16: Top Tax Tips that Save You Money - With Bonnie Wallis
November 05, 2021 18:00 - 23 minutes - 16.3 MBHosted by Glory Gray of Glory Gray Wealth Solutions In this episode, we'll cover some top tax tips to get you ready for year end. Top ways retirees can save on taxes Little known tax credits you can take advantage of Avoiding OAS clawback Important tips especially for women Hosted by Glory Gray 📖 Women's Wealth Canada Blog 📽 The Real Questions to Ask Before You Retire 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor 👉 Free Wealth Consultation 🍏 Join our Community - Clie...
Top Tax Tips that Save You Money - With Bonnie Wallis
November 05, 2021 18:00 - 23 minutes - 16.3 MBHosted by Glory Gray of Glory Gray Wealth Solutions In this episode, we'll cover some top tax tips to get you ready for year end. Top ways retirees can save on taxes Little known tax credits you can take advantage of Avoiding OAS clawback Important tips especially for women GET THE WOMEN'S WEALTH CANADA GUIDE: "12 Smart Questions to Ask When Interviewing a Financial Advisor" Connect with host Glory Gray Website: WomensWealth.ca Email: [email protected] Twitter: @WomensWealthCA ...
Revealed! The Secret to Getting the Financial Help You Need
October 19, 2021 14:00 - 12 minutes - 8.78 MBHosted by Glory Gray of Glory Gray Wealth Solutions In this episode, we peel back the complicated layers of finding financial advice in Canada. Do you even need a financial advisor? How to make 2.73 times MORE money Finding the right advisor for you Resources in this episode: The Gamma Factor and the Value of Advice GET THE WOMEN'S WEALTH CANADA GUIDE: "12 Smart Questions to Ask When Interviewing a Financial Advisor" Connect with host Glory Gray Website: WomensWealth.ca Email: hell...
S1 E15: Do You Even Need a Wealth Advisor?
October 19, 2021 14:00 - 12 minutes - 8.78 MBHosted by Glory Gray of Glory Gray Wealth Solutions In this episode, we peel back the complicated layers of finding financial advice in Canada. Do you even need a financial advisor? How to make 2.73 times MORE money Finding the right advisor for you Resources in this episode: The Gamma Factor and the Value of Advice Hosted by Glory Gray 📖 Women's Wealth Canada Blog 📽 The Real Questions to Ask Before You Retire 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor 👉 Free Weal...
Top Ways to Squeeze Money From Your Home With Rita Cousins
October 05, 2021 07:00 - 27 minutes - 19.2 MBHosted by Glory Gray of Glory Gray Wealth Solutions Our home is often our biggest asset. But it can be hard to access that value when we need cash. Rita Cousins of the Cousins Mortgage Team at Mortgage Architects is here to help you find ways to squeeze money from your home! What's the difference between a Reverse Mortgage and a HELOC? The one thing Rita recommends we do BEFORE we retire. How applying for a mortgage on an investment property is different than applying for a mortgage o...
S1 E14: Top Ways to Squeeze Money From Your Home With Rita Cousins
October 05, 2021 07:00 - 27 minutes - 19.2 MBHosted by Glory Gray of Glory Gray Wealth Solutions Our home is often our biggest asset. But it can be hard to access that value when we need cash. Rita Cousins of the Cousins Mortgage Team at Mortgage Architects is here to help you find ways to squeeze money from your home! What's the difference between a Reverse Mortgage and a HELOC? The one thing Rita recommends we do BEFORE we retire. How applying for a mortgage on an investment property is different than applying for a mortgage o...
S1 E13: Val Low of "Focus and Freedom for Entrepreneurs" PLUS Budgeting Apps Review
September 21, 2021 07:00 - 5 minutes - 3.73 MBToday we want to mention another great Canadian podcast, "Focus and Freedom for Entrepreneurs," hosted by Val Low. Val is a digital & efficiency expert who helps entrepreneurs clear the business clutter and thrive. Through her Focus&Freedom™ Method many entrepreneurs have experienced more focus, time and freedom. Val shows entrepreneurs how to calm the overwhelm and distractions with focus and efficiency strategies and tools that enable them to have the freedom to do the things that matte...
Val Low of "Focus and Freedom for Entrepreneurs" PLUS Budgeting Apps Review
September 21, 2021 07:00 - 5 minutes - 3.73 MBToday we want to mention another great Canadian podcast, "Focus and Freedom for Entrepreneurs," hosted by Val Low. Val is a digital & efficiency expert who helps entrepreneurs clear the business clutter and thrive. Through her Focus&Freedom™ Method many entrepreneurs have experienced more focus, time and freedom. Val shows entrepreneurs how to calm the overwhelm and distractions with focus and efficiency strategies and tools that enable them to have the freedom to do the things that matte...
Get Your Free Guide! "12 Smart Questions to Ask When Interviewing a Financial Advisor"
August 31, 2021 07:00 - 50 seconds - 638 KBHosted by Glory Gray of Glory Gray Wealth Solutions GET THE WOMEN'S WEALTH CANADA GUIDE: "12 Smart Questions to Ask When Interviewing a Financial Advisor" Website: WomensWealth.ca Email: [email protected] Twitter: @WomensWealthCA Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray Theme music by Purple Planet Music. Rights reserved.
BONUS: Get Your Free Guide! "12 Smart Questions to Ask When Interviewing a Financial Advisor"
August 31, 2021 07:00 - 50 seconds - 638 KBHosted by Glory Gray 📖 Women's Wealth Canada Blog 📽 The Real Questions to Ask Before You Retire 🔻12 Smart Questions to Ask When Interviewing a Wealth Advisor 👉 Free Wealth Consultation 🍏 Join our Community - Client Application Form Website: GloryGray.com Facebook: @GloryGrayWealthSolutions LinkedIn: Glory Gray Music Background Intro music: Positive Determination Other incidental by Purple Planet Music This podcast is for informational purposes only and should not be construed as inve...
S1 E12: The REAL questions you should ask yourself before retiring - with Stefa Katamay
August 17, 2021 07:00 - 32 minutes - 22.3 MBAre you at a crossroads and wondering what’s next for you? Well, you’re in luck, because Certified Retirement Options™ Coach, Stefa Katamay, is my special guest today. Join us as we tackle the REAL questions you should ask yourself before retiring. Why life transitions like retirement should be viewed in five year chunks of time Why do we wait until we’re in our sixties before we seem to hit our stride? What was happening before then? FIRE (Financial Independence Retire Early) and the "n...
The REAL questions you should ask yourself before retiring - with Stefa Katamay
August 17, 2021 07:00 - 32 minutes - 22.3 MBHosted by Glory Gray of Glory Gray Wealth Solutions GET THE WOMEN'S WEALTH CANADA GUIDE: "12 Smart Questions to Ask When Interviewing a Financial Advisor" Are you at a crossroads and wondering what’s next for you? Well, you’re in luck, because Certified Retirement Options™ Coach, Stefa Katamay, is my special guest today. Join us as we tackle the REAL questions you should ask yourself before retiring. Why life transitions like retirement should be viewed in five year chunks of time Why d...
S1 E11: How Savvy Investors Save Taxes AND Make a Difference - with Carol Bezaire
August 03, 2021 18:00 - 33 minutes - 23.4 MBWant to donate to your favourite charities using the secrets of Canada's wealthiest families? We've got you covered! Today, we're talking with Carol Bezaire, Vice President of Tax, Estate and Strategic Philanthropy at Mackenzie Investments. In this episode, we'll talk about: Who gives to charities in Canada? What are the tax benefits of giving to charity? How do Charitable Tax Credits work and how much can I save? What if an individual client donates securities instead of cash? How d...
How Savvy Investors Save Taxes AND Make a Difference - with Carol Bezaire
August 03, 2021 18:00 - 33 minutes - 23.4 MBWant to donate to your favourite charities using the secrets of Canada's wealthiest families? We've got you covered! Today, we're talking with Carol Bezaire, Vice President of Tax, Estate and Strategic Philanthropy at Mackenzie Investments. In this episode, we'll talk about: Who gives to charities in Canada? What are the tax benefits of giving to charity? How do Charitable Tax Credits work and how much can I save? What if an individual client donates securities instead of cash? How d...
S1 E10: Should You Lease or Buy Your Next New Car?
July 19, 2021 03:00 - 28 minutes - 19.5 MBDoes it make more financial sense to Lease or Buy your next new car? Glory tackles this frequently-asked question with guest David Gray (aka Squatch.) We'll cover these topics: How does a lease work? Do some brands lease better than others? How can leasing help business owners? How can auto accidents affect my trade in value? Is it better to lease or buy a battery/electric powered vehicle? Also in this episode: New studies on women vs. men and net worth in Canada. Resources in this ...