All Episodes
Matters Beyond Wealth — 71 episodes
What does it take to become a ‘SuperAger’
Financial therapy: The emotional connection to achieving financial wellbeing
Are you at risk of a cyber attack?
Five important questions every business owner should answer
Exercise as medicine: Can working out help protect us from dementia?
Can we prevent cardiovascular disease in women?
Closing the gaps in women’s health research
Preventive healthcare in Canada
The dementia grey area
Maintaining your lifestyle in retirement and paying less tax
Strategies to help you prepare for a financial windfall
When it comes to RRSPs or RRIFs are you making these costly estate planning mistakes?
Why estate and legacy planning are a vital part of your financial plan
What would you choose if Medical Assistance in Dying (MAID) was an option?
When does elder care become elder abuse
Tips to help simplify caregiving from a distance
What year-end financial strategies can help set me up for success?
Common questions about being an executor in Canada
What is the loneliness epidemic?
What are the responsibilities of an executor?
How does a living trust differ from a trust in your Will
Do I have a bare trust?
What does an executor have to disclose to beneficiaries?
Be the author of your last chapter
Thriving in retirement
Why pre-planning your funeral matters
Will the changes to the capital gains inclusion rate impact me?
Exploring living longer with steps to improve your ‘real age’
What is a dementia village?
In Quebec, what inheritance are common-law spouses entitled to?
Understanding Quebec’s mandate law changes
Why is Quebec significantly reverting back to in-person signatures?
How have you put your real estate into your estate plan?
How could frozen embryos, ancestry apps, and the modern family impact your Will?
How can my RRSP or TFSA impact my estate?
What is considered “normal” memory loss versus dementia?
What if I leave my Will to the last minute?
Why making a Will is choosing caring over chaos
Is your cross-border property in your estate plan?
What to know about being someone’s power of attorney
Estate planning tips for business owners
Wealth and giving: what are your philanthropic goals?
What happens to my online accounts and assets after I am gone?
Do you know what your care costs may be in retirement?
Spotting financial elder abuse
Innovative technology for older adults and caregivers
One year later, what has mattered beyond wealth?
Collectibles: Unique assets in estate planning—Part two
Art: Unique assets in estate planning—Part one
How emotions can impact estate planning
Estate planning tips that can help protect LGBTQ+ individuals
The family cottage: managing inheritance of an emotionally tied property
Leaving a lasting legacy for your kids and grandkids
Six steps to help keep your brain healthy
Strategies for caregivers to avoid burnout
Do you have a trusted contact person?
Those with special needs, need special planning
How family dynamics can impact your estate plan
What is gendered ageism?
Would you create a digital Will?
The race to deal with dementia in Canada
Rethinking insurance in your estate planning
Contentious estates
Are trusts dead?
What is probate and can it be avoided?
Planning for life beyond 100
Aging at home safely and securely
Incapacity: Do you know if family decides for you?
Plan for incapacity: Protect yourself with powers of attorney
Create a lasting legacy through charitable giving
Where there’s a Will, there’s a plan … sometimes