All episodes

Why an Emergency Fund Matters, Even in Retirement

Benefits of Engaging in Part-Time Work or Starting a Side Hustle During Retirement

Episode 109: Tune Out The Noise

Episode 108: How Interest Rates Impact Bond Prices

How to Draw a Retirement Paycheque

Episode 107: How to Optimize Your RRSP Contributions

How Grandparents Shape Their Grandkids' Financial Future

Episode 106: A Closer Look at GICs

Episode 105: Mindset Shifts for Wealth

Episode 104: Five Retirement Planning Myths

How to Best Recieve an Inheritance

Episode #103: The Journey of Receiving an Inheritance

Preparing Your Family to Recieve Your Inheritance

Episode #102: Important Dates 2024

Episode #101: Navigating the 2024 Changes to the CPP

Episode #100: Tax Benefits of Life Insurance

Estate Planning 101

Episode #99: Tax On Rental Income

Episode #98: How to Teach Kids About Money

Episode #97: Diversifying Your Stock Portfolio

Navigating Market Volatility in Retirement

Episode #96: Therapy For Wealth

Episode 95: Vacation Homes As An Income Source

Episode 94: How Spending and Saving Impact Happiness

Tap Into Your Home's Potential With HELOC, Reverse Mortgages and All-In-One's

Episode 90: Business Succession Planning

Episode 93: Does Your Company Provide Benefits?

What is the Multi-Generational Home Renovation Tax Credit?: Episode 92

Episode 91: The Crucial Role of Longevity in Retirement Planning

Episode 89: Ways to ensure your retirement portfolio outpaces inflation

Maximize Your Retirement Income: The Power of Withdrawal Strategies

Episode 88: Avoid These Common TFSA Pitfalls

Episode 87: Taking Control of Finances For Aging Parents

Fireside Financial Episode 5: Mastering Retirement Planning

Episode 86: How do rising interest rates affect you?

Episode 85: A Courageous Conversation on Personal & Financial Topics with Jane Blaufus

Fireside Financial Episode 4: The Impact of Financial Assistance on Your Golden Years

Episode 84: What's Your Long-Term Wealth Building Strategy?

Episode 83: Three Ways to Prepare Your Family to Inherit Your Riches

Episode 82: Leaving an Inheritance to a Person with Disabilities

Episode 81: ABC Life Literacy Canada with Alison Howard

Episode 80: Providing Adult Children with Financial Support

Fireside Financial Episode 3: Retirement Spending: Balancing the Pitfalls and Opportunities

Episode 79: What are Low-Volatility Funds?

Episode 78: Your Finances and Dementia

Episode 77: Diversifying Your Stock Portfolio as a Canadian

Fireside Financial Episode 2: Maximizing Your Retirement Benefits

Episode 76: Should you buy your retirement home before retirement?

Episode 75: Protect Your Financial Future

Episode 74: Your Pension Options When Leaving Your Employer

Fireside Financial Episode 1: Top Tips to be a Successful Retiree

Episode 73: Important End of Life Discussions

Episode 72: How Will Canada's Falling Inflation Rate Affect You?

Episode 71: How to Create an Inspiring Retirement Plan

Episode 70: How To Get Investment Income Without Paying More Taxes

Episode 69: Do You Practice Financial Wellness?

Episode 68: Myths and Mistakes in Retirement Planning

Episode 67: Adding an Adult Child as a Joint Owner

Episode 66: Planning Ahead Will Save You in the Long Run

Episode 65: Family Investment Trusts

Episode 64: Vacation Property Succession Planning

Episode 63: Outdated Ideas on Retirement Planning

Episode 62: A Forecast on Inflation and Interest Rates

Episode 61: How to Manage Expectations in Retirement

Episode 60: What Not to do When Investing for Your Retirement

Episode 59: Financial Literacy and Education in Canada

Episode 58: Living Common-Law in Alberta

Episode 57: When Should You Start Withdrawing CPP?

Episode 56: How Technology Has Enhanced the Client Experience

Episode 55: How to Navigate the 3 Stages of Retirement

Episode 54: How to Tactfully Rebalance Your Portfolio

Episode 53: Ten Insightful Questions to Ask Your Financial Planner

Episode 52: How To Transition into Retirement While Taking Care of Your Mental Health

Episode 51: Why You Should Use Your TFSA for Retirement

Episode 50: A Year in Review for 2022 & What's to Come in 2023

Episode 49: Seven Life Considerations to Address Before You Retire

Episode 48: Tips for Canadians Owning Vacation Properties in the U.S.

Episode 47: Five Easy Ways to Stay Active in Your Retirement

Episode 46: A Fresh Perspective on Finance with Rob Carrick

Episode 45: Three Simple Tips to Follow to Make the Job of Your Executor Easier

Episode 44: Seven Ways to Get More From Your Tax Refund

Episode 43: A Conversation with a Retired Private Wealth Manager

Episode 42: The Thing About Retirement That Nobody Talks About

Episode 41: A Financial Coach vs. A Financial Advisor

Episode 40: Psychological Challenges of Transitioning Into Retirement

Episode 39: Permanent Life Insurance

Episode 38: How Income Splitting Can Help Lower Your Family's Tax Bill

Episode 37: Common Mistakes and Misbeliefs of Pre-Retirees and How To Avoid Them

Episode 36: Beneficiary Designations and When to Use Them

Episode 35: When Should You Start RRIF Withdrawals?

Episode 34: Financial Education for Teens and Young Adults

Episode 33: When is the Best Time to Claim CPP?

Episode 32: Spousal RRSP Withdrawals and How They Work

Episode 31: Certified Financial Planning Education

Episode 30: Find Your Number

Episode 29: Advanced Estate Planning - Part 2

Episode 28: Life Insurance In Canada

Episode 27: Advanced Estate Planning - Part 1

Episode 26: Five Strategies to Overcome Retirement Shock

Episode 25: Sustainable Investing: Environmental, Social & Governance (ESG)