All Episodes
Your Life and Money — 67 episodes
The Master’s Mindset: Navigating Market Volatility and Sticking to Your Game Plan (Ep. 66)
The Tax Efficiency Crossroads (Part 2): Non-Registered Strategies & Goal-Specific Portfolios (Ep. 65)
The Bucket System (Part 1): Organizing Your Short & Long-Term Wealth (Ep. 64)
Tax Season 2025: Turning Preparation into Planning (Ep.63)
From Fairways to Finance: Welcoming Nick Smith to the Team (Ep. 62)
The RRSP Meltdown Strategy: Why Too Much Retirement Savings Can Be a Tax Trap (Ep. 61)
A Life-Centered Look Ahead: Navigating Your Financial Journey in 2026 (Ep. 60)
Cash Flow, Homeownership, and the CPP/OAS Deferral Dilemma (Q&A Part 2) (Ep. 59)
Your Money, Your Legacy: Mastering RIFs, TFSAs, and Estate Planning (Q&A Part 1) (Ep. 58)
Is the 60/40 Portfolio Dead? A Talk with CIO Theresa Schott (Ep. 57)
Bringing Pension Power to Your Portfolio (Ep. 56)
From Executive to Entrepreneur: Planning, Purpose, and the Power of Starting Early (Ep. 55)
Money, Meaning, and Mindset: Building Confidence in Your Financial Future (Ep. 54)
Raising Money-Wise Kids: Building Skills for a Lifetime – Part 2 (Ep. 53)
Raising Money-Wise Kids: The Lessons That Last a Lifetime – Part 1 (Ep. 52)
The Other Side of Retirement: Why Financial Planning Isn’t Enough (Ep. 51)
Redefining Retirement: Coaching for the Next Chapter (Ep. 50)
Do It Yourself vs. Do It Right: The Real Value of Professional Financial Advice (Ep. 49)
Beyond Stocks & Bonds: A Smarter Way to Invest (EP 48)
Patience, Planning, and Portfolio Power: Navigating Volatility with Confidence (EP 47)
Life-Centered Planning: How Scorecards Can Transform Your Retirement (EP 46)
Financial Finish Line (Ep 45)
Tax Time & Smart Strategies: How to Minimize Your Tax Bill (Ep 44)
Breaking the Power of Money: The Journey to Generosity (Ep 43)
Maximizing Your Financial Future: RSPs, TFSAs, and Smarter Strategies (Ep 42)
A New Year’s Financial Reset (Ep 41)
Lessons from 2024: Resilience, Reflection, and Ready for 2025 (Ep 40)
A Financial Pro’s Close Call with a Scam (Ep 39)
Gratitude, Contentment, and the Road to Life-Centered Financial Planning (Ep 38)
Beyond Numbers: The Real Retirement Plan You Need (Ep 37)
Retirement Redefined: Navigating New Realities and Shifting Expectations (Ep 36)
Aligning Your Money with Your Life: Navigating the Mortgage Maze (Ep 35)
Part II - Life and Business Transitions: Exit Strategies for Success and Fulfillment (EP 34)
Part I - Life and Business Transitions: Exit Strategies for Success and Fulfillment (EP 33)
#32 Unlocking Potential: From Passion to Planning with Anneline Breetzke
#31 Navigating Life-Centered Financial Planning with Travis Forman
#30 Life-Centered Financial Planning: Making Insurance Work for You
#29 Unpacking Life Insurance: From Whole Life to Universal Life
#28 Decluttering Your Financial Life: Aligning Money with Your Values
#27 Unlock Your Financial Future with Life-Centered Planning
#26 Navigating the Sea of Contradiction: Economic Insights with Christine Tessier - Part II
#25 Navigating the Sea of Contradiction: Economic Insights with Christine Tessier - Part I
#24 Aligning Wealth with Wellness: The Power of Truthful Financial Planning
#23 Living Your Best Life: Transforming Financial Planning with Paul Armson
#22 Strategies Unveiled: Tax Refunds, Investments, and Homeownership Dilemmas
#21 Navigating 2023 Tax Changes: A Comprehensive Guide for Financial Success
#20 Life-Centered Financial Planning with Angelique Gray
#19 Wealth Languages: Understanding the ABCs of Financial Communication
#18 Journey to a Life-Centered Plan: Unveiling Tools for Financial Success
#17 Navigating 2024 with Financial Planning Insights
#16 Beyond Resolutions: Navigating Life-Centered Planning in 2024
#15 Generosity Unwrapped: Embracing the Spirit of Giving and Finding 'Enough'
#14 Life and Money Unveiled: Navigating the Estate Planning Maze
#13 Navigating Financial Markets and Building a Resilient Portfolio with Ian Goodman
#12 Navigating Wealth Transfer & Family Harmony
#11 Timing and Title: Navigating Wealth Transfer Decisions
#10 Navigating Wealth Transfer: Treasures, Wisdom, and Unique Treatment
#9 Finishing Well: Life-Centered Planning for a Lasting Legacy
#8 Your Life and Money: Unpacking Your Wealth Languages
#7 Life-Centered Planning: Navigating the High-Interest Rate Environment with Special Guest Julia Bernier
#6 Achieving Clarity and Confidence: Stories of Life-Centered Financial Planning
#5 Life Transitions and Financial Lifelines: Navigating Your Financial Future
#4 Unraveling Financial Planning: Achieving Clarity, Contentment, and Fulfillment
#3 Exploring Life-Centered Planning with Mitch Anthony
#2 Exploring Life-Centered Planning and Its Importance
#1 The Inside Story of Life Centered Planning
Your Life and Money