All Episodes
Heart of Your Retirement — 101 episodes
How the OAS Clawback Works in Canada and What to Do Before It Hits
Your Biggest Canadian Retirement Tax Questions Answered
What Finfluencers Get Wrong About Financial Advice on Social Media
Should I Transfer My Pension to a Financial Advisor?
Why you need to pay for a financial plan
Understanding Federal Government's Early Retirement Offer: Is It Right for You?
Meet the Duo Behind Astra Financial: The Unofficial Charter Behind The New Partnership
Beyond Finances: 5 Things People Miss When It Comes to Retirement Planner
Your Guide to Hiring a Financial Planner
How to Minimize Taxes with Estate Planning
Your Guide to Creating a Tax-Efficient Legacy
Factoring Inflation Into Your Retirement Strategy
Longevity Risk and Your TFSA Strategy
The Go-Go, Slow-Go and No-Go Years of Retirement
How to Manage the Deaccumulation and Withdrawal Phase of Retirement in an Economic Downturn
Effort Over Results: Quinn Magnuson's Journey from CFL to Leadership Coach
How Tax-Smart Retirement Planning Can Keep Thousands More in Your Pocket
Tariffs, Turmoil, Truth: What's Really Happening in the Markets
Beyond the Financial Portfolio: Investing in Community with Fraz Wiest
Minimizing Taxes on Retirement Income
The importance of aligning investments with retirement lifestyle goals
The Simple Way to Structure Cash Flow in Retirement
Costly Mistakes that Retirees Make About Government Benefits
Shifting from Nest Egg Retirement Mindset to Multiple Retirement Income Streams
The New Retirement Reality
Creating Happiness in Retirement
How to Avoid Getting Scammed Online Part 2 with RCMP Officer Brian Ferguson
How to Avoid Getting Scammed Online Part 1 with RCMP Officer Brian Ferguson
How To Save For a House with Nicole Putz
Should You Get a Part-Time Job in Retirement?
Should You Wait to Take CPP When You Retire Early?
Why Our Last 2 Clients Came to Us
Interview with My Daughter
Lost Pensions and What You Should Do
Honoring Wishes and Celebrating Life: Interview with Kathleen Kellner
Navigating Tax Changes: What You Need to Know for 2024
Love & Currency: Navigating Money Talks in New Relationships
Navigating Life Transitions - Interview with Laura Englund
Building Trust Through Shared Money Histories
Simplify Your Finances: A 10-Minute Daily Routine for Financial Wellness
Cash Flow Mastery: Breaking Free from Budget Constraints in the New Year
Thriving Through Entrepreneurial Highs and Lows
Should We Be Helping Our Adult Children Financially?
Busting Financial Planning Myths
End of Year Financial Checklist
Winter Wind-Down: Podcasts, Books, and the Pursuit of Health and Happiness
Education Savings for Grandchildren
Starting Your Holiday Savings Challenge Early
Lessons from Celebrity Estate Failures
The Worst Advice Given
Retirement's Financial and Emotional Crossroads
Estate Talk with Yens Pedersen
Billy Pratt Shares His $5 Story
Why the Bleep are You with Your Financial Advisor?
How Can I Plan for Long-term Care Expenses in Retirement?
The 3 Things I Have Learned in My Personal Journey
Financial Benchmarking: Where You Should Be (Financially) in your 30s
Financial Benchmarking: Where You Should Be (Financially) In Your 40s
Where You Should Be (Financially) In Your 50s
Three Questions
The Non-financial Aspect of Retirement (Interview with Susan Hogan, Inspired Retirement)
How to Save Your Retirement Plans from Falling Apart
Should you move away to save money (in Canada and Internationally)?
To Pre-Pay for Your Funeral or Not
Getting Candid about Money Mindset & Financial Health (Interview with It's Humble)
Organizing Your Investment Paperwork
Living a Good Life (Interview with Billy Pratt)
What Billionaires are Doing With Their Money Right Now
Accountant, H&R Block or Do It Yourself?
Pros and Cons of Borrowing Money for Your RRSP Contribution
What stress tests can you do right now to build your confidence?
How to ruin your investment portfolio
Your January Financial Housekeeping
Dealing with the Pressure to Overspend at Christmas
Do You Need Travel Insurance?
Why Financial Planning is Good For Your Health
Should You Wait Till You're Dead to Gift?
Your Holiday Savings Challenge
What to Know If You're Planning on Working Past 65
Financial Steps to Take After a Spouse Passes Away
How Often Do You Need a New Financial Plan?
How to Deal with Debt in Retirement to Account for Inflation
Why Young People need Life Insurance
Extra Savings Buckets
Is Semi-Retirement Right For You?
How Inflation and Rising Costs are Impacting Retirement (Part 1: Inflation Series)
What Not To Do In A Bear Market
What is Canada's New Tax-Free First Home Savings Plan?
Curve-Ball Proofing Your Retirement Plan
How to Deal with the Stressors of the Sandwich Generation
How Your Financial Advisor Can Help With More Than Just Your Money
How to Deal with Market Volatility
Should You Buy or Rent a Cottage? (From the Archives)
Mother's Day Episode
The Scoop on Value-Based Investing
Helping Adult Children Buy Their First Home with Steve Ryan
Converting Health Benefits At Retirement
DIY or Full-Service Concierge
Will Inflation Impact Your Portfolio?
What I Learned About Retirement From Visiting My Parents
How to Get on the Same Page with Your Partner About Finances and Retirement