EPISODE · May 28, 2026 · 36 MIN
Our Daughter Found a House… Should We Give Her the Down Payment? | Financial Rundown, EP. 8
from Philotimo Wealth · host CJ Stevens, CFP® at Philotimo Wealth Management
In this episode of Financial Rundown (shot on May 8, 2026), Maddy and CJ talk through what Canadians should actually be focusing on now that tax season has wrapped up.From setting up your CRA account and revisiting your spending habits, to retirement income realities and helping adult children buy their first home, this episode is all about the financial conversations happening behind closed doors right now.We break down why financial planning is not about restriction or guilt, how retirement spending changes over time, and the important conversations families should have before simply writing a cheque for a down payment.This is a practical, real-world discussion about aligning your money with your values, adapting your plan as life changes, and making thoughtful decisions instead of reactive ones.Who are we?Philotimo: fee-low-tee-moDefinition: "Friendship and Honour"We believe strong financial planning starts with relationships built on trust, clarity, and long term thinking. CJ Stevens is a seasoned CFP professional serving 400+ families, working alongside them to build plans that evolve through every stage of life.Mutual funds, exempt market products, and/or exchange traded funds are offered through Investia Financial Services Inc.Get in touch with us:https://www.philotimowealth.ca/contacthttps://calendly.com/stevenscjhttps://www.instagram.com/philotimowealth/Music: Syn Cole - Feel Good (NCS Release)
What this episode covers
In this episode of Financial Rundown (shot on May 8, 2026), Maddy and CJ talk through what Canadians should actually be focusing on now that tax season has wrapped up.From setting up your CRA account and revisiting your spending habits, to retirement income realities and helping adult children buy their first home, this episode is all about the financial conversations happening behind closed doors right now.We break down why financial planning is not about restriction or guilt, how retirement spending changes over time, and the important conversations families should have before simply writing a cheque for a down payment.This is a practical, real-world discussion about aligning your money with your values, adapting your plan as life changes, and making thoughtful decisions instead of reactive ones.Who are we?Philotimo: fee-low-tee-moDefinition: "Friendship and Honour"We believe strong financial planning starts with relationships built on trust, clarity, and long term thinking. CJ Stevens is a seasoned CFP professional serving 400+ families, working alongside them to build plans that evolve through every stage of life.Mutual funds, exempt market products, and/or exchange traded funds are offered through Investia Financial Services Inc.Get in touch with us:https://www.philotimowealth.ca/contacthttps://calendly.com/stevenscjhttps://www.instagram.com/philotimowealth/Music: Syn Cole - Feel Good (NCS Release)
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Our Daughter Found a House… Should We Give Her the Down Payment? | Financial Rundown, EP. 8
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